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OneAscent Financial Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

OneAscent Financial Services’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
Q3 		– Sell
-8,102
Closed -$1.04M – 549
2025
Q2 		$1.04M Buy
+8,102
New +$1.01M 0.07% 170

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 $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 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 $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

OneAscent Financial Services's VFMV Position: Q3 2025 in Review

OneAscent Financial Services sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q3 2025, closing a stake of 8,102 shares — an estimated $1.04M sold.

OneAscent Financial Services first reported a position in VFMV in Q2 2025 and held it in 1 quarter. The position peaked at $1.04M in Q2 2025. 67 funds tracked by Wall St. Rank hold VFMV as of Q3 2025.

  • OneAscent Financial Services reported no remaining Vanguard US Minimum Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 8,102 Vanguard US Minimum Volatility ETF shares in Q3 2025, an estimated $1.04M.
  • OneAscent Financial Services first reported a position in Vanguard US Minimum Volatility ETF in Q2 2025 and held it in 1 quarter.
  • OneAscent Financial Services's Vanguard US Minimum Volatility ETF position peaked at $1.04M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.