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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

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Martin Worley Group's VFMV Position: Q2 2025 in Review

Martin Worley Group increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 10% in Q2 2025, buying an estimated $844K and bringing the position to 72,404 shares worth $9.28M. The position accounts for 4.54% of the portfolio, ranked #5.

Martin Worley Group first reported a position in VFMV in Q4 2024 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold VFMV as of Q2 2025.

  • Martin Worley Group held 72,404 shares of Vanguard US Minimum Volatility ETF worth $9.28M as of Q2 2025.
  • Martin Worley Group bought 6,780 Vanguard US Minimum Volatility ETF shares in Q2 2025, an estimated $844K.
  • Vanguard US Minimum Volatility ETF made up 4.54% of Martin Worley Group's portfolio in Q2 2025, its #5 holding.
  • Martin Worley Group first reported a position in Vanguard US Minimum Volatility ETF in Q4 2024 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.