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VFMV — VANGUARD US MINIMUM VOLATILI

Reported value held$13.84M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)7
Institutional value$13.58M · 97.48K sh
New / Add / Cut / Exit3 / 1 / 2 / 0
Top-5 / Top-10 concentration99.3% / 100.0%
Institutional holdings change Reducing -66.6% (-194.26K sh)
Institutional value change Down -65.0%

As of Q2 2026, 7 SEC-registered investment managers reported holding VFMV (VANGUARD US MINIMUM VOLATILI) in their latest 13F filings, with a combined reported value of $13.58M across 97.48K shares. That is -66.6% by share count (-194.26K shares) versus the previous quarter, while reported value moved -65.0%. Ownership is concentrated: the five largest holders account for 99.3% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 1 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 7 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 65.43K $9.12M 0.00% Hold
Two Sigma Investments history 23.00K $3.21M 0.00% Reduce
Goldman Sachs Group history 5.83K $811.93K 0.00% New
BNY Mellon history 1.90K $264.44K 0.00% New
Morgan Stanley history 648 $90.31K 0.00% Add
JPMorgan Chase & Co history 398 $55.43K 0.00% New
Wells Fargo & Co history 275 $38.33K 0.00% Reduce

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 200.11K $26.66M 0.01% New
UBS Group AG history 65.41K $8.71M 0.00% Add
Two Sigma Investments history 25.70K $3.42M 0.00% Add
Morgan Stanley history 515 $68.61K 0.00% Reduce

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 62.44K $8.14M 0.00% Add
Two Sigma Investments history 15.30K $1.99M 0.00% Add
Morgan Stanley history 524 $68.31K 0.00% Hold

Q3 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 61.84K $8.12M 0.00% Add
Two Sigma Investments history 12.70K $1.67M 0.00% Reduce
Morgan Stanley history 526 $69.07K 0.00% Hold

Q2 2025 — 5 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 59.62K $7.65M 0.00% Add
Two Sigma Investments history 21.90K $2.81M 0.01% Add
Citadel Advisors history 1.99K $254.66K 0.00% New
Morgan Stanley history 526 $67.45K 0.00% Add
JPMorgan Chase & Co history 150 $19.23K 0.00% New

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 43.33K $5.49M 0.00% Add
Two Sigma Investments history 21.60K $2.74M 0.01% New
Morgan Stanley history 12 $1.56K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
UBS Group AG 65.43K 65.41K 62.44K 61.84K 59.62K 43.33K 28.87K 27.12K 27.24K 26.53K 24.89K 26.07K 26.82K 26.94K 4 1.42K — 206 120 716
Two Sigma Investments 23.00K 25.70K 15.30K 12.70K 21.90K 21.60K — — — — — — — — — — — — — —
Goldman Sachs Group 5.83K — — — — — — — — — — — — — — — — — — —
BNY Mellon 1.90K — — — — — — — — — — — — — — — — — — —
Morgan Stanley 648 515 524 526 526 12 — 2 37 — 130 130 130 130 260 260 321 280 280 280
JPMorgan Chase & Co 398 — — — 150 — — — — — — — — 383 — — — — — —
Wells Fargo & Co 275 200.11K — — — — — — — — — — — — — — — — — —
Citadel Advisors — — — — 1.99K — — — 2.63K 2.47K 2.81K — — — 2.15K — 12.38K 2.89K — —
Fidelity Management & Research (FMR) — — — — — — — — — — 18 — — — — — — — 1 1

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