Steward Partners Investment Advisory’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Steward Partners Investment Advisory’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	$17.3K	Hold	130	–	–	﹤0.01%	3297
2025 Q4	$16.9K	Hold	130	–	–	﹤0.01%	3203
2025 Q3	$17.1K	Hold	130	–	–	﹤0.01%	3159
2025 Q2	$16.7K	Hold	130	–	–	﹤0.01%	2992
2025 Q1	$16.5K	Buy	+130	New	+$16.2K	﹤0.01%	2890
2021 Q3	–	Sell	-594	Closed	-$58K	–	3343
2021 Q2	$58K	Hold	594	–	–	﹤0.01%	3019
2021 Q1	$55.5K	Hold	594	–	–	﹤0.01%	1933
2020 Q4	$53K	Hold	594	–	–	﹤0.01%	1650
2020 Q3	$49K	Sell	594 -10,431	-95%	-$858K	﹤0.01%	1509
2020 Q2	$872K	Hold	11,025	–	–	0.02%	490
2020 Q1	$789K	Buy	+11,025	New	+$954K	0.03%	443

Other funds holding VFMV

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Steward Partners Investment Advisory's VFMV Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q1 2026 at 130 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

Steward Partners Investment Advisory first reported a position in VFMV in Q1 2020 and has held it in 11 quarters since. The position peaked at $872K in Q2 2020. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

Steward Partners Investment Advisory held 130 shares of Vanguard US Minimum Volatility ETF worth $17.3K as of Q1 2026.
Steward Partners Investment Advisory left its Vanguard US Minimum Volatility ETF share count unchanged in Q1 2026.
Vanguard US Minimum Volatility ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3297 holding.
Steward Partners Investment Advisory first reported a position in Vanguard US Minimum Volatility ETF in Q1 2020 and has held it in 11 quarters since.
Steward Partners Investment Advisory's Vanguard US Minimum Volatility ETF position peaked at $872K in Q2 2020.
83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.