Creative Financial Designs’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Creative Financial Designs’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	$4.15M	Sell	29,807 -246	-0.8%	-$34.2K	0.2%	106
2026 Q1	$4M	Buy	30,053 +657	+2%	+$88.8K	0.24%	90
2025 Q4	$3.83M	Buy	29,396 +3,899	+15%	+$509K	0.24%	94
2025 Q3	$3.35M	Buy	25,497 +2,507	+11%	+$325K	0.22%	100
2025 Q2	$2.95M	Buy	+22,990	New	+$2.86M	0.21%	107

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Creative Financial Designs's VFMV Position: Q2 2026 in Review

Creative Financial Designs reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.82% in Q2 2026, selling an estimated $34.2K and leaving 29,807 shares worth $4.15M. The position accounts for 0.2% of the portfolio, ranked #106.

Creative Financial Designs first reported a position in VFMV in Q2 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Creative Financial Designs held 29,807 shares of Vanguard US Minimum Volatility ETF worth $4.15M as of Q2 2026.
Creative Financial Designs sold 246 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $34.2K.
Vanguard US Minimum Volatility ETF made up 0.2% of Creative Financial Designs's portfolio in Q2 2026, its #106 holding.
Creative Financial Designs first reported a position in Vanguard US Minimum Volatility ETF in Q2 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.