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Silicon Hills Wealth Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Silicon Hills Wealth Management’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
2023
Q2 		$363K Sell
2,991
-1
-0% -$114 0.2% 64
2023
Q1 		$337K Sell
2,992
-6,592
-69% -$758K 0.2% 61
2022
Q4 		$1.09M Buy
9,584
+4,346
+83% +$504K 0.81% 31
2022
Q3 		$554K Buy
5,238
+2
+0% +$226 0.44% 50
2022
Q2 		$558K Buy
5,236
+3,351
+178% +$391K 0.41% 52
2022
Q1 		$238K Sell
1,885
-129
-6% -$16K 0.15% 96
2021
Q4 		$268K Buy
+2,014
New +$271K 0.17% 103

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
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
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
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Silicon Hills Wealth Management's VFMO Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 0.03% in Q2 2023, selling an estimated $114 and leaving 2,991 shares worth $363K. The position accounts for 0.2% of the portfolio, ranked #64.

Silicon Hills Wealth Management first reported a position in VFMO in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.09M in Q4 2022. 62 funds tracked by Wall St. Rank hold VFMO as of Q2 2023.

  • Silicon Hills Wealth Management held 2,991 shares of Vanguard US Momentum Factor ETF worth $363K as of Q2 2023.
  • Silicon Hills Wealth Management sold 1 Vanguard US Momentum Factor ETF share in Q2 2023, an estimated $114.
  • Vanguard US Momentum Factor ETF made up 0.2% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #64 holding.
  • Silicon Hills Wealth Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2021 and has held it in 7 quarters since.
  • Silicon Hills Wealth Management's Vanguard US Momentum Factor ETF position peaked at $1.09M in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.