Signature Estate & Investment Advisors’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Signature Estate & 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	$529K	Buy	3,798 +613	+19%	+$85.3K	0.01%	417
2026 Q1	$424K	Buy	3,185 +383	+14%	+$51.8K	0.01%	455
2025 Q4	$365K	Sell	2,802 -342	-11%	-$44.6K	0.01%	462
2025 Q3	$413K	Sell	3,144 -65	-2%	-$8.41K	0.01%	418
2025 Q2	$412K	Buy	3,209 +15	+0.5%	+$1.87K	0.01%	403
2025 Q1	$405K	Buy	3,194 +494	+18%	+$61.7K	0.01%	384
2024 Q4	$325K	Buy	2,700 +748	+38%	+$92.3K	0.01%	405
2024 Q3	$237K	Buy	+1,952	New	+$230K	0.01%	462

Other funds holding VFMV

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Signature Estate & Investment Advisors's VFMV Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 19% in Q2 2026, buying an estimated $85.3K and bringing the position to 3,798 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #417.

Signature Estate & Investment Advisors first reported a position in VFMV in Q3 2024 and has held it in 8 quarters since. 49 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Signature Estate & Investment Advisors held 3,798 shares of Vanguard US Minimum Volatility ETF worth $529K as of Q2 2026.
Signature Estate & Investment Advisors bought 613 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $85.3K.
Vanguard US Minimum Volatility ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #417 holding.
Signature Estate & Investment Advisors first reported a position in Vanguard US Minimum Volatility ETF in Q3 2024 and has held it in 8 quarters since.
49 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.