Edge Capital Group
VFMO icon

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 		$4.14M 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

Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Strategic Financial Services
Strategic Financial Services Utica, New York $2.27B AUM 12.86% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Davidson Investment Advisors
Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Schulz Wealth
Schulz Wealth Mansfield, Texas $213M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 128 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.
  • 128 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.