CJ
VFMV icon

Caitlin John’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Caitlin John’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
2026
Q2 		$414K Sell
2,969
-77
-3% -$10.7K 0.23% 116
2026
Q1 		$406K Sell
3,046
-34
-1% -$4.59K 0.24% 75
2025
Q4 		$401K Sell
3,080
-10
-0.3% -$1.3K 0.26% 84
2025
Q3 		$406K Buy
3,090
+9
+0.3% +$1.17K 0.28% 81
2025
Q2 		$395K Sell
3,081
-609
-17% -$75.8K 0.36% 65
2025
Q1 		$468K Sell
3,690
-942
-20% -$118K 0.46% 60
2024
Q4 		$558K Sell
4,632
-324
-7% -$40K 0.37% 66
2024
Q3 		$622K Buy
4,956
+167
+3% +$19.7K 0.39% 60
2024
Q2 		$544K Buy
4,789
+604
+14% +$67.1K 0.39% 63
2024
Q1 		$468K Buy
4,185
+885
+27% +$95.3K 0.35% 65
2023
Q4 		$345K Buy
+3,300
New +$329K 0.28% 83

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 $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Caitlin John's VFMV Position: Q2 2026 in Review

Caitlin John reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 2.5% in Q2 2026, selling an estimated $10.7K and leaving 2,969 shares worth $414K. The position accounts for 0.23% of the portfolio, ranked #116.

Caitlin John first reported a position in VFMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $622K in Q3 2024. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Caitlin John held 2,969 shares of Vanguard US Minimum Volatility ETF worth $414K as of Q2 2026.
  • Caitlin John sold 77 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $10.7K.
  • Vanguard US Minimum Volatility ETF made up 0.23% of Caitlin John's portfolio in Q2 2026, its #116 holding.
  • Caitlin John first reported a position in Vanguard US Minimum Volatility ETF in Q4 2023 and has held it in 11 quarters since.
  • Caitlin John's Vanguard US Minimum Volatility ETF position peaked at $622K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.