UBS Group
VFMV icon

UBS Group’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

UBS Group’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
Q1 		$8.71M Buy
65,405
+2,961
+5% +$400K ﹤0.01% 3506
2025
Q4 		$8.14M Buy
62,444
+609
+1% +$79.5K ﹤0.01% 3513
2025
Q3 		$8.12M Buy
61,835
+2,214
+4% +$287K ﹤0.01% 3522
2025
Q2 		$7.65M Buy
59,621
+16,295
+38% +$2.03M ﹤0.01% 3402
2025
Q1 		$5.49M Buy
43,326
+14,459
+50% +$1.81M ﹤0.01% 3691
2024
Q4 		$3.48M Buy
28,867
+1,742
+6% +$215K ﹤0.01% 4189
2024
Q3 		$3.3M Sell
27,125
-115
-0.4% -$13.6K ﹤0.01% 3488
2024
Q2 		$3.1M Buy
27,240
+708
+3% +$78.7K ﹤0.01% 3318
2024
Q1 		$2.97M Buy
26,532
+1,638
+7% +$176K ﹤0.01% 3534
2023
Q4 		$2.6M Sell
24,894
-1,172
-4% -$117K ﹤0.01% 3533
2023
Q3 		$2.51M Sell
26,066
-756
-3% -$75.2K ﹤0.01% 3223
2023
Q2 		$2.68M Sell
26,822
-119
-0.4% -$11.7K ﹤0.01% 3246
2023
Q1 		$2.65M Buy
26,941
+26,937
+673,425% +$2.66M ﹤0.01% 3133
2022
Q4 		$394 Sell
4
-1,412
-100% -$137K ﹤0.01% 10210
2022
Q3 		$126K Buy
+1,416
New +$139K ﹤0.01% 5507
2022
Q2 		– Sell
-206
Closed -$21K – 10987
2022
Q1 		$21K Buy
206
+86
+72% +$8.72K ﹤0.01% 7409
2021
Q4 		$13K Sell
120
-596
-83% -$61K ﹤0.01% 8476
2021
Q3 		$70K Sell
716
-1,383
-66% -$140K ﹤0.01% 6086
2021
Q2 		$206K Sell
2,099
-1,279
-38% -$124K ﹤0.01% 5318
2021
Q1 		$316K Sell
3,378
-639
-16% -$58.7K ﹤0.01% 5182
2020
Q4 		$359K Buy
4,017
+225
+6% +$19.3K ﹤0.01% 4849
2020
Q3 		$313K Buy
3,792
+1,922
+103% +$158K ﹤0.01% 4522
2020
Q2 		$148K Buy
1,870
+1,027
+122% +$79.4K ﹤0.01% 5021
2020
Q1 		$60K Buy
+843
New +$72.9K ﹤0.01% 5680

Other funds holding VFMV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
RFG
RFP Financial Group Atlanta, Georgia $184M AUM 16.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

UBS Group's VFMV Position: Q1 2026 in Review

UBS Group increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 4.7% in Q1 2026, buying an estimated $400K and bringing the position to 65,405 shares worth $8.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3506.

UBS Group first reported a position in VFMV in Q1 2020 and has held it in 24 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • UBS Group held 65,405 shares of Vanguard US Minimum Volatility ETF worth $8.71M as of Q1 2026.
  • UBS Group bought 2,961 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $400K.
  • Vanguard US Minimum Volatility ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3506 holding.
  • UBS Group first reported a position in Vanguard US Minimum Volatility ETF in Q1 2020 and has held it in 24 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.