MWP
VFMO icon

Meredith Wealth Planning’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Meredith Wealth Planning’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 		$211K Buy
+845
New +$192K 0.05% 73
2023
Q1 		– Sell
-21,222
Closed -$2.42M – 68
2022
Q4 		$2.42M Buy
+21,222
New +$2.46M 2.08% 8

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

Meredith Wealth Planning's VFMO Position: Q2 2026 in Review

Meredith Wealth Planning opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q2 2026: 845 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #73 among its holdings. This is a return to the name: Meredith Wealth Planning previously reported a position in VFMO as recently as Q4 2022.

Meredith Wealth Planning first reported a position in VFMO in Q4 2022 and has held it in 2 quarters since. The position peaked at $2.42M in Q4 2022. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Meredith Wealth Planning held 845 shares of Vanguard US Momentum Factor ETF worth $211K as of Q2 2026.
  • Vanguard US Momentum Factor ETF was a new Meredith Wealth Planning position in Q2 2026.
  • Vanguard US Momentum Factor ETF made up 0.05% of Meredith Wealth Planning's portfolio in Q2 2026, its #73 holding.
  • Meredith Wealth Planning first reported a position in Vanguard US Momentum Factor ETF in Q4 2022 and has held it in 2 quarters since.
  • Meredith Wealth Planning's Vanguard US Momentum Factor ETF position peaked at $2.42M in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.