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

Merit Financial Group’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	$5.24M	Sell	21,013 -5,543	-21%	-$1.26M	0.03%	420
2026 Q1	$5.23M	Sell	26,556 -317	-1%	-$64.3K	0.04%	378
2025 Q4	$5.14M	Buy	26,873 +7,673	+40%	+$1.48M	0.04%	357
2025 Q3	$3.68M	Buy	19,200 +1,301	+7%	+$234K	0.03%	382
2025 Q2	$3.09M	Buy	17,899 +3,930	+28%	+$620K	0.03%	392
2025 Q1	$2.12M	Buy	13,969 +2,591	+23%	+$427K	0.03%	408
2024 Q4	$1.87M	Buy	+11,378	New	+$1.92M	0.03%	367

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Merit Financial Group's VFMO Position: Q2 2026 in Review

Merit Financial Group reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 21% in Q2 2026, selling an estimated $1.26M and leaving 21,013 shares worth $5.24M. The position accounts for 0.03% of the portfolio, ranked #420.

Merit Financial Group first reported a position in VFMO in Q4 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Merit Financial Group held 21,013 shares of Vanguard US Momentum Factor ETF worth $5.24M as of Q2 2026.
Merit Financial Group sold 5,543 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $1.26M.
Vanguard US Momentum Factor ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #420 holding.
Merit Financial Group first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.