Partners Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Partners Wealth 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	$608K	Sell	2,435 -3	-0.1%	-$681	0.6%	48
2026 Q1	$481K	Sell	2,438 -25	-1%	-$5.07K	0.5%	56
2025 Q4	$471K	Buy	2,463 +40	+2%	+$7.69K	0.49%	55
2025 Q3	$464K	Buy	2,423 +116	+5%	+$20.8K	0.46%	62
2025 Q2	$351K	Hold	2,307	–	–	0.4%	70
2025 Q1	$350K	Hold	2,307	–	–	0.4%	72
2024 Q4	$379K	Buy	+2,307	New	+$389K	0.43%	64

Other funds holding VFMO

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

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

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

BIG

Builder Investment Group Atlanta, Georgia $505M AUM 31.7% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Partners Wealth Management's VFMO Position: Q2 2026 in Review

Partners Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 0.12% in Q2 2026, selling an estimated $681 and leaving 2,435 shares worth $608K. The position accounts for 0.6% of the portfolio, ranked #48.

Partners Wealth Management first reported a position in VFMO in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Partners Wealth Management held 2,435 shares of Vanguard US Momentum Factor ETF worth $608K as of Q2 2026.
Partners Wealth Management sold 3 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $681.
Vanguard US Momentum Factor ETF made up 0.6% of Partners Wealth Management's portfolio in Q2 2026, its #48 holding.
Partners Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
47 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.