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Cornerstone Planning’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Cornerstone Planning’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 		$2.69M Buy
19,272
+40
+0.2% +$5.57K 0.62% 61
2026
Q1 		$2.56M Sell
19,232
-10,477
-35% -$1.42M 0.58% 67
2025
Q4 		$3.9M Buy
+29,709
New +$3.88M 0.9% 36

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

Cornerstone Planning's VFMV Position: Q2 2026 in Review

Cornerstone Planning increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.21% in Q2 2026, buying an estimated $5.57K and bringing the position to 19,272 shares worth $2.69M. The position accounts for 0.62% of the portfolio, ranked #61.

Cornerstone Planning first reported a position in VFMV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.9M in Q4 2025. 88 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Cornerstone Planning held 19,272 shares of Vanguard US Minimum Volatility ETF worth $2.69M as of Q2 2026.
  • Cornerstone Planning bought 40 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $5.57K.
  • Vanguard US Minimum Volatility ETF made up 0.62% of Cornerstone Planning's portfolio in Q2 2026, its #61 holding.
  • Cornerstone Planning first reported a position in Vanguard US Minimum Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning's Vanguard US Minimum Volatility ETF position peaked at $3.9M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.