Compass Financial Group (South Dakota)’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Compass Financial Group (South Dakota)’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	$1.05M	Sell	7,532 -542	-7%	-$75.4K	0.12%	49
2026 Q1	$1.08M	Sell	8,074 -425	-5%	-$57.4K	0.15%	40
2025 Q4	$1.11M	Sell	8,499 -500	-6%	-$65.2K	0.16%	39
2025 Q3	$1.18M	Sell	8,999 -102	-1%	-$13.2K	0.18%	36
2025 Q2	$1.17M	Sell	9,101 -868	-9%	-$108K	0.19%	35
2025 Q1	$1.26M	Sell	9,969 -904	-8%	-$113K	0.24%	28
2024 Q4	$1.31M	Sell	10,873 -293	-3%	-$36.2K	0.25%	27
2024 Q3	$1.36M	Sell	11,166 -194	-2%	-$22.9K	0.27%	26
2024 Q2	$1.29M	Sell	11,360 -222	-2%	-$24.7K	0.28%	26
2024 Q1	$1.3M	Sell	11,582 -625	-5%	-$67.3K	0.3%	25
2023 Q4	$1.28M	Sell	12,207 -3,731	-23%	-$372K	0.34%	25
2023 Q3	$1.53M	Sell	15,938 -753	-5%	-$74.9K	0.46%	21
2023 Q2	$1.67M	Sell	16,691 -272	-2%	-$26.8K	0.5%	20
2023 Q1	$1.67M	Sell	16,963 -13	-0.1%	-$1.28K	0.55%	16
2022 Q4	$1.67M	Buy	+16,976	New	+$1.65M	0.6%	15

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Compass Financial Group (South Dakota)'s VFMV Position: Q2 2026 in Review

Compass Financial Group (South Dakota) reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 6.7% in Q2 2026, selling an estimated $75.4K and leaving 7,532 shares worth $1.05M. The position accounts for 0.12% of the portfolio, ranked #49.

Compass Financial Group (South Dakota) first reported a position in VFMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q4 2022. 49 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Compass Financial Group (South Dakota) held 7,532 shares of Vanguard US Minimum Volatility ETF worth $1.05M as of Q2 2026.
Compass Financial Group (South Dakota) sold 542 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $75.4K.
Vanguard US Minimum Volatility ETF made up 0.12% of Compass Financial Group (South Dakota)'s portfolio in Q2 2026, its #49 holding.
Compass Financial Group (South Dakota) first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and has held it in 15 quarters since.
Compass Financial Group (South Dakota)'s Vanguard US Minimum Volatility ETF position peaked at $1.67M in Q4 2022.
49 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Compass Financial Group (South Dakota)'s 13F filing for Q2 2026, filed 5 Aug 2026.