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Secure Asset Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Secure Asset 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
2020
Q3 		– Sell
-3,948
Closed -$312K – 171
2020
Q2 		$312K Buy
+3,948
New +$305K 0.22% 109

Other funds holding VFMV

SFS
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Secure Asset Management's VFMV Position: Q3 2020 in Review

Secure Asset Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q3 2020, closing a stake of 3,948 shares — an estimated $312K sold.

Secure Asset Management first reported a position in VFMV in Q2 2020 and held it in 1 quarter. The position peaked at $312K in Q2 2020. 28 funds tracked by Wall St. Rank hold VFMV as of Q3 2020.

  • Secure Asset Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q3 2020 after selling out during the quarter.
  • Secure Asset Management sold 3,948 Vanguard US Minimum Volatility ETF shares in Q3 2020, an estimated $312K.
  • Secure Asset Management first reported a position in Vanguard US Minimum Volatility ETF in Q2 2020 and held it in 1 quarter.
  • Secure Asset Management's Vanguard US Minimum Volatility ETF position peaked at $312K in Q2 2020.
  • 28 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2020.

Based on Secure Asset Management's 13F filing for Q3 2020, filed 20 Oct 2020.