Fidelity Investments
VFMO icon

Fidelity Investments’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Fidelity Investments’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
-14
Closed -$1.84K – 5738
2023
Q4 		$1.84K Buy
+14
New +$1.65K ﹤0.01% 4663
2022
Q1 		– Sell
-2
Closed – – 5516
2021
Q4 		$0 Buy
+2
New +$269 ﹤0.01% 4970

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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

Fidelity Investments's VFMO Position: Q1 2024 in Review

Fidelity Investments sold out of Vanguard US Momentum Factor ETF (VFMO) in Q1 2024, closing a stake of 14 shares — an estimated $1.84K sold.

Fidelity Investments first reported a position in VFMO in Q4 2021 and held it in 2 quarters. The position peaked at $1.84K in Q4 2023. 81 funds tracked by Wall St. Rank hold VFMO as of Q1 2024.

  • Fidelity Investments reported no remaining Vanguard US Momentum Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 14 Vanguard US Momentum Factor ETF shares in Q1 2024, an estimated $1.84K.
  • Fidelity Investments first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and held it in 2 quarters.
  • Fidelity Investments's Vanguard US Momentum Factor ETF position peaked at $1.84K in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.