TownSquare Capital
VFMV icon

TownSquare Capital’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

TownSquare Capital’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
2024
Q2 		– Sell
-2,150
Closed -$241K – 1362
2024
Q1 		$241K Hold
2,150
– – ﹤0.01% 1075
2023
Q4 		$225K Hold
2,150
– – ﹤0.01% 1014
2023
Q3 		$207K Hold
2,150
– – ﹤0.01% 1030
2023
Q2 		$215K Buy
+2,150
New +$212K ﹤0.01% 981

Other funds holding VFMV

Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TownSquare Capital's VFMV Position: Q2 2024 in Review

TownSquare Capital sold out of Vanguard US Minimum Volatility ETF (VFMV) in Q2 2024, closing a stake of 2,150 shares — an estimated $241K sold.

TownSquare Capital first reported a position in VFMV in Q2 2023 and held it in 4 quarters. The position peaked at $241K in Q1 2024. 33 funds tracked by Wall St. Rank hold VFMV as of Q2 2024.

  • TownSquare Capital reported no remaining Vanguard US Minimum Volatility ETF position as of Q2 2024 after selling out during the quarter.
  • TownSquare Capital sold 2,150 Vanguard US Minimum Volatility ETF shares in Q2 2024, an estimated $241K.
  • TownSquare Capital first reported a position in Vanguard US Minimum Volatility ETF in Q2 2023 and held it in 4 quarters.
  • TownSquare Capital's Vanguard US Minimum Volatility ETF position peaked at $241K in Q1 2024.
  • 33 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2024.

Based on TownSquare Capital's 13F filing for Q2 2024, filed 14 Aug 2024.