UB
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UMB Bank’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

UMB Bank’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 		$5.69M Buy
42,703
+8,434
+25% +$1.14M 0.08% 160
2025
Q4 		$4.47M Buy
34,269
+39
+0.1% +$5.09K 0.06% 191
2025
Q3 		$4.49M Hold
34,230
– – 0.07% 171
2025
Q2 		$4.39M Sell
34,230
-82
-0.2% -$10.2K 0.07% 169
2025
Q1 		$4.35M Sell
34,312
-1,399
-4% -$175K 0.07% 166
2024
Q4 		$4.3M Sell
35,711
-53
-0.1% -$6.54K 0.07% 168
2024
Q3 		$4.35M Buy
35,764
+1,087
+3% +$128K 0.07% 168
2024
Q2 		$3.94M Hold
34,677
– – 0.06% 172
2024
Q1 		$3.88M Sell
34,677
-534
-2% -$57.5K 0.06% 184
2023
Q4 		$3.68M Sell
35,211
-160
-0.5% -$16K 0.05% 186
2023
Q3 		$3.4M Sell
35,371
-27,821
-44% -$2.77M 0.05% 189
2023
Q2 		$6.31M Sell
63,192
-5,549
-8% -$546K 0.1% 156
2023
Q1 		$6.76M Sell
68,741
-2,277
-3% -$225K 0.11% 156
2022
Q4 		$6.99M Sell
71,018
-15,508
-18% -$1.51M 0.11% 152
2022
Q3 		$7.71M Buy
86,526
+13,779
+19% +$1.35M 0.13% 140
2022
Q2 		$7.01M Buy
72,747
+318
+0.4% +$31.7K 0.11% 163
2022
Q1 		$7.49M Buy
72,429
+5,626
+8% +$570K 0.1% 177
2021
Q4 		$7.12M Buy
+66,803
New +$6.84M 0.09% 178

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

UMB Bank's VFMV Position: Q1 2026 in Review

UMB Bank increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 25% in Q1 2026, buying an estimated $1.14M and bringing the position to 42,703 shares worth $5.69M. The position accounts for 0.08% of the portfolio, ranked #160.

UMB Bank first reported a position in VFMV in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.71M in Q3 2022. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • UMB Bank held 42,703 shares of Vanguard US Minimum Volatility ETF worth $5.69M as of Q1 2026.
  • UMB Bank bought 8,434 Vanguard US Minimum Volatility ETF shares in Q1 2026, an estimated $1.14M.
  • Vanguard US Minimum Volatility ETF made up 0.08% of UMB Bank's portfolio in Q1 2026, its #160 holding.
  • UMB Bank first reported a position in Vanguard US Minimum Volatility ETF in Q4 2021 and has held it in 18 quarters since.
  • UMB Bank's Vanguard US Minimum Volatility ETF position peaked at $7.71M in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.