Vanguard US Minimum Volatility ETF
VFMV
35 hedge funds and large institutions have $47.2M invested in Vanguard US Minimum Volatility ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
40% more funds holding
Funds holding: 25 → 35 (+10)
28% more capital invested
Capital invested by funds: $37M → $47.2M (+$10.2M)
29.82% less ownership
Funds ownership: 88.39% → 58.57% (-30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$3.27M |
| 2 |
LPL Financial
San Diego,
California
|
+$497K |
| 3 |
Jane Street
New York
|
+$480K |
| 4 |
KFGK
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
+$472K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$1.51M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$623K |
| 3 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$308K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$137K |
| 5 |
IAMOG
Investors Asset Management of Georgia
Atlanta,
Georgia
|
-$132K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $25.6K | – | – | – |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $24.6K | +$24.3K | +250 | New |
|
|
GI
28
Gradient Investments
Arden Hills,
Minnesota
| $19.7K | – | – | – |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $19.3K | +$19.1K | +196 | New |
|
|
BAM
30
Belpointe Asset Management
Reno,
Nevada
| $15.1K | +$14.9K | +153 | New |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $14K | +$15.1K | +155 | New |
|
|
CSB
32
City State Bank
Norwalk,
Iowa
| $10K | – | – | – |
|
|
MCC
33
Money Concepts Capital
Palm Beach Gardens,
Florida
| $7.28K | +$7.21K | +74 | New |
|
|
ME
34
McIlrath & Eck
Arlington,
Washington
| $6.2K | – | – | – |
|
|
35
UBS Group
Zurich,
Switzerland
| $394 | -$137K | -1,412 | -100% |
|
|
IAMOG
36
Investors Asset Management of Georgia
Atlanta,
Georgia
| – | -$132K | -1,475 | Closed |
|
37
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10 | -100 | Closed |
|
VFMV Hedge Fund Activity: Q4 2022 in Review
35 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q4 2022, worth a combined $47.2M — up 28% from $37M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new VFMV positions and 2 closed out — a net gain of 11 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $3.27M. The largest seller was UMB Bank, cutting an estimated $1.51M.
- 35 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $47.2M of Vanguard US Minimum Volatility ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 13 funds opened new Vanguard US Minimum Volatility ETF positions in Q4 2022 and 2 closed out, a net change of +11 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q4 2022 was Pathstone Family Office, an estimated $3.27M added.
- The largest Vanguard US Minimum Volatility ETF seller in Q4 2022 was UMB Bank, an estimated $1.51M sold.
Based on aggregated 13F filings for Q4 2022.