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

Schulz Wealth’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
2025 Q2	–	Sell	-86,511	Closed	-$13.1M	–	68
2025 Q1	$13.1M	Buy	86,511 +913	+1%	+$150K	10.01%	2
2024 Q4	$14.1M	Buy	85,598 +1,165	+1%	+$196K	10.81%	2
2024 Q3	$13.6M	Buy	84,433 +2,970	+4%	+$457K	10.51%	2
2024 Q2	$12.2M	Sell	81,463 -1,930	-2%	-$285K	10.36%	2
2024 Q1	$12.6M	Buy	83,393 +1,982	+2%	+$279K	10.78%	2
2023 Q4	$10.7M	Buy	+81,411	New	+$9.6M	10.22%	3

Other funds holding VFMO

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return

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

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Schulz Wealth's VFMO Position: Q2 2025 in Review

Schulz Wealth sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2025, closing a stake of 86,511 shares — an estimated $13.1M sold.

Schulz Wealth first reported a position in VFMO in Q4 2023 and held it in 6 quarters. The position peaked at $14.1M in Q4 2024. 139 funds tracked by Wall St. Rank hold VFMO as of Q2 2025.

Schulz Wealth reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2025 after selling out during the quarter.
Schulz Wealth sold 86,511 Vanguard US Momentum Factor ETF shares in Q2 2025, an estimated $13.1M.
Schulz Wealth first reported a position in Vanguard US Momentum Factor ETF in Q4 2023 and held it in 6 quarters.
Schulz Wealth's Vanguard US Momentum Factor ETF position peaked at $14.1M in Q4 2024.
139 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2025.

Based on Schulz Wealth's 13F filing for Q2 2025, filed 7 Jul 2025.