DADC
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D.A. Davidson & Co’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

D.A. Davidson & Co’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 		$445K Hold
3,190
– – ﹤0.01% 1247
2026
Q1 		$425K Hold
3,190
– – ﹤0.01% 1228
2025
Q4 		$416K Sell
3,190
-400
-11% -$52.2K ﹤0.01% 1208
2025
Q3 		$471K Buy
3,590
+400
+13% +$51.8K ﹤0.01% 1147
2025
Q2 		$409K Sell
3,190
-400
-11% -$49.8K ﹤0.01% 1131
2025
Q1 		$455K Hold
3,590
– – ﹤0.01% 1070
2024
Q4 		$433K Hold
3,590
– – ﹤0.01% 1066
2024
Q3 		$437K Sell
3,590
-175
-5% -$20.7K ﹤0.01% 1067
2024
Q2 		$428K Hold
3,765
– – ﹤0.01% 1033
2024
Q1 		$421K Buy
3,765
+30
+0.8% +$3.23K ﹤0.01% 1045
2023
Q4 		$391K Hold
3,735
– – ﹤0.01% 1038
2023
Q3 		$359K Hold
3,735
– – ﹤0.01% 1026
2023
Q2 		$373K Hold
3,735
– – ﹤0.01% 1012
2023
Q1 		$367K Hold
3,735
– – ﹤0.01% 1004
2022
Q4 		$367K Hold
3,735
– – ﹤0.01% 959
2022
Q3 		$333K Hold
3,735
– – ﹤0.01% 965
2022
Q2 		$360K Hold
3,735
– – ﹤0.01% 939
2022
Q1 		$386K Hold
3,735
– – ﹤0.01% 976
2021
Q4 		$398K Sell
3,735
-150
-4% -$15.4K ﹤0.01% 958
2021
Q3 		$379K Hold
3,885
– – ﹤0.01% 929
2021
Q2 		$382K Hold
3,885
– – ﹤0.01% 914
2021
Q1 		$363K Hold
3,885
– – ﹤0.01% 893
2020
Q4 		$348K Sell
3,885
-420
-10% -$36.1K 0.01% 808
2020
Q3 		$355K Hold
4,305
– – 0.01% 720
2020
Q2 		$340K Hold
4,305
– – 0.01% 716
2020
Q1 		$308K Hold
4,305
– – 0.01% 733
2019
Q4 		$395K Hold
4,305
– – 0.01% 739
2019
Q3 		$384K Buy
4,305
+50
+1% +$4.43K 0.01% 724
2019
Q2 		$368K Buy
4,255
+1,340
+46% +$113K 0.01% 724
2019
Q1 		$241K Buy
+2,915
New +$234K ﹤0.01% 972

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

D.A. Davidson & Co's VFMV Position: Q2 2026 in Review

D.A. Davidson & Co held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q2 2026 at 3,190 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

D.A. Davidson & Co first reported a position in VFMV in Q1 2019 and has held it in 30 quarters since. The position peaked at $471K in Q3 2025. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • D.A. Davidson & Co held 3,190 shares of Vanguard US Minimum Volatility ETF worth $445K as of Q2 2026.
  • D.A. Davidson & Co left its Vanguard US Minimum Volatility ETF share count unchanged in Q2 2026.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1247 holding.
  • D.A. Davidson & Co first reported a position in Vanguard US Minimum Volatility ETF in Q1 2019 and has held it in 30 quarters since.
  • D.A. Davidson & Co's Vanguard US Minimum Volatility ETF position peaked at $471K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.