O'Shaughnessy Asset Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

O'Shaughnessy Asset Management’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 Q1	$931K	Buy	4,725 +154	+3%	+$31.2K	﹤0.01%	1217
2025 Q4	$874K	Buy	4,571 +581	+15%	+$112K	﹤0.01%	1209
2025 Q3	$764K	Buy	3,990 +106	+3%	+$19K	﹤0.01%	1254
2025 Q2	$670K	Buy	3,884 +511	+15%	+$80.6K	﹤0.01%	1231
2025 Q1	$512K	Buy	3,373 +1,222	+57%	+$201K	﹤0.01%	1307
2024 Q4	$354K	Buy	2,151 +135	+7%	+$22.8K	﹤0.01%	1446
2024 Q3	$333K	Buy	2,016 +260	+15%	+$40K	﹤0.01%	1427
2024 Q2	$264K	Buy	+1,756	New	+$260K	﹤0.01%	1431
2023 Q4	–	Sell	-3,021	Closed	-$343K	–	1795
2023 Q3	$343K	Buy	3,021 +303	+11%	+$36.2K	0.01%	1057
2023 Q2	$330K	Buy	+2,718	New	+$310K	﹤0.01%	1026

Other funds holding VFMO

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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