JWCA
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J.W. Cole Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

J.W. Cole 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
2025
Q3 		– Sell
-2,362
Closed -$303K – 1597
2025
Q2 		$303K Buy
2,362
+675
+40% +$84K 0.01% 1139
2025
Q1 		$214K Sell
1,687
-124
-7% -$15.5K 0.01% 1114
2024
Q4 		$218K Buy
+1,811
New +$224K 0.01% 877

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 $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return

J.W. Cole Advisors's VFMV Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q3 2025, closing a stake of 2,362 shares — an estimated $303K sold.

J.W. Cole Advisors first reported a position in VFMV in Q4 2024 and held it in 3 quarters. The position peaked at $303K in Q2 2025. 67 funds tracked by Wall St. Rank hold VFMV as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Vanguard US Minimum Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,362 Vanguard US Minimum Volatility ETF shares in Q3 2025, an estimated $303K.
  • J.W. Cole Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q4 2024 and held it in 3 quarters.
  • J.W. Cole Advisors's Vanguard US Minimum Volatility ETF position peaked at $303K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.