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Symmetry Partners’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Symmetry Partners’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 		– Sell
-76,685
Closed -$11.5M – 487
2024
Q2 		$11.5M Buy
76,685
+3,198
+4% +$473K 0.59% 40
2024
Q1 		$11.1M Buy
73,487
+9,309
+15% +$1.31M 0.87% 33
2023
Q4 		$8.52M Sell
64,178
-2,478
-4% -$292K 0.46% 49
2023
Q3 		$7.56M Buy
+66,656
New +$7.96M 0.41% 51

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 22.94% 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

Symmetry Partners's VFMO Position: Q3 2024 in Review

Symmetry Partners sold out of Vanguard US Momentum Factor ETF (VFMO) in Q3 2024, closing a stake of 76,685 shares — an estimated $11.5M sold.

Symmetry Partners first reported a position in VFMO in Q3 2023 and held it in 4 quarters. The position peaked at $11.5M in Q2 2024. 102 funds tracked by Wall St. Rank hold VFMO as of Q3 2024.

  • Symmetry Partners reported no remaining Vanguard US Momentum Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Symmetry Partners sold 76,685 Vanguard US Momentum Factor ETF shares in Q3 2024, an estimated $11.5M.
  • Symmetry Partners first reported a position in Vanguard US Momentum Factor ETF in Q3 2023 and held it in 4 quarters.
  • Symmetry Partners's Vanguard US Momentum Factor ETF position peaked at $11.5M in Q2 2024.
  • 102 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.