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
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

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

Elm3 Financial Group's VFMV Position: Q1 2026 in Review

Elm3 Financial Group reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.04% in Q1 2026, selling an estimated $135 and leaving 2,334 shares worth $311K. The position accounts for 0.26% of the portfolio, ranked #88.

Elm3 Financial Group 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.

  • Elm3 Financial Group held 2,334 shares of Vanguard US Minimum Volatility ETF worth $311K as of Q1 2026.
  • Elm3 Financial Group sold 1 Vanguard US Minimum Volatility ETF share in Q1 2026, an estimated $135.
  • Vanguard US Minimum Volatility ETF made up 0.26% of Elm3 Financial Group's portfolio in Q1 2026, its #88 holding.
  • Elm3 Financial Group 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 Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.