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Kathmere Capital Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Kathmere Capital Management’s Portfolio VFMO Stock Details VFMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$959K Hold
3,842
– – 0.05% 247
2026
Q1 		$757K Hold
3,842
– – 0.05% 270
2025
Q4 		$735K Buy
3,842
+192
+5% +$36.9K 0.05% 248
2025
Q3 		$699K Buy
3,650
+421
+13% +$75.6K 0.05% 235
2025
Q2 		$557K Buy
3,229
+303
+10% +$47.8K 0.04% 257
2025
Q1 		$444K Buy
2,926
+439
+18% +$72.3K 0.04% 268
2024
Q4 		$409K Buy
2,487
+44
+2% +$7.42K 0.04% 262
2024
Q3 		$393K Buy
2,443
+16
+0.7% +$2.46K 0.04% 244
2024
Q2 		$365K Hold
2,427
– – 0.04% 228
2024
Q1 		$367K Hold
2,427
– – 0.04% 201
2023
Q4 		$319K Buy
2,427
+8
+0.3% +$943 0.04% 192
2023
Q3 		$274K Buy
+2,419
New +$289K 0.04% 200

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Kathmere Capital Management's VFMO Position: Q2 2026 in Review

Kathmere Capital Management held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 3,842 shares worth $959K. The position accounts for 0.05% of the portfolio, ranked #247.

Kathmere Capital Management first reported a position in VFMO in Q3 2023 and has held it in 12 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Kathmere Capital Management held 3,842 shares of Vanguard US Momentum Factor ETF worth $959K as of Q2 2026.
  • Kathmere Capital Management left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
  • Vanguard US Momentum Factor ETF made up 0.05% of Kathmere Capital Management's portfolio in Q2 2026, its #247 holding.
  • Kathmere Capital Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2023 and has held it in 12 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.