WWM
VFMV icon

Western Wealth Management’s Vanguard US Minimum Volatility ETF VFMV Stock Holding History

Western Wealth Management’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
Q2 		$238K Buy
1,710
+2
+0.1% +$278 0.01% 907
2026
Q1 		$228K Buy
1,708
+1
+0.1% +$135 0.01% 880
2025
Q4 		$222K Buy
+1,707
New +$223K 0.01% 767

Other funds holding VFMV

AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.9B AUM 29.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
SWM
Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Western Wealth Management's VFMV Position: Q2 2026 in Review

Western Wealth Management increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.12% in Q2 2026, buying an estimated $278 and bringing the position to 1,710 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #907.

Western Wealth Management first reported a position in VFMV in Q4 2025 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold VFMV as of Q2 2026.

  • Western Wealth Management held 1,710 shares of Vanguard US Minimum Volatility ETF worth $238K as of Q2 2026.
  • Western Wealth Management bought 2 Vanguard US Minimum Volatility ETF shares in Q2 2026, an estimated $278.
  • Vanguard US Minimum Volatility ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #907 holding.
  • Western Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q4 2025 and has held it in 3 quarters since.
  • 89 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.