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Disciplined Investments’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Disciplined Investments’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
2020
Q1 		– Sell
-814
Closed -$75K – 472
2019
Q4 		$75K Buy
+814
New +$73.4K 0.06% 137

Other funds holding VFMV

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Disciplined Investments's VFMV Position: Q1 2020 in Review

Disciplined Investments sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2020, closing a stake of 814 shares — an estimated $75K sold.

Disciplined Investments first reported a position in VFMV in Q4 2019 and held it in 1 quarter. The position peaked at $75K in Q4 2019. 24 funds tracked by Wall St. Rank hold VFMV as of Q1 2020.

  • Disciplined Investments reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2020 after selling out during the quarter.
  • Disciplined Investments sold 814 Vanguard US Minimum Volatility ETF shares in Q1 2020, an estimated $75K.
  • Disciplined Investments first reported a position in Vanguard US Minimum Volatility ETF in Q4 2019 and held it in 1 quarter.
  • Disciplined Investments's Vanguard US Minimum Volatility ETF position peaked at $75K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2020.

Based on Disciplined Investments's 13F filing for Q1 2020, filed 19 May 2020.