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Andesa Financial Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Andesa Financial 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
2023
Q1 		$1.43M Buy
25,476
+14,951
+142% +$1.72M 0.74% 47
2022
Q4 		$1.2M Buy
10,525
+237
+2% +$27.5K 0.65% 51
2022
Q3 		$1.09M Buy
+10,288
New +$1.16M 0.38% 65

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 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 $982M AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Andesa Financial Management's VFMO Position: Q1 2023 in Review

Andesa Financial Management increased its Vanguard US Momentum Factor ETF (VFMO) stake by 142% in Q1 2023, buying an estimated $1.72M and bringing the position to 25,476 shares worth $1.43M. The position accounts for 0.74% of the portfolio, ranked #47.

Andesa Financial Management first reported a position in VFMO in Q3 2022 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold VFMO as of Q1 2023.

  • Andesa Financial Management held 25,476 shares of Vanguard US Momentum Factor ETF worth $1.43M as of Q1 2023.
  • Andesa Financial Management bought 14,951 Vanguard US Momentum Factor ETF shares in Q1 2023, an estimated $1.72M.
  • Vanguard US Momentum Factor ETF made up 0.74% of Andesa Financial Management's portfolio in Q1 2023, its #47 holding.
  • Andesa Financial Management first reported a position in Vanguard US Momentum Factor ETF in Q3 2022 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.