Vanguard US Minimum Volatility ETF
VFMV
25 hedge funds and large institutions have $37.7M invested in Vanguard US Minimum Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 7 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
23% more capital invested
Capital invested by funds: $30.6M → $37.7M (+$7.1M)
19.94% more ownership
Funds ownership: 62.88% → 82.82% (+20%)
14% less funds holding
Funds holding: 29 → 25 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$8.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$945K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$747K |
| 4 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
+$568K |
| 5 |
Jane Street
New York
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.02M |
| 2 |
AAM
Autus Asset Management
Scottsdale,
Arizona
|
-$107K |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$48K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$21K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$48K | -462 | Closed |
|
|
27
UBS Group
Zurich,
Switzerland
| – | -$21K | -206 | Closed |
|
|
PA
28
Parallel Advisors
San Francisco,
California
| – | -$8K | -79 | Closed |
|
29
Koshinski Asset Management
Decatur,
Illinois
| – | -$6K | -58 | Closed |
|
|
MCC
30
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$4K | -34 | Closed |
|
|
MFT
31
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$3K | -25 | Closed |
|
|
FAG
32
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$2K | -20 | Closed |
|
VFMV Hedge Fund Activity: Q2 2022 in Review
25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2022, worth a combined $37.7M — up 23% from $30.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of VFMV and 3 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 11 added.
The largest buyer was Destiny Wealth Partners, adding an estimated $8.15M. The largest seller was Private Advisor Group, cutting an estimated $2.02M.
- 25 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2022, down from 29 in Q1 2022.
- Funds reported $37.7M of Vanguard US Minimum Volatility ETF stock for Q2 2022, up 23% quarter-over-quarter.
- 3 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2022 and 7 closed out, a net change of -4 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q2 2022 was Destiny Wealth Partners, an estimated $8.15M added.
- The largest Vanguard US Minimum Volatility ETF seller in Q2 2022 was Private Advisor Group, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2022.