Avantax Advisory Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Avantax Advisory Services’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	$2M	Buy	15,573 +2,214	+17%	+$276K	0.01%	801
2025 Q1	$1.69M	Sell	13,359 -151	-1%	-$18.9K	0.01%	833
2024 Q4	$1.63M	Buy	13,510 +1,158	+9%	+$143K	0.01%	825
2024 Q3	$1.5M	Buy	12,352 +676	+6%	+$79.8K	0.01%	819
2024 Q2	$1.33M	Buy	11,676 +426	+4%	+$47.4K	0.01%	833
2024 Q1	$1.26M	Sell	11,250 -35,895	-76%	-$3.86M	0.01%	676
2023 Q4	$4.93M	Buy	47,145 +726	+2%	+$72.4K	0.05%	286
2023 Q3	$4.46M	Buy	46,419 +4,775	+11%	+$475K	0.05%	282
2023 Q2	$4.16M	Buy	41,644 +1,950	+5%	+$192K	0.05%	294
2023 Q1	$3.91M	Buy	39,694 +909	+2%	+$89.8K	0.05%	292
2022 Q4	$3.82M	Buy	38,785 +190	+0.5%	+$18.5K	0.05%	275
2022 Q3	$3.44M	Buy	38,595 +2,632	+7%	+$258K	0.05%	265
2022 Q2	$3.46M	Buy	35,963 +1,882	+6%	+$187K	0.05%	263
2022 Q1	$3.53M	Buy	34,081 +23,127	+211%	+$2.34M	0.05%	271
2021 Q4	$1.17M	Sell	10,954 -630	-5%	-$64.5K	0.02%	491
2021 Q3	$1.13M	Sell	11,584 -2,940	-20%	-$297K	0.02%	454
2021 Q2	$1.43M	Buy	14,524 +9,368	+182%	+$906K	0.03%	401
2021 Q1	$482K	Hold	5,156	–	–	0.01%	632
2020 Q4	$461K	Hold	5,156	–	–	0.01%	582
2020 Q3	$425K	Hold	5,156	–	–	0.01%	863
2020 Q2	$408K	Buy	5,156 +1,077	+26%	+$83.3K	0.01%	534
2020 Q1	$292K	Buy	+4,079	New	+$353K	0.01%	582

Other funds holding VFMV

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Martin Worley Group Cottonwood Heights, Utah $204M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Avantax Advisory Services's VFMV Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 17% in Q2 2025, buying an estimated $276K and bringing the position to 15,573 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #801.

Avantax Advisory Services first reported a position in VFMV in Q1 2020 and has held it in 22 quarters since. The position peaked at $4.93M in Q4 2023. 66 funds tracked by Wall St. Rank hold VFMV as of Q2 2025.

Avantax Advisory Services held 15,573 shares of Vanguard US Minimum Volatility ETF worth $2M as of Q2 2025.
Avantax Advisory Services bought 2,214 Vanguard US Minimum Volatility ETF shares in Q2 2025, an estimated $276K.
Vanguard US Minimum Volatility ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #801 holding.
Avantax Advisory Services first reported a position in Vanguard US Minimum Volatility ETF in Q1 2020 and has held it in 22 quarters since.
Avantax Advisory Services's Vanguard US Minimum Volatility ETF position peaked at $4.93M in Q4 2023.
66 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.