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 Q3	$4.35M	Buy	30,720 +1,528	+5%	+$220K	0.01%	977
2026 Q2	$4.07M	Buy	29,192 +138	+0.5%	+$19.2K	0.01%	956
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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return

Harpswell Capital Advisors Yarmouth, Maine $152M AUM 8.39% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $487M AUM 16.17% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.91B AUM 26.66% 1-Year Est. Return

Kestra Advisory Services's VFMV Position: Q3 2026 in Review

Kestra Advisory Services increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 5.2% in Q3 2026, buying an estimated $220K and bringing the position to 30,720 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #977.

Kestra Advisory Services first reported a position in VFMV in Q3 2020 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold VFMV as of Q3 2026.

Kestra Advisory Services held 30,720 shares of Vanguard US Minimum Volatility ETF worth $4.35M as of Q3 2026.
Kestra Advisory Services bought 1,528 Vanguard US Minimum Volatility ETF shares in Q3 2026, an estimated $220K.
Vanguard US Minimum Volatility ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #977 holding.
Kestra Advisory Services first reported a position in Vanguard US Minimum Volatility ETF in Q3 2020 and has held it in 6 quarters since.
44 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.