Vermillion & White Wealth Management Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Vermillion & White Wealth Management Group’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-28	Closed	-$4.95K	–	321
2025 Q4	$4.95K	Hold	28	–	–	﹤0.01%	418
2025 Q3	$5.02K	Sell	28 -9	-24%	-$1.58K	﹤0.01%	416
2025 Q2	$6.5K	Sell	37 -10	-21%	-$1.71K	﹤0.01%	343
2025 Q1	$8.21K	Sell	47 -12,122	-100%	-$2.07M	0.01%	299
2024 Q4	$2.01M	Sell	12,169 -91	-0.7%	-$15.6K	1.48%	17
2024 Q3	$2.07M	Sell	12,260 -535	-4%	-$86.6K	1.53%	16
2024 Q2	$1.95M	Sell	12,795 -294	-2%	-$44.8K	1.47%	16
2024 Q1	$2.04M	Buy	13,089 +247	+2%	+$36.9K	1.63%	16
2023 Q4	$1.86M	Buy	+12,842	New	+$1.77M	1.81%	14

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vermillion & White Wealth Management Group's LGLV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2026, closing a stake of 28 shares — an estimated $4.95K sold.

Vermillion & White Wealth Management Group first reported a position in LGLV in Q4 2023 and held it in 9 quarters. The position peaked at $2.07M in Q3 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 28 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $4.95K.
Vermillion & White Wealth Management Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.07M in Q3 2024.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.