Independence Asset Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Independence Asset 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	$2.58M	Hold	18,541	–	–	0.67%	10
2026 Q1	$2.47M	Hold	18,541	–	–	0.89%	9
2025 Q4	$2.42M	Sell	18,541 -2,462	-12%	-$321K	1.33%	7
2025 Q3	$2.76M	Buy	21,003 +88	+0.4%	+$11.4K	1.17%	6
2025 Q2	$2.68M	Buy	20,915 +100	+0.5%	+$12.4K	1.67%	6
2025 Q1	$2.64M	Buy	20,815 +15,390	+284%	+$1.92M	8.55%	6
2024 Q4	$654K	Buy	+5,425	New	+$670K	3.03%	6

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Independence Asset Advisors's VFMV Position: Q2 2026 in Review

Independence Asset Advisors held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q2 2026 at 18,541 shares worth $2.58M. The position accounts for 0.67% of the portfolio, ranked #10.

Independence Asset Advisors first reported a position in VFMV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q3 2025. 10 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Independence Asset Advisors held 18,541 shares of Vanguard US Minimum Volatility ETF worth $2.58M as of Q2 2026.
Independence Asset Advisors left its Vanguard US Minimum Volatility ETF share count unchanged in Q2 2026.
Vanguard US Minimum Volatility ETF made up 0.67% of Independence Asset Advisors's portfolio in Q2 2026, its #10 holding.
Independence Asset Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q4 2024 and has held it in 7 quarters since.
Independence Asset Advisors's Vanguard US Minimum Volatility ETF position peaked at $2.76M in Q3 2025.
10 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.