CFD
VFMV icon

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
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

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

Creative Financial Designs's VFMV Position: Q1 2026 in Review

Creative Financial Designs increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 2.2% in Q1 2026, buying an estimated $88.8K and bringing the position to 30,053 shares worth $4M. The position accounts for 0.24% of the portfolio, ranked #90.

Creative Financial Designs first reported a position in VFMV in Q2 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Creative Financial Designs held 30,053 shares of Vanguard US Minimum Volatility ETF worth $4M as of Q1 2026.
  • Creative Financial Designs bought 657 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $88.8K.
  • Vanguard US Minimum Volatility ETF made up 0.24% of Creative Financial Designs's portfolio in Q1 2026, its #90 holding.
  • Creative Financial Designs first reported a position in Vanguard US Minimum Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.