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

Advisor OS’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
2025
Q2 		– Sell
-4,187
Closed -$531K – 485
2025
Q1 		$531K Buy
+4,187
New +$523K 0.06% 227

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWG
Martin Worley Group Cottonwood Heights, Utah $204M AUM
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor OS's VFMV Position: Q2 2025 in Review

Advisor OS sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2025, closing a stake of 4,187 shares — an estimated $531K sold.

Advisor OS first reported a position in VFMV in Q1 2025 and held it in 1 quarter. The position peaked at $531K in Q1 2025. 66 funds tracked by Wall St. Rank hold VFMV as of Q2 2025.

  • Advisor OS reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor OS sold 4,187 Vanguard US Minimum Volatility ETF shares in Q2 2025, an estimated $531K.
  • Advisor OS first reported a position in Vanguard US Minimum Volatility ETF in Q1 2025 and held it in 1 quarter.
  • Advisor OS's Vanguard US Minimum Volatility ETF position peaked at $531K in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2025.

Based on Advisor OS's 13F filing for Q2 2025, filed 14 Aug 2025.