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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
Q2 		$24.4M Buy
174,905
+11,670
+7% +$1.62M 0.25% 95
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

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

Foundations Investment Advisors's VFMV Position: Q2 2026 in Review

Foundations Investment Advisors increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 7.1% in Q2 2026, buying an estimated $1.62M and bringing the position to 174,905 shares worth $24.4M. The position accounts for 0.25% of the portfolio, ranked #95.

Foundations Investment Advisors first reported a position in VFMV in Q1 2023 and has held it in 14 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Foundations Investment Advisors held 174,905 shares of Vanguard US Minimum Volatility ETF worth $24.4M as of Q2 2026.
  • Foundations Investment Advisors bought 11,670 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $1.62M.
  • Vanguard US Minimum Volatility ETF made up 0.25% of Foundations Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Foundations Investment Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q1 2023 and has held it in 14 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.