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
Q2 		$42.8M Buy
171,600
+19,725
+13% +$4.48M 0.01% 1099
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 $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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's VFMO Position: Q2 2026 in Review

LPL Financial increased its Vanguard US Momentum Factor ETF (VFMO) stake by 13% in Q2 2026, buying an estimated $4.48M and bringing the position to 171,600 shares worth $42.8M. The position accounts for 0.01% of the portfolio, ranked #1099.

LPL Financial first reported a position in VFMO in Q3 2020 and has held it in 24 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • LPL Financial held 171,600 shares of Vanguard US Momentum Factor ETF worth $42.8M as of Q2 2026.
  • LPL Financial bought 19,725 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $4.48M.
  • Vanguard US Momentum Factor ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1099 holding.
  • LPL Financial first reported a position in Vanguard US Momentum Factor ETF in Q3 2020 and has held it in 24 quarters since.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.