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 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

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

Kestra Advisory Services's VFMV Position: Q2 2026 in Review

Kestra Advisory Services increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.47% in Q2 2026, buying an estimated $19.2K and bringing the position to 29,192 shares worth $4.07M. The position accounts for 0.01% of the portfolio, ranked #956.

Kestra Advisory Services first reported a position in VFMV in Q3 2020 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Kestra Advisory Services held 29,192 shares of Vanguard US Minimum Volatility ETF worth $4.07M as of Q2 2026.
Kestra Advisory Services bought 138 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $19.2K.
Vanguard US Minimum Volatility ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #956 holding.
Kestra Advisory Services first reported a position in Vanguard US Minimum Volatility ETF in Q3 2020 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.