Meredith Wealth Planning
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
Q3 		– Sell
-845
Closed -$211K – 85
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

Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Financial Partners Group (Kansas)
Financial Partners Group (Kansas) Overland Park, Kansas $964M AUM 20.66% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Builder Investment Group
Builder Investment Group Atlanta, Georgia $493M AUM 24.13% 1-Year Est. Return
HPC
Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
MY Wealth Management
MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Meredith Wealth Planning's VFMO Position: Q3 2026 in Review

Meredith Wealth Planning sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2026, closing a stake of 845 shares — an estimated $211K sold.

Meredith Wealth Planning first reported a position in VFMO in Q4 2022 and held it in 2 quarters. The position peaked at $2.42M in Q4 2022. 50 funds tracked by Wall St. Rank hold VFMO as of Q3 2026.

  • Meredith Wealth Planning reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2026 after selling out during the quarter.
  • Meredith Wealth Planning sold 845 Vanguard US Momentum Factor ETF shares in Q3 2026, an estimated $211K.
  • Meredith Wealth Planning first reported a position in Vanguard US Momentum Factor ETF in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Vanguard US Momentum Factor ETF position peaked at $2.42M in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.