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Advisor Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Advisor Group’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
2019
Q4 		$10K Buy
+120
New +$9.98K ﹤0.01% 4374
2019
Q1 		– Sell
-50
Closed -$3K – 5337
2018
Q4 		$3K Buy
+50
New +$3.79K ﹤0.01% 4741

Other funds holding VFMO

SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AAM
Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

Advisor Group's VFMO Position: Q4 2019 in Review

Advisor Group opened a new position in Vanguard US Momentum Factor ETF (VFMO) in Q4 2019: 120 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #4374 among its holdings. This is a return to the name: Advisor Group previously reported a position in VFMO as recently as Q4 2018.

Advisor Group first reported a position in VFMO in Q4 2018 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold VFMO as of Q4 2019.

  • Advisor Group held 120 shares of Vanguard US Momentum Factor ETF worth $10K as of Q4 2019.
  • Vanguard US Momentum Factor ETF was a new Advisor Group position in Q4 2019.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4374 holding.
  • Advisor Group first reported a position in Vanguard US Momentum Factor ETF in Q4 2018 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.