CX Institutional
VFMV icon

CX Institutional’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

CX Institutional’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
Q3 		$5K Sell
34
-33
-49% -$4.75K ﹤0.01% 1458
2026
Q2 		$9K Buy
+67
New +$9.32K ﹤0.01% 1317

Other funds holding VFMV

Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sculati Wealth Management
Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return
Harpswell Capital Advisors
Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return
Guyasuta Investment Advisors
Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

CX Institutional's VFMV Position: Q3 2026 in Review

CX Institutional reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 49% in Q3 2026, selling an estimated $4.75K and leaving 34 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

CX Institutional first reported a position in VFMV in Q2 2026 and has held it in 2 quarters since. The position peaked at $9K in Q2 2026. 18 funds tracked by Wall St. Rank hold VFMV as of Q3 2026.

  • CX Institutional held 34 shares of Vanguard US Minimum Volatility ETF worth $5K as of Q3 2026.
  • CX Institutional sold 33 Vanguard US Minimum Volatility ETF shares in Q3 2026, an estimated $4.75K.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1458 holding.
  • CX Institutional first reported a position in Vanguard US Minimum Volatility ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Vanguard US Minimum Volatility ETF position peaked at $9K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.