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Raymond James Financial Services Advisors’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Raymond James Financial Services Advisors’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 		$3.19M Sell
19,817
-94
-0.5% -$14.5K ﹤0.01% 1476
2024
Q2 		$2.99M Sell
19,911
-266
-1% -$39.3K ﹤0.01% 1443
2024
Q1 		$3.05M Sell
20,177
-638
-3% -$89.7K ﹤0.01% 1414
2023
Q4 		$2.73M Sell
20,815
-7,918
-28% -$933K ﹤0.01% 1402
2023
Q3 		$3.26M Sell
28,733
-2,640
-8% -$315K 0.01% 1227
2023
Q2 		$3.8M Sell
31,373
-2,625
-8% -$299K 0.01% 1171
2023
Q1 		$3.83M Buy
33,998
+3,020
+10% +$347K 0.01% 1127
2022
Q4 		$3.53M Buy
30,978
+14,778
+91% +$1.71M 0.01% 1141
2022
Q3 		$1.71M Buy
16,200
+13,852
+590% +$1.56M ﹤0.01% 1507
2022
Q2 		$250K Buy
+2,348
New +$274K ﹤0.01% 2717

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 $982M AUM 21.85% 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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial Services Advisors's VFMO Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 0.47% in Q3 2024, selling an estimated $14.5K and leaving 19,817 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Raymond James Financial Services Advisors first reported a position in VFMO in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.83M in Q1 2023. 102 funds tracked by Wall St. Rank hold VFMO as of Q3 2024.

  • Raymond James Financial Services Advisors held 19,817 shares of Vanguard US Momentum Factor ETF worth $3.19M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 94 Vanguard US Momentum Factor ETF shares in Q3 2024, an estimated $14.5K.
  • Vanguard US Momentum Factor ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1476 holding.
  • Raymond James Financial Services Advisors first reported a position in Vanguard US Momentum Factor ETF in Q2 2022 and has held it in 10 quarters since.
  • Raymond James Financial Services Advisors's Vanguard US Momentum Factor ETF position peaked at $3.83M in Q1 2023.
  • 102 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.