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Private Advisor Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Private Advisor Group’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
2022
Q3 		– Sell
-6,244
Closed -$601K – 2129
2022
Q2 		$601K Sell
6,244
-20,287
-76% -$2.02M 0.01% 1309
2022
Q1 		$2.74M Buy
+26,531
New +$2.69M 0.02% 663

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $634M AUM 12.49% 1-Year Est. Return
AAM
Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Private Advisor Group's VFMV Position: Q3 2022 in Review

Private Advisor Group sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q3 2022, closing a stake of 6,244 shares — an estimated $601K sold.

Private Advisor Group first reported a position in VFMV in Q1 2022 and held it in 2 quarters. The position peaked at $2.74M in Q1 2022. 25 funds tracked by Wall St. Rank hold VFMV as of Q3 2022.

  • Private Advisor Group reported no remaining Vanguard US Minimum Volatility ETF position as of Q3 2022 after selling out during the quarter.
  • Private Advisor Group sold 6,244 Vanguard US Minimum Volatility ETF shares in Q3 2022, an estimated $601K.
  • Private Advisor Group first reported a position in Vanguard US Minimum Volatility ETF in Q1 2022 and held it in 2 quarters.
  • Private Advisor Group's Vanguard US Minimum Volatility ETF position peaked at $2.74M in Q1 2022.
  • 25 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.