CFCI
VFMO icon

Comprehensive Financial Consultants Institutional’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q1 		– Sell
-72
Closed -$8K – 484
2021
Q4 		$8K Buy
+72
New +$9.69K 0.01% 361

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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's VFMO Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2022, closing a stake of 72 shares — an estimated $8K sold.

Comprehensive Financial Consultants Institutional first reported a position in VFMO in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 40 funds tracked by Wall St. Rank hold VFMO as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 72 Vanguard US Momentum Factor ETF shares in Q1 2022, an estimated $8K.
  • Comprehensive Financial Consultants Institutional first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Vanguard US Momentum Factor ETF position peaked at $8K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.