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Foundations Investment Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Foundations Investment Advisors’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 		$21.7M Buy
163,235
+14,577
+10% +$1.97M 0.27% 89
2025
Q4 		$19.4M Buy
148,658
+4,360
+3% +$569K 0.25% 87
2025
Q3 		$18.9M Buy
144,298
+4,613
+3% +$597K 0.28% 85
2025
Q2 		$17.9M Buy
139,685
+6,048
+5% +$753K 0.28% 88
2025
Q1 		$16.9M Buy
133,637
+32,438
+32% +$4.05M 0.31% 78
2024
Q4 		$12.2M Buy
101,199
+6,649
+7% +$821K 0.24% 96
2024
Q3 		$11.5M Buy
94,550
+37,953
+67% +$4.48M 0.24% 93
2024
Q2 		$6.43M Buy
56,597
+2,868
+5% +$319K 0.16% 117
2024
Q1 		$6.01M Buy
53,729
+3,154
+6% +$340K 0.16% 120
2023
Q4 		$5.4M Sell
50,575
-6,603
-12% -$659K 0.15% 116
2023
Q3 		$5.5M Buy
57,178
+19,439
+52% +$1.93M 0.17% 103
2023
Q2 		$3.77M Buy
37,739
+8,128
+27% +$800K 0.12% 121
2023
Q1 		$2.91M Buy
+29,611
New +$2.92M 0.1% 126

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
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
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Foundations Investment Advisors's VFMV Position: Q1 2026 in Review

Foundations Investment Advisors increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 9.8% in Q1 2026, buying an estimated $1.97M and bringing the position to 163,235 shares worth $21.7M. The position accounts for 0.27% of the portfolio, ranked #89.

Foundations Investment Advisors first reported a position in VFMV in Q1 2023 and has held it in 13 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Foundations Investment Advisors held 163,235 shares of Vanguard US Minimum Volatility ETF worth $21.7M as of Q1 2026.
  • Foundations Investment Advisors bought 14,577 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $1.97M.
  • Vanguard US Minimum Volatility ETF made up 0.27% of Foundations Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • Foundations Investment Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q1 2023 and has held it in 13 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.