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Kestra Advisory Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Kestra Advisory Services’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 		$3.87M Sell
29,054
-304
-1% -$41.1K 0.01% 934
2025
Q4 		$3.83M Buy
29,358
+502
+2% +$65.5K 0.02% 885
2025
Q3 		$3.79M Buy
+28,856
New +$3.74M 0.02% 822
2020
Q4 		– Sell
-10,256
Closed -$729K – 1885
2020
Q3 		$729K Buy
+10,256
New +$843K 0.01% 724

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

Kestra Advisory Services's VFMV Position: Q1 2026 in Review

Kestra Advisory Services reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 1% in Q1 2026, selling an estimated $41.1K and leaving 29,054 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #934.

Kestra Advisory Services first reported a position in VFMV in Q3 2020 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Kestra Advisory Services held 29,054 shares of Vanguard US Minimum Volatility ETF worth $3.87M as of Q1 2026.
  • Kestra Advisory Services sold 304 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $41.1K.
  • Vanguard US Minimum Volatility ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #934 holding.
  • Kestra Advisory Services first reported a position in Vanguard US Minimum Volatility ETF in Q3 2020 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.