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

Fidelity 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
2024
Q1 		– Sell
-18
Closed -$1.88K – 5740
2023
Q4 		$1.88K Buy
+18
New +$1.8K ﹤0.01% 4659
2022
Q1 		– Sell
-1
Closed – – 5517
2021
Q4 		$0 Hold
1
– – ﹤0.01% 4971
2021
Q3 		$0 Buy
+1
New +$101 ﹤0.01% 5084

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments's VFMV Position: Q1 2024 in Review

Fidelity Investments sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q1 2024, closing a stake of 18 shares — an estimated $1.88K sold.

Fidelity Investments first reported a position in VFMV in Q3 2021 and held it in 3 quarters. The position peaked at $1.88K in Q4 2023. 35 funds tracked by Wall St. Rank hold VFMV as of Q1 2024.

  • Fidelity Investments reported no remaining Vanguard US Minimum Volatility ETF position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 18 Vanguard US Minimum Volatility ETF shares in Q1 2024, an estimated $1.88K.
  • Fidelity Investments first reported a position in Vanguard US Minimum Volatility ETF in Q3 2021 and held it in 3 quarters.
  • Fidelity Investments's Vanguard US Minimum Volatility ETF position peaked at $1.88K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.