EFG
VFMV icon

Elm3 Financial Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Elm3 Financial Group’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 		$316K Sell
2,264
-70
-3% -$9.74K 0.22% 104
2026
Q1 		$311K Sell
2,334
-1
-0% -$135 0.26% 88
2025
Q4 		$304K Buy
2,335
+277
+13% +$36.1K 0.25% 89
2025
Q3 		$270K Sell
2,058
-121
-6% -$15.7K 0.22% 93
2025
Q2 		$279K Buy
+2,179
New +$271K 0.23% 93

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

Elm3 Financial Group's VFMV Position: Q2 2026 in Review

Elm3 Financial Group reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 3% in Q2 2026, selling an estimated $9.74K and leaving 2,264 shares worth $316K. The position accounts for 0.22% of the portfolio, ranked #104.

Elm3 Financial Group 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.

  • Elm3 Financial Group held 2,264 shares of Vanguard US Minimum Volatility ETF worth $316K as of Q2 2026.
  • Elm3 Financial Group sold 70 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $9.74K.
  • Vanguard US Minimum Volatility ETF made up 0.22% of Elm3 Financial Group's portfolio in Q2 2026, its #104 holding.
  • Elm3 Financial Group 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 Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.