Tanglewood Wealth Management
VFMV icon

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

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Sequoia Financial Advisors
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NewEdge Advisors
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Equitable Holdings
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UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Sculati Wealth Management
Sculati Wealth Management Bloomfield Hills, Michigan $306M AUM 11.97% 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.