Osaic Holdings
VFMO icon

Osaic Holdings’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Osaic Holdings’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 		$4.71M Buy
18,876
+2,803
+17% +$637K 0.01% 1580
2026
Q1 		$3.17M Sell
16,073
-5,304
-25% -$1.08M ﹤0.01% 1697
2025
Q4 		$4.09M Buy
21,377
+2,141
+11% +$412K 0.01% 1516
2025
Q3 		$3.62M Buy
19,236
+5,752
+43% +$1.03M 0.01% 1723
2025
Q2 		$2.33M Sell
13,484
-506
-4% -$79.9K ﹤0.01% 1774
2025
Q1 		$2.12M Sell
13,990
-17,536
-56% -$2.89M ﹤0.01% 1623
2024
Q4 		$5.18M Buy
31,526
+19,021
+152% +$3.21M 0.01% 1017
2024
Q3 		$2.01M Buy
12,505
+1,233
+11% +$190K ﹤0.01% 1691
2024
Q2 		$1.69M Buy
11,272
+1,959
+21% +$290K ﹤0.01% 1756
2024
Q1 		$1.41M Buy
9,313
+4,849
+109% +$681K ﹤0.01% 1994
2023
Q4 		$586K Sell
4,464
-1,387
-24% -$163K ﹤0.01% 3019
2023
Q3 		$663K Buy
5,851
+460
+9% +$55K ﹤0.01% 3011
2023
Q2 		$654K Buy
5,391
+88
+2% +$10K ﹤0.01% 2906
2023
Q1 		$597K Buy
5,303
+1,129
+27% +$130K ﹤0.01% 2934
2022
Q4 		$476K Buy
4,174
+200
+5% +$23.2K ﹤0.01% 3070
2022
Q3 		$421K Buy
3,974
+435
+12% +$49.1K ﹤0.01% 3052
2022
Q2 		$377K Buy
3,539
+1,212
+52% +$141K ﹤0.01% 3216
2022
Q1 		$294K Sell
2,327
-1,419
-38% -$176K ﹤0.01% 3701
2021
Q4 		$500K Buy
3,746
+2,284
+156% +$307K ﹤0.01% 3061
2021
Q3 		$188K Buy
1,462
+1,092
+295% +$142K ﹤0.01% 3962
2021
Q2 		$48K Sell
370
-5,037
-93% -$643K ﹤0.01% 5070
2021
Q1 		$670K Buy
5,407
+5,253
+3,411% +$652K ﹤0.01% 2576
2020
Q4 		$18K Buy
154
+34
+28% +$3.53K ﹤0.01% 5229
2020
Q3 		$11K Hold
120
– – ﹤0.01% 5232
2020
Q2 		$10K Hold
120
– – ﹤0.01% 5190
2020
Q1 		$8K Buy
+120
New +$9.82K ﹤0.01% 5149

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

Osaic Holdings's VFMO Position: Q2 2026 in Review

Osaic Holdings increased its Vanguard US Momentum Factor ETF (VFMO) stake by 17% in Q2 2026, buying an estimated $637K and bringing the position to 18,876 shares worth $4.71M. The position accounts for 0.01% of the portfolio, ranked #1580.

Osaic Holdings first reported a position in VFMO in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.18M in Q4 2024. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Osaic Holdings held 18,876 shares of Vanguard US Momentum Factor ETF worth $4.71M as of Q2 2026.
  • Osaic Holdings bought 2,803 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $637K.
  • Vanguard US Momentum Factor ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1580 holding.
  • Osaic Holdings first reported a position in Vanguard US Momentum Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Vanguard US Momentum Factor ETF position peaked at $5.18M in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.