Principal Securities’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Principal Securities’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	$729K	Sell	3,700 -20	-0.5%	-$4.06K	0.01%	826
2025 Q4	$711K	Buy	3,720 +63	+2%	+$12.1K	0.01%	804
2025 Q3	$701K	Buy	3,657 +56	+2%	+$10.1K	0.01%	781
2025 Q2	$621K	Buy	3,601 +187	+5%	+$29.5K	0.01%	768
2025 Q1	$561K	Hold	3,414	–	–	0.01%	731
2024 Q4	$561K	Buy	3,414 +157	+5%	+$26.5K	0.01%	728
2024 Q3	$524K	Buy	3,257 +142	+5%	+$21.9K	0.01%	744
2024 Q2	$468K	Sell	3,115 -5	-0.2%	-$740	0.01%	723
2024 Q1	$472K	Sell	3,120 -298	-9%	-$41.9K	0.01%	694
2023 Q4	$449K	Buy	+3,418	New	+$403K	0.02%	636

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