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 Q2	$774K	Hold	5,556	–	–	0.15%	141
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

Other funds holding VFMV

AHC

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

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Interchange Capital Partners's VFMV Position: Q2 2026 in Review

Interchange Capital Partners held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q2 2026 at 5,556 shares worth $774K. The position accounts for 0.15% of the portfolio, ranked #141.

Interchange Capital Partners first reported a position in VFMV in Q2 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Interchange Capital Partners held 5,556 shares of Vanguard US Minimum Volatility ETF worth $774K as of Q2 2026.
Interchange Capital Partners left its Vanguard US Minimum Volatility ETF share count unchanged in Q2 2026.
Vanguard US Minimum Volatility ETF made up 0.15% of Interchange Capital Partners's portfolio in Q2 2026, its #141 holding.
Interchange Capital Partners first reported a position in Vanguard US Minimum Volatility ETF in Q2 2024 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.