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Raymond James & Associates’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Raymond James & Associates’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
Q3 		$603K Sell
3,745
-126
-3% -$19.4K ﹤0.01% 3000
2024
Q2 		$581K Buy
3,871
+886
+30% +$131K ﹤0.01% 2973
2024
Q1 		$452K Buy
2,985
+1,192
+66% +$167K ﹤0.01% 3113
2023
Q4 		$235K Buy
+1,793
New +$211K ﹤0.01% 3426
2020
Q2 		– Sell
-3,103
Closed -$210K – 3670
2020
Q1 		$210K Sell
3,103
-475
-13% -$38.9K ﹤0.01% 3011
2019
Q4 		$309K Sell
3,578
-373
-9% -$31K ﹤0.01% 3062
2019
Q3 		$319K Hold
3,951
– – ﹤0.01% 2969
2019
Q2 		$326K Sell
3,951
-1,218
-24% -$97.7K ﹤0.01% 2958
2019
Q1 		$410K Sell
5,169
-159
-3% -$12.1K ﹤0.01% 2797
2018
Q4 		$363K Sell
5,328
-1,731
-25% -$131K ﹤0.01% 2753
2018
Q3 		$611K Buy
+7,059
New +$598K ﹤0.01% 2572

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
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's VFMO Position: Q3 2024 in Review

Raymond James & Associates reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 3.3% in Q3 2024, selling an estimated $19.4K and leaving 3,745 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

Raymond James & Associates first reported a position in VFMO in Q3 2018 and has held it in 11 quarters since. The position peaked at $611K in Q3 2018. 102 funds tracked by Wall St. Rank hold VFMO as of Q3 2024.

  • Raymond James & Associates held 3,745 shares of Vanguard US Momentum Factor ETF worth $603K as of Q3 2024.
  • Raymond James & Associates sold 126 Vanguard US Momentum Factor ETF shares in Q3 2024, an estimated $19.4K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3000 holding.
  • Raymond James & Associates first reported a position in Vanguard US Momentum Factor ETF in Q3 2018 and has held it in 11 quarters since.
  • Raymond James & Associates's Vanguard US Momentum Factor ETF position peaked at $611K in Q3 2018.
  • 102 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.