Morgan Stanley
VFMV icon

Morgan Stanley’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Morgan Stanley’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 		$68.6K Sell
515
-9
-2% -$1.22K ﹤0.01% 6300
2025
Q4 		$68.3K Sell
524
-2
-0.4% -$261 ﹤0.01% 6336
2025
Q3 		$69.1K Hold
526
– – ﹤0.01% 6297
2025
Q2 		$67.4K Buy
526
+514
+4,283% +$64K ﹤0.01% 6254
2025
Q1 		$1.56K Buy
+12
New +$1.5K ﹤0.01% 7219
2024
Q4 		– Sell
-2
Closed -$255 – 8095
2024
Q3 		$255 Sell
2
-35
-95% -$4.13K ﹤0.01% 7365
2024
Q2 		$4.27K Buy
+37
New +$4.11K ﹤0.01% 6886
2024
Q1 		– Sell
-260
Closed -$27.2K – 7978
2023
Q4 		$27.2K Buy
260
+130
+100% +$13K ﹤0.01% 6552
2023
Q3 		$12.5K Hold
130
– – ﹤0.01% 6652
2023
Q2 		$13K Hold
130
– – ﹤0.01% 6717
2023
Q1 		$12.8K Sell
130
-130
-50% -$12.8K ﹤0.01% 6798
2022
Q4 		$25.6K Hold
260
– – ﹤0.01% 6573
2022
Q3 		$23K Sell
260
-61
-19% -$5.97K ﹤0.01% 6740
2022
Q2 		$31K Buy
321
+41
+15% +$4.08K ﹤0.01% 6826
2022
Q1 		$29K Hold
280
– – ﹤0.01% 6980
2021
Q4 		$30K Hold
280
– – ﹤0.01% 7049
2021
Q3 		$27K Hold
280
– – ﹤0.01% 6981
2021
Q2 		$28K Sell
280
-418
-60% -$40.4K ﹤0.01% 6892
2021
Q1 		$65K Buy
698
+438
+168% +$40.2K ﹤0.01% 6228
2020
Q4 		$23K Hold
260
– – ﹤0.01% 6395
2020
Q3 		$21K Hold
260
– – ﹤0.01% 6050
2020
Q2 		$21K Sell
260
-628
-71% -$48.6K ﹤0.01% 5999
2020
Q1 		$64K Buy
888
+304
+52% +$26.3K ﹤0.01% 5367
2019
Q4 		$54K Hold
584
– – ﹤0.01% 5835
2019
Q3 		$52K Hold
584
– – ﹤0.01% 5710
2019
Q2 		$50K Hold
584
– – ﹤0.01% 5607
2019
Q1 		$48K Hold
584
– – ﹤0.01% 5684
2018
Q4 		$43K Hold
584
– – ﹤0.01% 5793
2018
Q3 		$50K Hold
584
– – ﹤0.01% 5875
2018
Q2 		$48K Buy
+584
New +$46.7K ﹤0.01% 5926

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Morgan Stanley's VFMV Position: Q1 2026 in Review

Morgan Stanley reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 1.7% in Q1 2026, selling an estimated $1.22K and leaving 515 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6300.

Morgan Stanley first reported a position in VFMV in Q2 2018 and has held it in 30 quarters since. The position peaked at $69.1K in Q3 2025. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Morgan Stanley held 515 shares of Vanguard US Minimum Volatility ETF worth $68.6K as of Q1 2026.
  • Morgan Stanley sold 9 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $1.22K.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6300 holding.
  • Morgan Stanley first reported a position in Vanguard US Minimum Volatility ETF in Q2 2018 and has held it in 30 quarters since.
  • Morgan Stanley's Vanguard US Minimum Volatility ETF position peaked at $69.1K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.