Vanguard US Minimum Volatili (VFMV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Anderson Hoagland & Co

INCREASED

Shares179,199 from 178,856

Change+343 (+0%)

Value$26.6M (+$1.6M)

Filed 2026-10-23

Titleist Asset Management, LLC

INCREASED

Shares42,220 from 41,234

Change+986 (+2%)

Value$6.0M (+$229.5K)

Filed 2026-10-08

Sculati Wealth Management, LLC

DECREASED

Shares33,425 from 34,373

Change-948 (-3%)

Value$4.8M (-$56.7K)

Filed 2026-10-19

Harpswell Capital Advisors, LLC

NEW

Shares31,456

Change+31,456

Value$4.5M

Filed 2026-10-09

Kestra Advisory Services, LLC

INCREASED

Shares30,720 from 29,192

Change+1,528 (+5%)

Value$4.3M (+$279.9K)

Filed 2026-11-02

Creative Financial Designs Inc

DECREASED

Shares29,269 from 29,807

Change-538 (-2%)

Value$4.1M (-$11.2K)

Filed 2026-11-04

Cornerstone Planning, LLC

INCREASED

Shares19,381 from 19,272

Change+109 (+1%)

Value$2.7M (+$27.3K)

Filed 2026-10-27

Independence Asset Advisors, LLC

UNCHANGED

Shares18,541 from 18,541

Change0 (0%)

Value$2.6M (+$40.4K)

Filed 2026-10-23

Guyasuta Investment Advisors Inc

INCREASED

Shares14,165 from 7,025

Change+7,140 (+102%)

Value$2.0M (+$1.0M)

Filed 2026-10-15

Glass Jacobson Investment Advisors llc

DECREASED

Shares10,208 from 10,291

Change-83 (-1%)

Value$1.4M (+$10.7K)

Filed 2026-10-26

Signal Advisors Wealth, LLC

INCREASED

Shares8,733 from 7,315

Change+1,418 (+19%)

Value$1.2M (+$216.6K)

Filed 2026-10-13

Concurrent Investment Advisors, LLC

NEW

Shares8,387

Change+8,387

Value$1.2M

Filed 2026-10-16

Compass Financial Group, Inc

DECREASED

Shares7,515 from 7,532

Change-17 (0%)

Value$1.1M (+$14.1K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

DECREASED

Shares6,379 from 7,062

Change-683 (-10%)

Value$902.9K (-$81.3K)

Filed 2026-11-02

Interchange Capital Partners, LLC

UNCHANGED

Shares5,556 from 5,556

Change0 (0%)

Value$786.4K (+$12.1K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares5,269 from 20,010

Change-14,741 (-74%)

Value$746 (-$2.8M)

Filed 2026-11-02

Signature Estate & Investment Advisors LLC

INCREASED

Shares4,601 from 3,798

Change+803 (+21%)

Value$651.3K (+$122.0K)

Filed 2026-10-13

Apollon Financial, LLC

UNCHANGED

Shares4,205 from 4,205

Change0 (0%)

Value$595.2K (+$9.2K)

Filed 2026-10-23

Truist Financial Corp

UNCHANGED

Shares4,066 from 4,066

Change0 (0%)

Value$575.5K (+$8.9K)

Filed 2026-10-30

TD Waterhouse Canada Inc.

DECREASED

Shares3,260 from 6,827

Change-3,567 (-52%)

Value$462.8K (-$488.7K)

Filed 2026-10-16

Vise Technologies, Inc.

INCREASED

Shares3,195 from 1,702

Change+1,493 (+88%)

Value$452.2K (+$215.0K)

Filed 2026-10-29

D.A. Davidson & Co.

UNCHANGED

Shares3,190 from 3,190

Change0 (0%)

Value$451.5K (+$7.0K)

Filed 2026-10-28

Sigma Planning Corp

NEW

Shares2,526

Change+2,526

Value$357.5K

Filed 2026-10-23

Parallel Advisors, LLC

DECREASED

Shares2,365 from 2,965

Change-600 (-20%)

Value$334.8K (-$78.5K)

Filed 2026-11-03

Flagship Harbor Advisors, LLC

DECREASED

Shares2,360 from 2,572

Change-212 (-8%)

Value$334.0K (-$24.4K)

Filed 2026-10-26

Elm3 Financial Group, LLC

DECREASED

Shares2,029 from 2,264

Change-235 (-10%)

Value$287.2K (-$28.3K)

Filed 2026-10-07

Parkside Financial Bank & Trust

UNCHANGED

Shares2,013 from 2,013

Change0 (0%)

Value$284.9K (+$4.4K)

Filed 2026-10-27

Partners Wealth Management, LLC

NEW

Shares1,910

Change+1,910

Value$270.4K

Filed 2026-10-28

J.W. Cole Advisors, Inc.

NEW

Shares1,414

Change+1,414

Value$200.2K

Filed 2026-11-05

IFP Advisors, Inc

DECREASED

Shares1,156 from 1,414

Change-258 (-18%)

Value$163.6K (-$33.4K)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares347 from 344

Change+3 (+1%)

Value$49.1K (+$1.2K)

Filed 2026-10-08

Physician Wealth Advisors, Inc.

UNCHANGED

Shares270 from 270

Change0 (0%)

Value$38.2K (+$589)

Filed 2026-10-20

Proathlete Wealth Management LLC

UNCHANGED

Shares231 from 231

Change0 (0%)

Value$32.8K (+$584)

Filed 2026-10-15

Armstrong Advisory Group, Inc

UNCHANGED

Shares210 from 210

Change0 (0%)

Value$29.7K (+$458)

Filed 2026-10-09

Capital Investment Advisory Services, LLC

NEW

Shares133

Change+133

Value$18.8K

Filed 2026-10-30

City State Bank

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$14.2K (+$218)

Filed 2026-10-20

Triumph Capital Management

UNCHANGED

Shares97 from 97

Change0 (0%)

Value$13.7K (+$212)

Filed 2026-10-14

JFS Wealth Advisors, LLC

UNCHANGED

Shares65 from 65

Change0 (0%)

Value$9.2K (+$142)

Filed 2026-11-03

Lanark Financial, Inc.

UNCHANGED

Shares58 from 58

Change0 (0%)

Value$8.2K (+$127)

Filed 2026-10-26

CX Institutional

DECREASED

Shares34 from 67

Change-33 (-49%)

Value$5 (-$4)

Filed 2026-10-02

Archer Investment Corp

UNCHANGED

Shares22 from 22

Change0 (0%)

Value$3.1K (+$48)

Filed 2026-11-05

Bank of New York Mellon Corp

CLOSED

Shares0 from 1,897

Change-1,897 (-100%)

Value$0 (-$264.4K)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 117

Change-117 (-100%)

Value$0 (-$16.3K)

Filed 2026-10-15

Tsfg, LLC

CLOSED

Shares0 from 103

Change-103 (-100%)

Value$0 (-$14)

Filed 2026-10-23

Foundations Investment Advisors, LLC

N/A

Shares— from 174,905

Change-174,905 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 128,559

Change-128,559 (-100%)

Value—

UBS Group AG

N/A

Shares— from 65,433

Change-65,433 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 61,327

Change-61,327 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 60,163

Change-60,163 (-100%)

Value—

UMB Bank, n.a.

N/A

Shares— from 42,283

Change-42,283 (-100%)

Value—

Sequoia Financial Advisors, LLC

N/A

Shares— from 34,945

Change-34,945 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 34,380

Change-34,380 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 28,209

Change-28,209 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 23,000

Change-23,000 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 22,575

Change-22,575 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 21,573

Change-21,573 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 18,659

Change-18,659 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 10,984

Change-10,984 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 10,845

Change-10,845 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 10,822

Change-10,822 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,291

Change-10,291 (-100%)

Value—

Keystone Financial Group

N/A

Shares— from 8,973

Change-8,973 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 8,412

Change-8,412 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,335

Change-8,335 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,082

Change-8,082 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 7,124

Change-7,124 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 6,611

Change-6,611 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,826

Change-5,826 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 5,265

Change-5,265 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 4,388

Change-4,388 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 3,641

Change-3,641 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 3,327

Change-3,327 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 3,038

Change-3,038 (-100%)

Value—

Caitlin John, LLC

N/A

Shares— from 2,969

Change-2,969 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 2,804

Change-2,804 (-100%)

Value—

Madison Wealth Partners, Inc

N/A

Shares— from 2,799

Change-2,799 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 2,628

Change-2,628 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 2,234

Change-2,234 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,910

Change-1,910 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 1,710

Change-1,710 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 1,708

Change-1,708 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 1,511

Change-1,511 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 1,210

Change-1,210 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 648

Change-648 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 566

Change-566 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 459

Change-459 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 411

Change-411 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 398

Change-398 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 307

Change-307 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 275

Change-275 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 130

Change-130 (-100%)

Value—

Nova Wealth Management, Inc.

N/A

Shares— from 40

Change-40 (-100%)

Value—

Corsicana & Co.

N/A

Shares— from 30

Change-30 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 23

Change-23 (-100%)

Value—

	Status
Anderson Hoagland & Co	INCREASED	179,199	178,856	+343	+0%	$24.9M	$26.6M	+$1.6M	2026-10-23
Titleist Asset Management, LLC	INCREASED	42,220	41,234	+986	+2%	$5.7M	$6.0M	+$229.5K	2026-10-08
Sculati Wealth Management, LLC	DECREASED	33,425	34,373	-948	-3%	$4.9M	$4.8M	-$56.7K	2026-10-19
Harpswell Capital Advisors, LLC	NEW	31,456	—	+31,456	—	—	$4.5M	—	2026-10-09
Kestra Advisory Services, LLC	INCREASED	30,720	29,192	+1,528	+5%	$4.1M	$4.3M	+$279.9K	2026-11-02
Creative Financial Designs Inc	DECREASED	29,269	29,807	-538	-2%	$4.2M	$4.1M	-$11.2K	2026-11-04
Cornerstone Planning, LLC	INCREASED	19,381	19,272	+109	+1%	$2.7M	$2.7M	+$27.3K	2026-10-27
Independence Asset Advisors, LLC	UNCHANGED	18,541	18,541	0	0%	$2.6M	$2.6M	+$40.4K	2026-10-23
Guyasuta Investment Advisors Inc	INCREASED	14,165	7,025	+7,140	+102%	$979.0K	$2.0M	+$1.0M	2026-10-15
Glass Jacobson Investment Advisors llc	DECREASED	10,208	10,291	-83	-1%	$1.4M	$1.4M	+$10.7K	2026-10-26
Signal Advisors Wealth, LLC	INCREASED	8,733	7,315	+1,418	+19%	$1.0M	$1.2M	+$216.6K	2026-10-13
Concurrent Investment Advisors, LLC	NEW	8,387	—	+8,387	—	—	$1.2M	—	2026-10-16
Compass Financial Group, Inc	DECREASED	7,515	7,532	-17	0%	$1.0M	$1.1M	+$14.1K	2026-10-13
Commonwealth Equity Services, LLC	DECREASED	6,379	7,062	-683	-10%	$984.2K	$902.9K	-$81.3K	2026-11-02
Interchange Capital Partners, LLC	UNCHANGED	5,556	5,556	0	0%	$774.3K	$786.4K	+$12.1K	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	5,269	20,010	-14,741	-74%	$2.8M	$746	-$2.8M	2026-11-02
Signature Estate & Investment Advisors LLC	INCREASED	4,601	3,798	+803	+21%	$529.3K	$651.3K	+$122.0K	2026-10-13
Apollon Financial, LLC	UNCHANGED	4,205	4,205	0	0%	$586.0K	$595.2K	+$9.2K	2026-10-23
Truist Financial Corp	UNCHANGED	4,066	4,066	0	0%	$566.7K	$575.5K	+$8.9K	2026-10-30
TD Waterhouse Canada Inc.	DECREASED	3,260	6,827	-3,567	-52%	$951.5K	$462.8K	-$488.7K	2026-10-16
Vise Technologies, Inc.	INCREASED	3,195	1,702	+1,493	+88%	$237.2K	$452.2K	+$215.0K	2026-10-29
D.A. Davidson & Co.	UNCHANGED	3,190	3,190	0	0%	$444.6K	$451.5K	+$7.0K	2026-10-28
Sigma Planning Corp	NEW	2,526	—	+2,526	—	—	$357.5K	—	2026-10-23
Parallel Advisors, LLC	DECREASED	2,365	2,965	-600	-20%	$413.2K	$334.8K	-$78.5K	2026-11-03
Flagship Harbor Advisors, LLC	DECREASED	2,360	2,572	-212	-8%	$358.4K	$334.0K	-$24.4K	2026-10-26
Elm3 Financial Group, LLC	DECREASED	2,029	2,264	-235	-10%	$315.5K	$287.2K	-$28.3K	2026-10-07
Parkside Financial Bank & Trust	UNCHANGED	2,013	2,013	0	0%	$280.5K	$284.9K	+$4.4K	2026-10-27
Partners Wealth Management, LLC	NEW	1,910	—	+1,910	—	—	$270.4K	—	2026-10-28
J.W. Cole Advisors, Inc.	NEW	1,414	—	+1,414	—	—	$200.2K	—	2026-11-05
IFP Advisors, Inc	DECREASED	1,156	1,414	-258	-18%	$197.1K	$163.6K	-$33.4K	2026-10-16
Farther Finance Advisors, LLC	INCREASED	347	344	+3	+1%	$47.9K	$49.1K	+$1.2K	2026-10-08
Physician Wealth Advisors, Inc.	UNCHANGED	270	270	0	0%	$37.6K	$38.2K	+$589	2026-10-20
Proathlete Wealth Management LLC	UNCHANGED	231	231	0	0%	$32.2K	$32.8K	+$584	2026-10-15
Armstrong Advisory Group, Inc	UNCHANGED	210	210	0	0%	$29.3K	$29.7K	+$458	2026-10-09
Capital Investment Advisory Services, LLC	NEW	133	—	+133	—	—	$18.8K	—	2026-10-30
City State Bank	UNCHANGED	100	100	0	0%	$13.9K	$14.2K	+$218	2026-10-20
Triumph Capital Management	UNCHANGED	97	97	0	0%	$13.5K	$13.7K	+$212	2026-10-14
JFS Wealth Advisors, LLC	UNCHANGED	65	65	0	0%	$9.1K	$9.2K	+$142	2026-11-03
Lanark Financial, Inc.	UNCHANGED	58	58	0	0%	$8.1K	$8.2K	+$127	2026-10-26
CX Institutional	DECREASED	34	67	-33	-49%	$9	$5	-$4	2026-10-02
Archer Investment Corp	UNCHANGED	22	22	0	0%	$3.1K	$3.1K	+$48	2026-11-05
Bank of New York Mellon Corp	CLOSED	0	1,897	-1,897	-100%	$264.4K	$0	-$264.4K	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	117	-117	-100%	$16.3K	$0	-$16.3K	2026-10-15
Tsfg, LLC	CLOSED	0	103	-103	-100%	$14	$0	-$14	2026-10-23
Foundations Investment Advisors, LLC	N/A	—	174,905	-174,905	-100%	$24.4M	—	—	—
LPL Financial LLC	N/A	—	128,559	-128,559	-100%	$17.9M	—	—	—
UBS Group AG	N/A	—	65,433	-65,433	-100%	$9.1M	—	—	—
Equitable Holdings, Inc.	N/A	—	61,327	-61,327	-100%	$8.5M	—	—	—
NewEdge Advisors, LLC	N/A	—	60,163	-60,163	-100%	$8.4M	—	—	—
UMB Bank, n.a.	N/A	—	42,283	-42,283	-100%	$5.9M	—	—	—
Sequoia Financial Advisors, LLC	N/A	—	34,945	-34,945	-100%	$4.9M	—	—	—
Smith, Moore & Co.	N/A	—	34,380	-34,380	-100%	$4.8M	—	—	—
Cetera Investment Advisers	N/A	—	28,209	-28,209	-100%	$3.9M	—	—	—
Two Sigma Investments, LP	N/A	—	23,000	-23,000	-100%	$3.2M	—	—	—
Capital Analysts, LLC	N/A	—	22,575	-22,575	-100%	$3.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	21,573	-21,573	-100%	$3.0M	—	—	—
Advisory Services Network, LLC	N/A	—	18,659	-18,659	-100%	$2.6M	—	—	—
Pathstone Holdings, LLC	N/A	—	10,984	-10,984	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	10,845	-10,845	-100%	$1.5M	—	—	—
MML Investors Services, LLC	N/A	—	10,822	-10,822	-100%	$1.5M	—	—	—
Mercer Global Advisors Inc	N/A	—	10,291	-10,291	-100%	$1.4M	—	—	—
Keystone Financial Group	N/A	—	8,973	-8,973	-100%	$1.3M	—	—	—
Raymond James Financial Inc	N/A	—	8,412	-8,412	-100%	$1.2M	—	—	—
Osaic Holdings, Inc.	N/A	—	8,335	-8,335	-100%	$1.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	8,082	-8,082	-100%	$1.1M	—	—	—
Maripau Wealth Management LLC	N/A	—	7,124	-7,124	-100%	$992.5K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	6,611	-6,611	-100%	$921.4K	—	—	—
Goldman Sachs Group Inc	N/A	—	5,826	-5,826	-100%	$811.9K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	5,265	-5,265	-100%	$733.7K	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	4,388	-4,388	-100%	$611.5K	—	—	—
Bank of Montreal	N/A	—	3,641	-3,641	-100%	$507.4K	—	—	—
HighTower Advisors, LLC	N/A	—	3,327	-3,327	-100%	$463.7K	—	—	—
Quantinno Capital Management LP	N/A	—	3,038	-3,038	-100%	$423.4K	—	—	—
Caitlin John, LLC	N/A	—	2,969	-2,969	-100%	$413.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	2,804	-2,804	-100%	$390.8K	—	—	—
Madison Wealth Partners, Inc	N/A	—	2,799	-2,799	-100%	$390.1K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	2,628	-2,628	-100%	$366.2K	—	—	—
Regal Investment Advisors LLC	N/A	—	2,234	-2,234	-100%	$311.3K	—	—	—
Cerity Partners LLC	N/A	—	1,910	-1,910	-100%	$266.2K	—	—	—
Western Wealth Management, LLC	N/A	—	1,710	-1,710	-100%	$238.3K	—	—	—
Jane Street Group, LLC	N/A	—	1,708	-1,708	-100%	$238.0K	—	—	—
HRT Financial LP	N/A	—	1,511	-1,511	-100%	$210.0K	—	—	—
Arax Advisory Partners	N/A	—	1,210	-1,210	-100%	$168.7K	—	—	—
Morgan Stanley	N/A	—	648	-648	-100%	$90.3K	—	—	—
Harbour Investments, Inc.	N/A	—	566	-566	-100%	$78.9K	—	—	—
National Bank of Canada	N/A	—	459	-459	-100%	$64.0K	—	—	—
Vanguard Advisers Inc	N/A	—	411	-411	-100%	$57.3K	—	—	—
JPMorgan Chase & Co	N/A	—	398	-398	-100%	$55.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	307	-307	-100%	$42.7K	—	—	—
Wells Fargo & Company	N/A	—	275	-275	-100%	$38.3K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	130	-130	-100%	$18.1K	—	—	—
Nova Wealth Management, Inc.	N/A	—	40	-40	-100%	$5.6K	—	—	—
Corsicana & Co.	N/A	—	30	-30	-100%	$4.2K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	27	-27	-100%	$3.7K	—	—	—
Fiduciary Financial Advisors	N/A	—	23	-23	-100%	$3.1K	—	—	—

Showing 95 of 95 institutions