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 Q2	$18.1K	Hold	130	–	–	﹤0.01%	3452
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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Steward Partners Investment Advisory's VFMV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Vanguard US Minimum Volatility ETF (VFMV) position steady in Q2 2026 at 130 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3452.

Steward Partners Investment Advisory first reported a position in VFMV in Q1 2020 and has held it in 12 quarters since. The position peaked at $872K in Q2 2020. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

Steward Partners Investment Advisory held 130 shares of Vanguard US Minimum Volatility ETF worth $18.1K as of Q2 2026.
Steward Partners Investment Advisory left its Vanguard US Minimum Volatility ETF share count unchanged in Q2 2026.
Vanguard US Minimum Volatility ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3452 holding.
Steward Partners Investment Advisory first reported a position in Vanguard US Minimum Volatility ETF in Q1 2020 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Vanguard US Minimum Volatility ETF position peaked at $872K in Q2 2020.
89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.