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Edge Capital Group’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Edge Capital 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
2024
Q4 		$1.01M Sell
1,000
-5,468
-85% -$922K 0.05% 162
2024
Q3 		$1.04M Sell
6,468
-295
-4% -$45.4K 0.05% 160
2024
Q2 		$1.02M Buy
6,763
+2
+0% +$296 0.05% 162
2024
Q1 		$1.02M Sell
6,761
-1,541
-19% -$217K 0.05% 163
2023
Q4 		$1.09M Sell
8,302
-58,381
-88% -$6.88M 0.06% 155
2023
Q3 		$7.56M Buy
66,683
+505
+0.8% +$60.3K 0.49% 48
2023
Q2 		$8.02M Buy
66,178
+2,782
+4% +$317K 0.46% 53
2023
Q1 		$7.13M Buy
63,396
+5,998
+10% +$690K 0.44% 54
2022
Q4 		$6.55M Sell
57,398
-1,005
-2% -$117K 0.46% 53
2022
Q3 		$6.18M Buy
58,403
+53,901
+1,197% +$6.08M 0.51% 48
2022
Q2 		$636K Sell
4,502
-35,189
-89% -$4.1M 0.06% 177
2022
Q1 		$5.02M Buy
39,691
+4,536
+13% +$561K 0.34% 67
2021
Q4 		$4.68M Buy
35,155
+1,261
+4% +$170K 0.33% 68
2021
Q3 		$4.36M Sell
33,894
-965
-3% -$126K 0.35% 64
2021
Q2 		$4.58M Sell
34,859
-1,207
-3% -$154K 0.37% 60
2021
Q1 		$4.47M Sell
36,066
-643
-2% -$79.9K 0.37% 62
2020
Q4 		$4.13M Buy
36,709
+276
+0.8% +$28.6K 0.35% 65
2020
Q3 		$3.46M Buy
36,433
+5,750
+19% +$531K 0.35% 61
2020
Q2 		$2.64M Sell
30,683
-11,042
-26% -$867K 0.28% 77
2020
Q1 		$2.82M Sell
41,725
-2,514
-6% -$206K 0.34% 63
2019
Q4 		$3.82M Sell
44,239
-990
-2% -$82.4K 0.37% 62
2019
Q3 		$3.65M Sell
45,229
-1,089
-2% -$90.5K 0.37% 67
2019
Q2 		$3.82M Sell
46,318
-2,762
-6% -$222K 0.37% 64
2019
Q1 		$3.89M Sell
49,080
-1,046
-2% -$79.5K 0.38% 63
2018
Q4 		$3.42M Buy
+50,126
New +$3.8M 0.37% 59

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Capital Group's VFMO Position: Q4 2024 in Review

Edge Capital Group reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 85% in Q4 2024, selling an estimated $922K and leaving 1,000 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #162.

Edge Capital Group first reported a position in VFMO in Q4 2018 and has held it in 25 quarters since. The position peaked at $8.02M in Q2 2023. 125 funds tracked by Wall St. Rank hold VFMO as of Q4 2024.

  • Edge Capital Group held 1,000 shares of Vanguard US Momentum Factor ETF worth $1.01M as of Q4 2024.
  • Edge Capital Group sold 5,468 Vanguard US Momentum Factor ETF shares in Q4 2024, an estimated $922K.
  • Vanguard US Momentum Factor ETF made up 0.05% of Edge Capital Group's portfolio in Q4 2024, its #162 holding.
  • Edge Capital Group first reported a position in Vanguard US Momentum Factor ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's Vanguard US Momentum Factor ETF position peaked at $8.02M in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.