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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
Q1 		$2.73M 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

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Capital Analysts LLC's VFMV Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 89,170% in Q1 2026, buying an estimated $2.77M and bringing the position to 20,532 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #222.

Capital Analysts LLC first reported a position in VFMV in Q3 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Capital Analysts LLC held 20,532 shares of Vanguard US Minimum Volatility ETF worth $2.73M as of Q1 2026.
  • Capital Analysts LLC bought 20,509 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $2.77M.
  • Vanguard US Minimum Volatility ETF made up 0.07% of Capital Analysts LLC's portfolio in Q1 2026, its #222 holding.
  • Capital Analysts LLC first reported a position in Vanguard US Minimum Volatility ETF in Q3 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.