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Pathstone Family Office’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Pathstone Family Office’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
2023
Q3 		$1.39M Hold
14,500
– – 0.01% 583
2023
Q2 		$1.45M Sell
14,500
-2,304
-14% -$227K 0.02% 383
2023
Q1 		$1.65M Sell
16,804
-16,804
-50% -$1.66M 0.03% 325
2022
Q4 		$3.31M Buy
+33,608
New +$3.27M 0.03% 361

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MAP
Milestone Advisory Partners Southern Pines, North Carolina $120M AUM 12.09% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $715M AUM 15.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pathstone Family Office's VFMV Position: Q3 2023 in Review

Pathstone Family Office held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q3 2023 at 14,500 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #583.

Pathstone Family Office first reported a position in VFMV in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.31M in Q4 2022. 39 funds tracked by Wall St. Rank hold VFMV as of Q3 2023.

  • Pathstone Family Office held 14,500 shares of Vanguard US Minimum Volatility ETF worth $1.39M as of Q3 2023.
  • Pathstone Family Office left its Vanguard US Minimum Volatility ETF share count unchanged in Q3 2023.
  • Vanguard US Minimum Volatility ETF made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #583 holding.
  • Pathstone Family Office first reported a position in Vanguard US Minimum Volatility ETF in Q4 2022 and has held it in 4 quarters since.
  • Pathstone Family Office's Vanguard US Minimum Volatility ETF position peaked at $3.31M in Q4 2022.
  • 39 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.