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Peachtree Investment Partners’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Peachtree Investment Partners’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
Q2 		– Sell
-21,502
Closed -$2.73M – 134
2025
Q1 		$2.73M Buy
+21,502
New +$2.69M 1.08% 19

Other funds holding VFMV

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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
MWG
Martin Worley Group Cottonwood Heights, Utah $204M AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Peachtree Investment Partners's VFMV Position: Q2 2025 in Review

Peachtree Investment Partners sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2025, closing a stake of 21,502 shares — an estimated $2.73M sold.

Peachtree Investment Partners first reported a position in VFMV in Q1 2025 and held it in 1 quarter. The position peaked at $2.73M in Q1 2025. 66 funds tracked by Wall St. Rank hold VFMV as of Q2 2025.

  • Peachtree Investment Partners reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2025 after selling out during the quarter.
  • Peachtree Investment Partners sold 21,502 Vanguard US Minimum Volatility ETF shares in Q2 2025, an estimated $2.73M.
  • Peachtree Investment Partners first reported a position in Vanguard US Minimum Volatility ETF in Q1 2025 and held it in 1 quarter.
  • Peachtree Investment Partners's Vanguard US Minimum Volatility ETF position peaked at $2.73M in Q1 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2025.

Based on Peachtree Investment Partners's 13F filing for Q2 2025, filed 12 Aug 2025.