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

Spire 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	$10.5K	Hold	42	–	–	﹤0.01%	1635
2026 Q1	$8.32K	Buy	42 +1	+2%	+$203	﹤0.01%	1680
2025 Q4	$7.88K	Hold	41	–	–	﹤0.01%	1790
2025 Q3	$7.88K	Hold	41	–	–	﹤0.01%	1840
2025 Q2	$7.09K	Buy	41 +1	+3%	+$158	﹤0.01%	1833
2025 Q1	$6.08K	Hold	40	–	–	﹤0.01%	2003
2024 Q4	$6.58K	Buy	40 +4	+11%	+$675	﹤0.01%	1974
2024 Q3	$5.8K	Buy	+36	New	+$5.54K	﹤0.01%	1785

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

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

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

Spire Wealth Management held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q2 2026 at 42 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Spire Wealth Management first reported a position in VFMO in Q3 2024 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold VFMO as of Q2 2026.

Spire Wealth Management held 42 shares of Vanguard US Momentum Factor ETF worth $10.5K as of Q2 2026.
Spire Wealth Management left its Vanguard US Momentum Factor ETF share count unchanged in Q2 2026.
Vanguard US Momentum Factor ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1635 holding.
Spire Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2024 and has held it in 8 quarters since.
196 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.