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Principal Securities’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Principal Securities’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
Q4 		– Sell
-67
Closed -$8.8K – 3429
2025
Q3 		$8.8K Buy
+67
New +$8.67K ﹤0.01% 2769

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 $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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 $1.32B AUM 22.37% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $271M AUM 17.23% 1-Year Est. Return

Principal Securities's VFMV Position: Q4 2025 in Review

Principal Securities sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q4 2025, closing a stake of 67 shares — an estimated $8.8K sold.

Principal Securities first reported a position in VFMV in Q3 2025 and held it in 1 quarter. The position peaked at $8.8K in Q3 2025. 73 funds tracked by Wall St. Rank hold VFMV as of Q4 2025.

  • Principal Securities reported no remaining Vanguard US Minimum Volatility ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 67 Vanguard US Minimum Volatility ETF shares in Q4 2025, an estimated $8.8K.
  • Principal Securities first reported a position in Vanguard US Minimum Volatility ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Vanguard US Minimum Volatility ETF position peaked at $8.8K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.