VPP
USMV icon

Vertex Planning Partners’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Vertex Planning Partners’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$650K Buy
6,734
+176
+3% +$16.7K 0.1% 76
2026
Q1 		$608K Sell
6,558
-1
-0% -$95 0.12% 68
2025
Q4 		$618K Sell
6,559
-500
-7% -$47.1K 0.14% 65
2025
Q3 		$672K Buy
7,059
+737
+12% +$69K 0.13% 95
2025
Q2 		$593K Sell
6,322
-525
-8% -$48.3K 0.12% 94
2025
Q1 		$641K Sell
6,847
-291
-4% -$26.8K 0.14% 81
2024
Q4 		$634K Buy
7,138
+728
+11% +$66.8K 0.14% 88
2024
Q3 		$585K Sell
6,410
-5
-0.1% -$441 0.14% 81
2024
Q2 		$539K Sell
6,415
-140
-2% -$11.5K 0.14% 79
2024
Q1 		$548K Sell
6,555
-6,907
-51% -$557K 0.15% 82
2023
Q4 		$1.05M Sell
13,462
-3,828
-22% -$286K 0.31% 39
2023
Q3 		$1.25M Sell
17,290
-2,922
-14% -$218K 0.43% 32
2023
Q2 		$1.5M Buy
20,212
+662
+3% +$48.4K 0.51% 32
2023
Q1 		$1.42M Buy
19,550
+1,896
+11% +$136K 0.54% 32
2022
Q4 		$1.27M Buy
+17,654
New +$1.26M 0.5% 27

Other funds holding USMV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vertex Planning Partners's USMV Position: Q2 2026 in Review

Vertex Planning Partners increased its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.7% in Q2 2026, buying an estimated $16.7K and bringing the position to 6,734 shares worth $650K. The position accounts for 0.1% of the portfolio, ranked #76.

Vertex Planning Partners first reported a position in USMV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.5M in Q2 2023. 1,376 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Vertex Planning Partners held 6,734 shares of iShares MSCI USA Min Vol Factor ETF worth $650K as of Q2 2026.
  • Vertex Planning Partners bought 176 iShares MSCI USA Min Vol Factor ETF shares in Q2 2026, an estimated $16.7K.
  • iShares MSCI USA Min Vol Factor ETF made up 0.1% of Vertex Planning Partners's portfolio in Q2 2026, its #76 holding.
  • Vertex Planning Partners first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Vertex Planning Partners's iShares MSCI USA Min Vol Factor ETF position peaked at $1.5M in Q2 2023.
  • 1,376 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.