BFG
VFMV icon

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

Bleakley Financial 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
2023
Q1 		– Sell
-12,584
Closed -$1.24M – 950
2022
Q4 		$1.24M Buy
+12,584
New +$1.23M 0.04% 345

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bleakley Financial Group's VFMV Position: Q1 2023 in Review

Bleakley Financial Group sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2023, closing a stake of 12,584 shares — an estimated $1.24M sold.

Bleakley Financial Group first reported a position in VFMV in Q4 2022 and held it in 1 quarter. The position peaked at $1.24M in Q4 2022. 31 funds tracked by Wall St. Rank hold VFMV as of Q1 2023.

  • Bleakley Financial Group reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 12,584 Vanguard US Minimum Volatility ETF shares in Q1 2023, an estimated $1.24M.
  • Bleakley Financial Group first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and held it in 1 quarter.
  • Bleakley Financial Group's Vanguard US Minimum Volatility ETF position peaked at $1.24M in Q4 2022.
  • 31 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2023.

Based on Bleakley Financial Group's 13F filing for Q1 2023, filed 12 May 2023.