LPL Financial
VFMO icon

LPL Financial’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

LPL Financial’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
Q1 		$29.9M Buy
151,875
+11,747
+8% +$2.38M 0.01% 1195
2025
Q4 		$26.8M Buy
140,128
+36,308
+35% +$6.98M 0.01% 1216
2025
Q3 		$19.9M Buy
103,820
+4,012
+4% +$720K 0.01% 1374
2025
Q2 		$17.2M Sell
99,808
-2,195
-2% -$346K 0.01% 1358
2025
Q1 		$15.5M Buy
102,003
+16,220
+19% +$2.67M 0.01% 1321
2024
Q4 		$14.1M Buy
85,783
+24,804
+41% +$4.18M 0.01% 1297
2024
Q3 		$9.81M Sell
60,979
-4,118
-6% -$634K ﹤0.01% 1477
2024
Q2 		$9.78M Buy
65,097
+26,392
+68% +$3.9M ﹤0.01% 1397
2024
Q1 		$5.86M Buy
38,705
+1,669
+5% +$235K ﹤0.01% 1668
2023
Q4 		$4.86M Buy
37,036
+4,648
+14% +$548K ﹤0.01% 1702
2023
Q3 		$3.67M Buy
32,388
+1,646
+5% +$197K ﹤0.01% 1791
2023
Q2 		$3.73M Buy
30,742
+825
+3% +$94K ﹤0.01% 1760
2023
Q1 		$3.37M Buy
29,917
+5,727
+24% +$658K ﹤0.01% 1771
2022
Q4 		$2.76M Buy
24,190
+4,470
+23% +$518K ﹤0.01% 1835
2022
Q3 		$2.09M Buy
19,720
+10,876
+123% +$1.23M ﹤0.01% 1949
2022
Q2 		$943K Buy
8,844
+4,945
+127% +$576K ﹤0.01% 2618
2022
Q1 		$493K Sell
3,899
-64
-2% -$7.92K ﹤0.01% 3217
2021
Q4 		$528K Buy
3,963
+173
+5% +$23.3K ﹤0.01% 3235
2021
Q3 		$487K Sell
3,790
-975
-20% -$127K ﹤0.01% 3242
2021
Q2 		$627K Sell
4,765
-8
-0.2% -$1.02K ﹤0.01% 2961
2021
Q1 		$591K Buy
4,773
+1,186
+33% +$147K ﹤0.01% 2879
2020
Q4 		$404K Buy
3,587
+371
+12% +$38.5K ﹤0.01% 2949
2020
Q3 		$305K Buy
+3,216
New +$297K ﹤0.01% 2897

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 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 $5.75B AUM 21.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $514M AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return