CIBC Private Wealth Group
VFMO icon

CIBC Private Wealth Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

CIBC Private Wealth 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
2022
Q2 		– Sell
-33
Closed -$4K – 1308
2022
Q1 		$4K Buy
+33
New +$4.08K ﹤0.01% 1198

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

CIBC Private Wealth Group's VFMO Position: Q2 2022 in Review

CIBC Private Wealth Group sold out of Vanguard US Momentum Factor ETF (VFMO) in Q2 2022, closing a stake of 33 shares — an estimated $4K sold.

CIBC Private Wealth Group first reported a position in VFMO in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 40 funds tracked by Wall St. Rank hold VFMO as of Q2 2022.

  • CIBC Private Wealth Group reported no remaining Vanguard US Momentum Factor ETF position as of Q2 2022 after selling out during the quarter.
  • CIBC Private Wealth Group sold 33 Vanguard US Momentum Factor ETF shares in Q2 2022, an estimated $4K.
  • CIBC Private Wealth Group first reported a position in Vanguard US Momentum Factor ETF in Q1 2022 and held it in 1 quarter.
  • CIBC Private Wealth Group's Vanguard US Momentum Factor ETF position peaked at $4K in Q1 2022.
  • 40 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2022.

Based on CIBC Private Wealth Group's 13F filing for Q2 2022, filed 3 Aug 2022.