PS
VFMO icon

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
Q2 		$888K Sell
3,560
-140
-4% -$31.8K 0.01% 831
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

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

Principal Securities's VFMO Position: Q2 2026 in Review

Principal Securities reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 3.8% in Q2 2026, selling an estimated $31.8K and leaving 3,560 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #831.

Principal Securities first reported a position in VFMO in Q4 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Principal Securities held 3,560 shares of Vanguard US Momentum Factor ETF worth $888K as of Q2 2026.
  • Principal Securities sold 140 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $31.8K.
  • Vanguard US Momentum Factor ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #831 holding.
  • Principal Securities first reported a position in Vanguard US Momentum Factor ETF in Q4 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.