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
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

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
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
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

LPL Financial's VFMV Position: Q1 2026 in Review

LPL Financial reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 17% in Q1 2026, selling an estimated $2.45M and leaving 89,657 shares worth $11.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

LPL Financial first reported a position in VFMV in Q2 2022 and has held it in 16 quarters since. The position peaked at $14.1M in Q4 2025. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • LPL Financial held 89,657 shares of Vanguard US Minimum Volatility ETF worth $11.9M as of Q1 2026.
  • LPL Financial sold 18,158 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $2.45M.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1844 holding.
  • LPL Financial first reported a position in Vanguard US Minimum Volatility ETF in Q2 2022 and has held it in 16 quarters since.
  • LPL Financial's Vanguard US Minimum Volatility ETF position peaked at $14.1M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.