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
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

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
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

Western Wealth Management's VFMV Position: Q1 2026 in Review

Western Wealth Management increased its Vanguard US Minimum Volatility ETF (VFMV) stake by 0.06% in Q1 2026, buying an estimated $135 and bringing the position to 1,708 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #880.

Western Wealth Management first reported a position in VFMV in Q4 2025 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold VFMV as of Q1 2026.

  • Western Wealth Management held 1,708 shares of Vanguard US Minimum Volatility ETF worth $228K as of Q1 2026.
  • Western Wealth Management bought 1 Vanguard US Minimum Volatility ETF share in Q1 2026, an estimated $135.
  • Vanguard US Minimum Volatility ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #880 holding.
  • Western Wealth Management first reported a position in Vanguard US Minimum Volatility ETF in Q4 2025 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held Vanguard US Minimum Volatility ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.