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

Ritholtz 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 		$184M Buy
737,643
+30,444
+4% +$6.92M 2.75% 7
2026
Q1 		$139M Buy
707,199
+56,191
+9% +$11.4M 2.42% 8
2025
Q4 		$125M Buy
651,008
+22,621
+4% +$4.35M 2.27% 10
2025
Q3 		$120M Buy
628,387
+30,641
+5% +$5.5M 2.34% 10
2025
Q2 		$103M Buy
597,746
+117,873
+25% +$18.6M 2.28% 10
2025
Q1 		$72.8M Buy
479,873
+38,528
+9% +$6.35M 2.17% 8
2024
Q4 		$72.5M Buy
441,345
+9,446
+2% +$1.59M 2.13% 11
2024
Q3 		$69.5M Buy
431,899
+11,880
+3% +$1.83M 2.1% 11
2024
Q2 		$63.1M Sell
420,019
-1,290
-0.3% -$191K 2.08% 12
2024
Q1 		$63.7M Buy
421,309
+530
+0.1% +$74.5K 2.2% 11
2023
Q4 		$55.2M Buy
420,779
+15,228
+4% +$1.79M 2.14% 10
2023
Q3 		$46M Buy
405,551
+22,699
+6% +$2.71M 2.06% 11
2023
Q2 		$46.4M Buy
382,852
+25,872
+7% +$2.95M 2.09% 11
2023
Q1 		$40.2M Buy
356,980
+11,473
+3% +$1.32M 2% 11
2022
Q4 		$39.4M Sell
345,507
-8,074
-2% -$936K 2.2% 10
2022
Q3 		$37.4M Buy
353,581
+49,827
+16% +$5.62M 1.99% 9
2022
Q2 		$32.4M Buy
303,754
+9,828
+3% +$1.15M 2.04% 9
2022
Q1 		$37.2M Buy
293,926
+25,685
+10% +$3.18M 2.51% 9
2021
Q4 		$35.7M Sell
268,241
-381
-0.1% -$51.3K 2.22% 10
2021
Q3 		$34.5M Buy
+268,622
New +$35M 2.4% 10

Other funds holding VFMO

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ritholtz Wealth Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 4.3% in Q2 2026, buying an estimated $6.92M and bringing the position to 737,643 shares worth $184M. The position accounts for 2.75% of the portfolio, ranked #7.

Ritholtz Wealth Management first reported a position in VFMO in Q3 2021 and has held it in 20 quarters since. 197 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

  • Ritholtz Wealth Management held 737,643 shares of Vanguard US Momentum Factor ETF worth $184M as of Q2 2026.
  • Ritholtz Wealth Management bought 30,444 Vanguard US Momentum Factor ETF shares in Q2 2026, an estimated $6.92M.
  • Vanguard US Momentum Factor ETF made up 2.75% of Ritholtz Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 197 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.