Vanguard US Minimum Volatility ETF
VFMV
27 hedge funds and large institutions have $15.6M invested in Vanguard US Minimum Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.
4.91% less ownership
Funds ownership: 38.61% → 33.7% (-4.9%)
10% less funds holding
Funds holding: 30 → 27 (-3)
19% less capital invested
Capital invested by funds: $19.1M → $15.6M (-$3.55M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$906K |
| 2 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$437K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$288K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.91M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.34M |
| 3 |
Jane Street
New York
|
-$1.12M |
| 4 |
SFS
Strategic Financial Services
Utica,
New York
|
-$673K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$500K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FI
26
FormulaFolio Investments
Grand Rapids,
Michigan
| $2K | – | – | – |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$1.34M | -14,301 | Closed |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$500K | -5,353 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$64.7K | -669 | -100% |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| – | -$61K | -640 | Closed |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10K | -100 | Closed |
|
|
EP
32
Eudaimonia Partners
Winchester,
Tennessee
| – | -$7K | -75 | Closed |
|
VFMV Hedge Fund Activity: Q2 2021 in Review
27 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2021, worth a combined $15.6M — down 19% from $19.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VFMV and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 5 added.
The largest buyer was Avantax Advisory Services, adding an estimated $906K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.91M.
- 27 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2021, down from 30 in Q1 2021.
- Funds reported $15.6M of Vanguard US Minimum Volatility ETF stock for Q2 2021, down 19% quarter-over-quarter.
- 2 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2021 and 5 closed out, a net change of -3 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q2 2021 was Avantax Advisory Services, an estimated $906K added.
- The largest Vanguard US Minimum Volatility ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $1.91M sold.
Based on aggregated 13F filings for Q2 2021.