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Interchange Capital Partners’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Interchange Capital Partners’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 		$704K Hold
5,556
– – 0.22% 107
2025
Q4 		$724K Hold
5,556
– – 0.13% 146
2025
Q3 		$730K Hold
5,556
– – 0.14% 132
2025
Q2 		$712K Hold
5,556
– – 0.16% 117
2025
Q1 		$704K Hold
5,556
– – 0.2% 101
2024
Q4 		$670K Hold
5,556
– – 0.24% 105
2024
Q3 		$676K Hold
5,556
– – 0.24% 108
2024
Q2 		$631K Buy
+5,556
New +$618K 0.23% 114

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RFG
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LPL Financial
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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

Interchange Capital Partners's VFMV Position: Q1 2026 in Review

Interchange Capital Partners held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q1 2026 at 5,556 shares worth $704K. The position accounts for 0.22% of the portfolio, ranked #107.

Interchange Capital Partners first reported a position in VFMV in Q2 2024 and has held it in 8 quarters since. The position peaked at $730K in Q3 2025. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Interchange Capital Partners held 5,556 shares of Vanguard US Minimum Volatility ETF worth $704K as of Q1 2026.
  • Interchange Capital Partners left its Vanguard US Minimum Volatility ETF share count unchanged in Q1 2026.
  • Vanguard US Minimum Volatility ETF made up 0.22% of Interchange Capital Partners's portfolio in Q1 2026, its #107 holding.
  • Interchange Capital Partners first reported a position in Vanguard US Minimum Volatility ETF in Q2 2024 and has held it in 8 quarters since.
  • Interchange Capital Partners's Vanguard US Minimum Volatility ETF position peaked at $730K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.