MFW
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Mosaic Family Wealth’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Mosaic Family Wealth’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
2021
Q4 		$908K Buy
6,820
+596
+10% +$80.2K 0.24% 65
2021
Q3 		$801K Buy
6,224
+1,546
+33% +$201K 0.22% 69
2021
Q2 		$615K Buy
+4,678
New +$597K 0.18% 83

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 $424B AUM 22.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mosaic Family Wealth's VFMO Position: Q4 2021 in Review

Mosaic Family Wealth increased its Vanguard US Momentum Factor ETF (VFMO) stake by 9.6% in Q4 2021, buying an estimated $80.2K and bringing the position to 6,820 shares worth $908K. The position accounts for 0.24% of the portfolio, ranked #65.

Mosaic Family Wealth first reported a position in VFMO in Q2 2021 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold VFMO as of Q4 2021.

  • Mosaic Family Wealth held 6,820 shares of Vanguard US Momentum Factor ETF worth $908K as of Q4 2021.
  • Mosaic Family Wealth bought 596 Vanguard US Momentum Factor ETF shares in Q4 2021, an estimated $80.2K.
  • Vanguard US Momentum Factor ETF made up 0.24% of Mosaic Family Wealth's portfolio in Q4 2021, its #65 holding.
  • Mosaic Family Wealth first reported a position in Vanguard US Momentum Factor ETF in Q2 2021 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.