LPL Financial
VFMV icon

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

LPL Financial’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 		$17.9M Buy
128,559
+38,902
+43% +$5.41M ﹤0.01% 1649
2026
Q1 		$11.9M Sell
89,657
-18,158
-17% -$2.45M ﹤0.01% 1844
2025
Q4 		$14.1M Buy
107,815
+1,884
+2% +$246K ﹤0.01% 1654
2025
Q3 		$13.9M Buy
105,931
+10,351
+11% +$1.34M ﹤0.01% 1601
2025
Q2 		$12.3M Buy
95,580
+62,215
+186% +$7.75M ﹤0.01% 1572
2025
Q1 		$4.23M Buy
33,365
+12,874
+63% +$1.61M ﹤0.01% 2289
2024
Q4 		$2.47M Sell
20,491
-18,135
-47% -$2.24M ﹤0.01% 2678
2024
Q3 		$4.7M Buy
38,626
+22,402
+138% +$2.64M ﹤0.01% 2047
2024
Q2 		$1.84M Buy
16,224
+3,700
+30% +$411K ﹤0.01% 2673
2024
Q1 		$1.4M Buy
12,524
+5,655
+82% +$609K ﹤0.01% 2882
2023
Q4 		$719K Sell
6,869
-3,036
-31% -$303K ﹤0.01% 3353
2023
Q3 		$953K Sell
9,905
-8,573
-46% -$853K ﹤0.01% 2944
2023
Q2 		$1.84M Buy
18,478
+9,185
+99% +$904K ﹤0.01% 2326
2023
Q1 		$914K Buy
9,293
+984
+12% +$97.2K ﹤0.01% 2827
2022
Q4 		$817K Buy
8,309
+5,108
+160% +$497K ﹤0.01% 2800
2022
Q3 		$285K Buy
3,201
+535
+20% +$52.4K ﹤0.01% 3639
2022
Q2 		$257K Buy
+2,666
New +$265K ﹤0.01% 3747

Other funds holding VFMV

Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sculati Wealth Management
Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 1-Year Est. Return
Sequoia Financial Advisors
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Smith, Moore & Co
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

LPL Financial's VFMV Position: Q2 2026 in Review

LPL Financial increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 43% in Q2 2026, buying an estimated $5.41M and bringing the position to 128,559 shares worth $17.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

LPL Financial first reported a position in VFMV in Q2 2022 and has held it in 17 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • LPL Financial held 128,559 shares of Vanguard US Minimum Volatility ETF worth $17.9M as of Q2 2026.
  • LPL Financial bought 38,902 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $5.41M.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1649 holding.
  • LPL Financial first reported a position in Vanguard US Minimum Volatility ETF in Q2 2022 and has held it in 17 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.