ZIMP
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Zimmermann Investment Management & Planning’s Vanguard US Momentum Factor ETF VFMO Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-12,527
Closed -$2.02M – 129
2024
Q3 		$2.02M Buy
12,527
+9,447
+307% +$1.45M 0.62% 42
2024
Q2 		$463K Buy
+3,080
New +$456K 0.15% 85

Other funds holding VFMO

RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Zimmermann Investment Management & Planning's VFMO Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Vanguard US Momentum Factor ETF (VFMO) in Q4 2024, closing a stake of 12,527 shares — an estimated $2.02M sold.

Zimmermann Investment Management & Planning first reported a position in VFMO in Q2 2024 and held it in 2 quarters. The position peaked at $2.02M in Q3 2024. 126 funds tracked by Wall St. Rank hold VFMO as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Vanguard US Momentum Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 12,527 Vanguard US Momentum Factor ETF shares in Q4 2024, an estimated $2.02M.
  • Zimmermann Investment Management & Planning first reported a position in Vanguard US Momentum Factor ETF in Q2 2024 and held it in 2 quarters.
  • Zimmermann Investment Management & Planning's Vanguard US Momentum Factor ETF position peaked at $2.02M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Vanguard US Momentum Factor ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.