NewEdge Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

NewEdge Advisors’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	$8.12M	Sell	60,966 -6,638	-10%	-$897K	0.03%	513
2025 Q4	$8.81M	Sell	67,604 -3,054	-4%	-$398K	0.03%	471
2025 Q3	$9.28M	Buy	70,658 +2,996	+4%	+$388K	0.04%	418
2025 Q2	$8.68M	Sell	67,662 -1,843	-3%	-$229K	0.04%	402
2025 Q1	$8.81M	Buy	69,505 +1,086	+2%	+$136K	0.05%	356
2024 Q4	$8.25M	Buy	68,419 +42	+0.1%	+$5.18K	0.05%	358
2024 Q3	$8.32M	Buy	68,377 +12,887	+23%	+$1.52M	0.05%	340
2024 Q2	$6.31M	Buy	+55,490	New	+$6.17M	0.05%	379
2023 Q1	–	Sell	-196	Closed	-$19.3K	–	4149
2022 Q4	$19.3K	Buy	+196	New	+$19.1K	﹤0.01%	2133

Other funds holding VFMV

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

NewEdge Advisors's VFMV Position: Q1 2026 in Review

NewEdge Advisors reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 9.8% in Q1 2026, selling an estimated $897K and leaving 60,966 shares worth $8.12M. The position accounts for 0.03% of the portfolio, ranked #513.

NewEdge Advisors first reported a position in VFMV in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.28M in Q3 2025. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

NewEdge Advisors held 60,966 shares of Vanguard US Minimum Volatility ETF worth $8.12M as of Q1 2026.
NewEdge Advisors sold 6,638 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $897K.
Vanguard US Minimum Volatility ETF made up 0.03% of NewEdge Advisors's portfolio in Q1 2026, its #513 holding.
NewEdge Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and has held it in 9 quarters since.
NewEdge Advisors's Vanguard US Minimum Volatility ETF position peaked at $9.28M in Q3 2025.
83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.