SWM
VFMV icon

Sculati Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Sculati Wealth Management’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 		$4.45M Buy
33,372
+542
+2% +$73.2K 1.64% 17
2025
Q4 		$4.28M Buy
32,830
+2,858
+10% +$373K 1.51% 17
2025
Q3 		$3.94M Buy
29,972
+8,609
+40% +$1.11M 1.39% 20
2025
Q2 		$2.74M Buy
+21,363
New +$2.66M 1.03% 31

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

Sculati Wealth Management's VFMV Position: Q1 2026 in Review

Sculati Wealth Management increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 1.7% in Q1 2026, buying an estimated $73.2K and bringing the position to 33,372 shares worth $4.45M. The position accounts for 1.64% of the portfolio, ranked #17.

Sculati Wealth Management first reported a position in VFMV in Q2 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Sculati Wealth Management held 33,372 shares of Vanguard US Minimum Volatility ETF worth $4.45M as of Q1 2026.
  • Sculati Wealth Management bought 542 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $73.2K.
  • Vanguard US Minimum Volatility ETF made up 1.64% of Sculati Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Sculati Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q2 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.