SMC
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Smith, Moore & Co’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Smith, Moore & Co’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 		$4.54M Buy
34,041
+4,225
+14% +$571K 0.33% 71
2025
Q4 		$3.89M Buy
29,816
+11,759
+65% +$1.53M 0.29% 73
2025
Q3 		$2.37M Sell
18,057
-2,236
-11% -$289K 0.18% 108
2025
Q2 		$2.6M Buy
20,293
+5,930
+41% +$738K 0.22% 97
2025
Q1 		$1.82M Buy
14,363
+9,334
+186% +$1.17M 0.17% 126
2024
Q4 		$606K Buy
+5,029
New +$621K 0.06% 267

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

Smith, Moore & Co's VFMV Position: Q1 2026 in Review

Smith, Moore & Co increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 14% in Q1 2026, buying an estimated $571K and bringing the position to 34,041 shares worth $4.54M. The position accounts for 0.33% of the portfolio, ranked #71.

Smith, Moore & Co first reported a position in VFMV in Q4 2024 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Smith, Moore & Co held 34,041 shares of Vanguard US Minimum Volatility ETF worth $4.54M as of Q1 2026.
  • Smith, Moore & Co bought 4,225 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $571K.
  • Vanguard US Minimum Volatility ETF made up 0.33% of Smith, Moore & Co's portfolio in Q1 2026, its #71 holding.
  • Smith, Moore & Co first reported a position in Vanguard US Minimum Volatility ETF in Q4 2024 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.