Physician Wealth Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Physician Wealth Advisors’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	$37.6K	Hold	270	–	–	﹤0.01%	496
2026 Q1	$36K	Hold	270	–	–	0.01%	475
2025 Q4	$35.2K	Hold	270	–	–	﹤0.01%	455
2025 Q3	$35.5K	Hold	270	–	–	0.01%	445
2025 Q2	$34.6K	Hold	270	–	–	0.01%	407
2025 Q1	$34.2K	Buy	+270	New	+$33.7K	0.01%	391

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Charlotte, North Carolina $432M AUM

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Physician Wealth Advisors's VFMV Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q2 2026 at 270 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Physician Wealth Advisors first reported a position in VFMV in Q1 2025 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Physician Wealth Advisors held 270 shares of Vanguard US Minimum Volatility ETF worth $37.6K as of Q2 2026.
Physician Wealth Advisors left its Vanguard US Minimum Volatility ETF share count unchanged in Q2 2026.
Vanguard US Minimum Volatility ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #496 holding.
Physician Wealth Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q1 2025 and has held it in 6 quarters since.
38 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.