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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

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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.