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Autus Asset Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Autus Asset 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
2022
Q4 		$220K Hold
1,925
– – 0.04% 141
2022
Q3 		$204K Sell
1,925
-80
-4% -$9.02K 0.04% 139
2022
Q2 		$214K Sell
2,005
-2,000
-50% -$233K 0.04% 143
2022
Q1 		$506K Buy
4,005
+1,855
+86% +$229K 0.08% 110
2021
Q4 		$286K Sell
2,150
-5
-0.2% -$673 0.03% 155
2021
Q3 		$277K Sell
2,155
-15
-0.7% -$1.95K 0.03% 148
2021
Q2 		$285K Sell
2,170
-65
-3% -$8.3K 0.03% 146
2021
Q1 		$277K Sell
2,235
-200
-8% -$24.8K 0.03% 144
2020
Q4 		$274K Sell
2,435
-405
-14% -$42K 0.04% 137
2020
Q3 		$270K Hold
2,840
– – 0.04% 142
2020
Q2 		$244K Buy
+2,840
New +$223K 0.04% 142
2020
Q1 		– Sell
-2,725
Closed -$235K – 157
2019
Q4 		$235K Sell
2,725
-35
-1% -$2.91K 0.03% 149
2019
Q3 		$223K Sell
2,760
-160
-5% -$13.3K 0.04% 148
2019
Q2 		$241K Buy
+2,920
New +$234K 0.04% 141
2019
Q1 		– Sell
-3,205
Closed -$218K – 157
2018
Q4 		$218K Buy
+3,205
New +$243K 0.04% 140

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 $869M AUM 16.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Autus Asset Management's VFMO Position: Q4 2022 in Review

Autus Asset Management held its Vanguard US Momentum Factor ETF (VFMO) position steady in Q4 2022 at 1,925 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #141.

Autus Asset Management first reported a position in VFMO in Q4 2018 and has held it in 15 quarters since. The position peaked at $506K in Q1 2022. 55 funds tracked by Wall St. Rank hold VFMO as of Q4 2022.

  • Autus Asset Management held 1,925 shares of Vanguard US Momentum Factor ETF worth $220K as of Q4 2022.
  • Autus Asset Management left its Vanguard US Momentum Factor ETF share count unchanged in Q4 2022.
  • Vanguard US Momentum Factor ETF made up 0.04% of Autus Asset Management's portfolio in Q4 2022, its #141 holding.
  • Autus Asset Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2018 and has held it in 15 quarters since.
  • Autus Asset Management's Vanguard US Momentum Factor ETF position peaked at $506K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2022.

Based on Autus Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.