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Wilbanks Smith & Thomas Asset Management’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Wilbanks Smith & Thomas Asset 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
2024
Q1 		$1.63M Sell
10,801
-8,187
-43% -$1.15M 0.05% 184
2023
Q4 		$2.49M Buy
+18,988
New +$2.24M 0.08% 149

Other funds holding VFMO

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SFS
Strategic Financial Services Utica, New York $2.28B AUM 22.9% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 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 $982M AUM 21.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VFMO Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its Vanguard US Momentum Factor ETF (VFMO) stake by 43% in Q1 2024, selling an estimated $1.15M and leaving 10,801 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #184.

Wilbanks Smith & Thomas Asset Management first reported a position in VFMO in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.49M in Q4 2023. 81 funds tracked by Wall St. Rank hold VFMO as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 10,801 shares of Vanguard US Momentum Factor ETF worth $1.63M as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management sold 8,187 Vanguard US Momentum Factor ETF shares in Q1 2024, an estimated $1.15M.
  • Vanguard US Momentum Factor ETF made up 0.05% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #184 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vanguard US Momentum Factor ETF in Q4 2023 and has held it in 2 quarters since.
  • Wilbanks Smith & Thomas Asset Management's Vanguard US Momentum Factor ETF position peaked at $2.49M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.