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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
Q1 		$298K Buy
+2,234
New +$302K 0.02% 528

Other funds holding VFMV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Regal Investment Advisors's VFMV Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Vanguard US Minimum Volatility ETF (VFMV) in Q1 2026: 2,234 shares worth $298K. The stake represents 0.02% of the portfolio and ranks #528 among its holdings.

83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Regal Investment Advisors held 2,234 shares of Vanguard US Minimum Volatility ETF worth $298K as of Q1 2026.
  • Vanguard US Minimum Volatility ETF was a new Regal Investment Advisors position in Q1 2026.
  • Vanguard US Minimum Volatility ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #528 holding.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.