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

Lazari 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 		$769K Buy
3,084
+1
+0% +$227 0.24% 77
2026
Q1 		$608K Hold
3,083
– – 0.21% 81
2025
Q4 		$590K Sell
3,083
-370
-11% -$71.2K 0.2% 80
2025
Q3 		$662K Sell
3,453
-138
-4% -$24.8K 0.22% 70
2025
Q2 		$620K Sell
3,591
-115
-3% -$18.1K 0.23% 72
2025
Q1 		$562K Sell
3,706
-590
-14% -$97.2K 0.23% 74
2024
Q4 		$706K Sell
4,296
-2,365
-36% -$399K 0.28% 57
2024
Q3 		$1.07M Sell
6,661
-325
-5% -$50K 0.46% 39
2024
Q2 		$1.05M Buy
+6,986
New +$1.03M 0.47% 39

Other funds holding VFMO

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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
BIG
Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Lazari Capital Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 0.03% in Q2 2026, buying an estimated $227 and bringing the position to 3,084 shares worth $769K. The position accounts for 0.24% of the portfolio, ranked #77.

Lazari Capital Management first reported a position in VFMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2024. 53 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Lazari Capital Management held 3,084 shares of Vanguard US Momentum Factor ETF worth $769K as of Q2 2026.
  • Lazari Capital Management bought 1 Vanguard US Momentum Factor ETF share in Q2 2026, an estimated $227.
  • Vanguard US Momentum Factor ETF made up 0.24% of Lazari Capital Management's portfolio in Q2 2026, its #77 holding.
  • Lazari Capital Management first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • Lazari Capital Management's Vanguard US Momentum Factor ETF position peaked at $1.07M in Q3 2024.
  • 53 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.