Vestmark Advisory Solutions’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Vestmark Advisory Solutions’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
2019 Q4	–	Sell	-2,665	Closed	-$215K	–	508
2019 Q3	$215K	Hold	2,665	–	–	0.03%	515
2019 Q2	$220K	Hold	2,665	–	–	0.04%	499
2019 Q1	$211K	Buy	+2,665	New	+$203K	0.04%	490

Other funds holding VFMO

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AAM

Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return

Vestmark Advisory Solutions's VFMO Position: Q4 2019 in Review

Vestmark Advisory Solutions sold out of Vanguard US Momentum Factor ETF (VFMO) in Q4 2019, closing a stake of 2,665 shares — an estimated $215K sold.

Vestmark Advisory Solutions first reported a position in VFMO in Q1 2019 and held it in 3 quarters. The position peaked at $220K in Q2 2019. 16 funds tracked by Wall St. Rank hold VFMO as of Q4 2019.

Vestmark Advisory Solutions reported no remaining Vanguard US Momentum Factor ETF position as of Q4 2019 after selling out during the quarter.
Vestmark Advisory Solutions sold 2,665 Vanguard US Momentum Factor ETF shares in Q4 2019, an estimated $215K.
Vestmark Advisory Solutions first reported a position in Vanguard US Momentum Factor ETF in Q1 2019 and held it in 3 quarters.
Vestmark Advisory Solutions's Vanguard US Momentum Factor ETF position peaked at $220K in Q2 2019.
16 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2019.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2019, filed 14 Feb 2020.