GJIA
VFMV icon

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

Glass Jacobson 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 		$1.35M Sell
10,143
-24
-0.2% -$3.24K 0.47% 74
2025
Q4 		$1.33M Buy
10,167
+263
+3% +$34.3K 0.48% 68
2025
Q3 		$1.3M Buy
9,904
+659
+7% +$85.3K 0.47% 69
2025
Q2 		$1.19M Buy
9,245
+961
+12% +$120K 0.46% 69
2025
Q1 		$998K Hold
8,284
– – 0.33% 93
2024
Q4 		$998K Buy
8,284
+6,635
+402% +$819K 0.33% 93
2024
Q3 		$201K Buy
1,649
+181
+12% +$21.4K 0.07% 223
2024
Q2 		$167K Buy
1,468
+800
+120% +$88.9K 0.06% 231
2024
Q1 		$74.8K Sell
668
-719
-52% -$77.4K 0.03% 304
2023
Q4 		$145K Buy
1,387
+1,215
+706% +$121K 0.06% 236
2023
Q3 		$16.6K Buy
172
+36
+26% +$3.58K 0.01% 446
2023
Q2 		$13.5K Buy
+136
New +$13.4K 0.01% 472

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

Glass Jacobson Investment Advisors's VFMV Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.24% in Q1 2026, selling an estimated $3.24K and leaving 10,143 shares worth $1.35M. The position accounts for 0.47% of the portfolio, ranked #74.

Glass Jacobson Investment Advisors first reported a position in VFMV in Q2 2023 and has held it in 12 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Glass Jacobson Investment Advisors held 10,143 shares of Vanguard US Minimum Volatility ETF worth $1.35M as of Q1 2026.
  • Glass Jacobson Investment Advisors sold 24 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $3.24K.
  • Vanguard US Minimum Volatility ETF made up 0.47% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #74 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q2 2023 and has held it in 12 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.