AdvisorNet Financial, Inc VFMV — VANGUARD U.S. MINIMUM VOLATILITY ETF

Ownership history in AdvisorNet Financial, Inc  ·  5 quarters on record

AI Ownership Summary

AdvisorNet Financial, Inc reported VANGUARD U.S. MINIMUM VOLATILITY ETF (VFMV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows VFMV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VFMV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorNet Financial, Inc's position in VANGUARD U.S. MINIMUM VOLATILITY ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VFMV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VFMV stock page AdvisorNet Financial, Inc fund profile AdvisorNet Financial, Inc full holdings
How AdvisorNet Financial, Inc held VFMV — position size vs. price
% of Fund (quarterly)    VFMV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 116 — 0% 0.00% $16K 2026-04-17 $139.45
2025 Q4 REDUCED 44.5% +2.5% ❌ 116 -93 -44.5% 0.00% $15K 2026-01-20 $132.04
2025 Q3 REDUCED 9.9% +1.0% ❌ 209 -23 -9.9% 0.00% $27K 2025-10-09 $127.70
2025 Q2 ADDED — — — 232 +175 +307.0% 0.00% $30K 2025-07-14 $126.02
2025 Q1 INITIATED — — — 57 — — 0.00% $7K 2025-04-07 $113.66

🏢 Other funds also holding VFMV

As of 2026 Q1 — sorted by position size

RFP Financial Group LLC 3Y 9.03% ANDERSON HOAGLAND & CO 3Y 7Y 2.1% Sculati Wealth Management, LLC 3Y 1.64% Independence Asset Advisors, LLC 0.89% Cornerstone Planning, LLC 0.58% Glass Jacobson Investment Advisors llc 3Y 0.47% TITLEIST ASSET MANAGEMENT, LLC 0.41% SMITH, MOORE & CO. 3Y 7Y 0.33% MARIPAU WEALTH MANAGEMENT LLC 3Y 0.27% FOUNDATIONS INVESTMENT ADVISORS, LLC 3Y 7Y 0.27%

FAQ About AdvisorNet Financial, Inc and VFMV

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorNet Financial, Inc reported owning VFMV?

AdvisorNet Financial, Inc reported VFMV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VFMV position in AdvisorNet Financial, Inc's portfolio?

The largest reported portfolio weight for VFMV was 0.00% in 2025 Q2.

What is the latest reported VFMV position on this page?

The most recent filing on this page is 2026 Q1, when AdvisorNet Financial, Inc reported 116 shares, equal to 0.00% of portfolio, with an estimated market value of $16K.

What does the chart on this VFMV ownership page compare?

The chart compares AdvisorNet Financial, Inc's quarterly VFMV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AdvisorNet Financial, Inc time their VFMV position?

Based on 13F filing dates vs. subsequent VFMV price moves, AdvisorNet Financial, Inc correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on VFMV relative to SPY over the holding period was -13.5%.

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