Cetera Advisor Networks
VFMO icon

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

Cetera Advisor Networks’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
2024
Q1 		– Sell
-4,404
Closed -$578K – 2934
2023
Q4 		$578K Sell
4,404
-355
-7% -$41.8K ﹤0.01% 1757
2023
Q3 		$540K Sell
4,759
-209
-4% -$25K ﹤0.01% 1711
2023
Q2 		$602K Sell
4,968
-160
-3% -$18.2K ﹤0.01% 1591
2023
Q1 		$577K Sell
5,128
-42
-0.8% -$4.83K ﹤0.01% 1598
2022
Q4 		$590K Buy
+5,170
New +$599K ﹤0.01% 1524

Other funds holding VFMO

Ritholtz Wealth Management
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Strategic Financial Services
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Schulz Wealth
Schulz Wealth Mansfield, Texas $194M AUM
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Cetera Advisor Networks's VFMO Position: Q1 2024 in Review

Cetera Advisor Networks sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2024, closing a stake of 4,404 shares — an estimated $578K sold.

Cetera Advisor Networks first reported a position in VFMO in Q4 2022 and held it in 5 quarters. The position peaked at $602K in Q2 2023. 81 funds tracked by Wall St. Rank hold VFMO as of Q1 2024.

  • Cetera Advisor Networks reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Cetera Advisor Networks sold 4,404 Vanguard US Momentum Factor ETF shares in Q1 2024, an estimated $578K.
  • Cetera Advisor Networks first reported a position in Vanguard US Momentum Factor ETF in Q4 2022 and held it in 5 quarters.
  • Cetera Advisor Networks's Vanguard US Momentum Factor ETF position peaked at $602K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.