Pathstone Holdings
VFMV icon

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

Pathstone 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
Q2 		$1.53M Sell
10,984
-177
-2% -$24.6K ﹤0.01% 1276
2026
Q1 		$1.49M Sell
11,161
-217
-2% -$29.3K 0.01% 1200
2025
Q4 		$1.48M Hold
11,378
– – 0.01% 1182
2025
Q3 		$1.49M Hold
11,378
– – 0.01% 1187
2025
Q2 		$1.46M Sell
11,378
-591
-5% -$73.6K 0.01% 1182
2025
Q1 		$1.52M Sell
11,969
-421
-3% -$52.6K 0.01% 1142
2024
Q4 		$1.49M Hold
12,390
– – 0.01% 1140
2024
Q3 		$1.51M Sell
12,390
-1,121
-8% -$132K 0.01% 1147
2024
Q2 		$1.54M Sell
13,511
-245
-2% -$27.2K 0.01% 1055
2024
Q1 		$1.54M Sell
13,756
-126
-0.9% -$13.6K 0.01% 1038
2023
Q4 		$1.45M Buy
+13,882
New +$1.39M 0.01% 870

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 $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Pathstone Holdings's VFMV Position: Q2 2026 in Review

Pathstone Holdings reduced its Vanguard US Minimum Volatility ETF (VFMV) stake by 1.6% in Q2 2026, selling an estimated $24.6K and leaving 10,984 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Pathstone Holdings first reported a position in VFMV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q1 2024. 88 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Pathstone Holdings held 10,984 shares of Vanguard US Minimum Volatility ETF worth $1.53M as of Q2 2026.
  • Pathstone Holdings sold 177 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $24.6K.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1276 holding.
  • Pathstone Holdings first reported a position in Vanguard US Minimum Volatility ETF in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Vanguard US Minimum Volatility ETF position peaked at $1.54M in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.