SFS
VFMV icon

Strategic Financial Services’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Strategic Financial Services’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
2021
Q4 		– Sell
-5,271
Closed -$515K – 136
2021
Q3 		$515K Sell
5,271
-521
-9% -$52.6K 0.04% 93
2021
Q2 		$570K Sell
5,792
-6,965
-55% -$673K 0.05% 89
2021
Q1 		$1.19M Sell
12,757
-6,027
-32% -$554K 0.1% 74
2020
Q4 		$1.68M Sell
18,784
-185,133
-91% -$15.9M 0.15% 68
2020
Q3 		$16.8M Sell
203,917
-3,711
-2% -$305K 1.73% 13
2020
Q2 		$16.4M Sell
207,628
-172,284
-45% -$13.3M 1.82% 12
2020
Q1 		$27.2M Buy
379,912
+81,480
+27% +$7.05M 3.64% 7
2019
Q4 		$27.4M Buy
298,432
+140,045
+88% +$12.6M 3.15% 7
2019
Q3 		$14.1M Buy
158,387
+95,863
+153% +$8.49M 1.81% 11
2019
Q2 		$5.41M Buy
62,524
+18,409
+42% +$1.55M 0.71% 39
2019
Q1 		$3.64M Buy
+44,115
New +$3.54M 0.5% 59

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GL
Graypoint LLC Albany, New York $1.78B AUM 16.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAM
Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Strategic Financial Services's VFMV Position: Q4 2021 in Review

Strategic Financial Services sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q4 2021, closing a stake of 5,271 shares — an estimated $515K sold.

Strategic Financial Services first reported a position in VFMV in Q1 2019 and held it in 11 quarters. The position peaked at $27.4M in Q4 2019. 27 funds tracked by Wall St. Rank hold VFMV as of Q4 2021.

  • Strategic Financial Services reported no remaining Vanguard US Minimum Volatility ETF position as of Q4 2021 after selling out during the quarter.
  • Strategic Financial Services sold 5,271 Vanguard US Minimum Volatility ETF shares in Q4 2021, an estimated $515K.
  • Strategic Financial Services first reported a position in Vanguard US Minimum Volatility ETF in Q1 2019 and held it in 11 quarters.
  • Strategic Financial Services's Vanguard US Minimum Volatility ETF position peaked at $27.4M in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q4 2021.

Based on Strategic Financial Services's 13F filing for Q4 2021, filed 15 Feb 2022.