Osaic Holdings
VFMV icon

Osaic Holdings’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Osaic Holdings’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 		$1.06M Sell
7,926
-1,458
-16% -$197K ﹤0.01% 2662
2025
Q4 		$1.22M Buy
9,384
+190
+2% +$24.8K ﹤0.01% 2498
2025
Q3 		$1.2M Sell
9,194
-446
-5% -$57.7K ﹤0.01% 2627
2025
Q2 		$1.24M Buy
9,640
+5,344
+124% +$665K ﹤0.01% 2338
2025
Q1 		$544K Buy
4,296
+1,933
+82% +$241K ﹤0.01% 2783
2024
Q4 		$285K Buy
2,363
+874
+59% +$108K ﹤0.01% 3278
2024
Q3 		$181K Sell
1,489
-159
-10% -$18.8K ﹤0.01% 3731
2024
Q2 		$187K Sell
1,648
-178
-10% -$19.8K ﹤0.01% 3623
2024
Q1 		$204K Buy
1,826
+141
+8% +$15.2K ﹤0.01% 3658
2023
Q4 		$176K Sell
1,685
-971
-37% -$96.9K ﹤0.01% 4028
2023
Q3 		$255K Buy
2,656
+16
+0.6% +$1.59K ﹤0.01% 3814
2023
Q2 		$263K Sell
2,640
-1,439
-35% -$142K ﹤0.01% 3675
2023
Q1 		$401K Buy
4,079
+364
+10% +$35.9K ﹤0.01% 3285
2022
Q4 		$365K Buy
3,715
+745
+25% +$72.5K ﹤0.01% 3316
2022
Q3 		$265K Hold
2,970
– – ﹤0.01% 3492
2022
Q2 		$286K Hold
2,970
– – ﹤0.01% 3466
2022
Q1 		$307K Hold
2,970
– – ﹤0.01% 3669
2021
Q4 		$316K Sell
2,970
-215
-7% -$22K ﹤0.01% 3513
2021
Q3 		$311K Buy
3,185
+2
+0.1% +$202 ﹤0.01% 3511
2021
Q2 		$313K Buy
3,183
+129
+4% +$12.5K ﹤0.01% 3474
2021
Q1 		$285K Buy
3,054
+2,150
+238% +$197K ﹤0.01% 3431
2020
Q4 		$81K Buy
904
+215
+31% +$18.5K ﹤0.01% 4208
2020
Q3 		$57K Buy
689
+227
+49% +$18.7K ﹤0.01% 4210
2020
Q2 		$37K Sell
462
-745
-62% -$57.6K ﹤0.01% 4408
2020
Q1 		$86K Buy
+1,207
New +$104K ﹤0.01% 3581

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

Osaic Holdings's VFMV Position: Q1 2026 in Review

Osaic Holdings reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 16% in Q1 2026, selling an estimated $197K and leaving 7,926 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Osaic Holdings first reported a position in VFMV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.24M in Q2 2025. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Osaic Holdings held 7,926 shares of Vanguard US Minimum Volatility ETF worth $1.06M as of Q1 2026.
  • Osaic Holdings sold 1,458 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $197K.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2662 holding.
  • Osaic Holdings first reported a position in Vanguard US Minimum Volatility ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Vanguard US Minimum Volatility ETF position peaked at $1.24M in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.