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Regal Investment Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Regal Investment 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 		$311K Hold
2,234
– – 0.02% 555
2026
Q1 		$298K Buy
+2,234
New +$302K 0.02% 528

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

Regal Investment Advisors's VFMV Position: Q2 2026 in Review

Regal Investment Advisors held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q2 2026 at 2,234 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #555.

Regal Investment Advisors first reported a position in VFMV in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Regal Investment Advisors held 2,234 shares of Vanguard US Minimum Volatility ETF worth $311K as of Q2 2026.
  • Regal Investment Advisors left its Vanguard US Minimum Volatility ETF share count unchanged in Q2 2026.
  • Vanguard US Minimum Volatility ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #555 holding.
  • Regal Investment Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.