Martin Worley Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Martin Worley 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
2025 Q2	$9.28M	Buy	72,404 +6,780	+10%	+$844K	4.54%	5
2025 Q1	$8.32M	Buy	65,624 +7,631	+13%	+$953K	4.75%	3
2024 Q4	$6.99M	Buy	+57,993	New	+$7.16M	4.37%	5

Other funds holding VFMV

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return