LFG
VFMV icon

Larson Financial Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Larson Financial Group’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
2020
Q2 		– Sell
-429
Closed -$31K – 762
2020
Q1 		$31K Buy
+429
New +$37.1K 0.02% 193

Other funds holding VFMV

SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Larson Financial Group's VFMV Position: Q2 2020 in Review

Larson Financial Group sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2020, closing a stake of 429 shares — an estimated $31K sold.

Larson Financial Group first reported a position in VFMV in Q1 2020 and held it in 1 quarter. The position peaked at $31K in Q1 2020. 24 funds tracked by Wall St. Rank hold VFMV as of Q2 2020.

  • Larson Financial Group reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2020 after selling out during the quarter.
  • Larson Financial Group sold 429 Vanguard US Minimum Volatility ETF shares in Q2 2020, an estimated $31K.
  • Larson Financial Group first reported a position in Vanguard US Minimum Volatility ETF in Q1 2020 and held it in 1 quarter.
  • Larson Financial Group's Vanguard US Minimum Volatility ETF position peaked at $31K in Q1 2020.
  • 24 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2020.

Based on Larson Financial Group's 13F filing for Q2 2020, filed 10 Jul 2020.