Capital Analysts LLC
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Capital Analysts LLC’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Capital Analysts LLC’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 		$3.15M Buy
22,575
+2,043
+10% +$284K 0.07% 213
2026
Q1 		$2.74M Buy
20,532
+20,509
+89,170% +$2.77M 0.07% 222
2025
Q4 		$3K Hold
23
– – ﹤0.01% 1399
2025
Q3 		$3K Buy
+23
New +$2.98K ﹤0.01% 1361

Other funds holding VFMV

Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B 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
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Capital Analysts LLC's VFMV Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 10% in Q2 2026, buying an estimated $284K and bringing the position to 22,575 shares worth $3.15M. The position accounts for 0.07% of the portfolio, ranked #213.

Capital Analysts LLC first reported a position in VFMV in Q3 2025 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Capital Analysts LLC held 22,575 shares of Vanguard US Minimum Volatility ETF worth $3.15M as of Q2 2026.
  • Capital Analysts LLC bought 2,043 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $284K.
  • Vanguard US Minimum Volatility ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #213 holding.
  • Capital Analysts LLC first reported a position in Vanguard US Minimum Volatility ETF in Q3 2025 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.