AAS
VFMV icon

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

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 $1.32B AUM 22.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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.