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 Q2	$1.29M	Buy	5,166 +441	+9%	+$100K	0.01%	1123
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

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

O'Shaughnessy Asset Management's VFMO Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 9.3% in Q2 2026, buying an estimated $100K and bringing the position to 5,166 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1123.

O'Shaughnessy Asset Management first reported a position in VFMO in Q2 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

O'Shaughnessy Asset Management held 5,166 shares of Vanguard US Momentum Factor ETF worth $1.29M as of Q2 2026.
O'Shaughnessy Asset Management bought 441 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $100K.
Vanguard US Momentum Factor ETF made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1123 holding.
O'Shaughnessy Asset Management first reported a position in Vanguard US Momentum Factor ETF in Q2 2023 and has held it in 11 quarters since.
196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.