TWM
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Tanglewood Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Tanglewood Wealth Management’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
2025
Q3 		– Sell
-1,755
Closed -$225K – 41
2025
Q2 		$225K Sell
1,755
-200,098
-99% -$24.9M 0.02% 37
2025
Q1 		$25.6M Buy
+201,853
New +$25.2M 2.88% 14

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 $8.07B AUM 24.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 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

Tanglewood Wealth Management's VFMV Position: Q3 2025 in Review

Tanglewood Wealth Management sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q3 2025, closing a stake of 1,755 shares — an estimated $225K sold.

Tanglewood Wealth Management first reported a position in VFMV in Q1 2025 and held it in 2 quarters. The position peaked at $25.6M in Q1 2025. 67 funds tracked by Wall St. Rank hold VFMV as of Q3 2025.

  • Tanglewood Wealth Management reported no remaining Vanguard US Minimum Volatility ETF position as of Q3 2025 after selling out during the quarter.
  • Tanglewood Wealth Management sold 1,755 Vanguard US Minimum Volatility ETF shares in Q3 2025, an estimated $225K.
  • Tanglewood Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q1 2025 and held it in 2 quarters.
  • Tanglewood Wealth Management's Vanguard US Minimum Volatility ETF position peaked at $25.6M in Q1 2025.
  • 67 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q3 2025.

Based on Tanglewood Wealth Management's 13F filing for Q3 2025, filed 30 Oct 2025.