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
Q2 		$4.79M Buy
34,380
+339
+1% +$47.2K 0.31% 72
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

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 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

Smith, Moore & Co's VFMV Position: Q2 2026 in Review

Smith, Moore & Co increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 1% in Q2 2026, buying an estimated $47.2K and bringing the position to 34,380 shares worth $4.79M. The position accounts for 0.31% of the portfolio, ranked #72.

Smith, Moore & Co first reported a position in VFMV in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Smith, Moore & Co held 34,380 shares of Vanguard US Minimum Volatility ETF worth $4.79M as of Q2 2026.
  • Smith, Moore & Co bought 339 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $47.2K.
  • Vanguard US Minimum Volatility ETF made up 0.31% of Smith, Moore & Co's portfolio in Q2 2026, its #72 holding.
  • Smith, Moore & Co first reported a position in Vanguard US Minimum Volatility ETF in Q4 2024 and has held it in 7 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.