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Advisor Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Advisor Group’s Portfolio VFMV Stock Details VFMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$61K Sell
662
-16,923
-96% -$1.53M ﹤0.01% 3294
2019
Q3 		$1.57M Buy
+17,585
New +$1.56M 0.01% 876
2019
Q1 		– Sell
-50
Closed -$4K – 5338
2018
Q4 		$4K Buy
+50
New +$4.01K ﹤0.01% 4639

Other funds holding VFMV

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Advisor Group's VFMV Position: Q4 2019 in Review

Advisor Group reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 96% in Q4 2019, selling an estimated $1.53M and leaving 662 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #3294.

Advisor Group first reported a position in VFMV in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.57M in Q3 2019. 24 funds tracked by Wall St. Rank hold VFMV as of Q4 2019.

  • Advisor Group held 662 shares of Vanguard US Minimum Volatility ETF worth $61K as of Q4 2019.
  • Advisor Group sold 16,923 Vanguard US Minimum Volatility ETF shares in Q4 2019, an estimated $1.53M.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3294 holding.
  • Advisor Group first reported a position in Vanguard US Minimum Volatility ETF in Q4 2018 and has held it in 3 quarters since.
  • Advisor Group's Vanguard US Minimum Volatility ETF position peaked at $1.57M in Q3 2019.
  • 24 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.