Vanguard US Minimum Volatility ETF
VFMV
31 hedge funds and large institutions have $51M invested in Vanguard US Minimum Volatility ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
8% more capital invested
Capital invested by funds: $47.2M → $51M (+$3.71M)
4.83% more ownership
Funds ownership: 58.57% → 63.39% (+4.8%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
11% less funds holding
Funds holding: 35 → 31 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.92M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.66M |
| 3 |
Jane Street
New York
|
+$1.78M |
| 4 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$663K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$523K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$1.66M |
| 2 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$1.24M |
| 3 |
MSWMA
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
-$318K |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
-$225K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $15.1K | – | – | – |
|
27
Morgan Stanley
New York
| $12.8K | -$12.8K | -130 | -50% |
|
|
CSB
28
City State Bank
Norwalk,
Iowa
| $10K | – | – | – |
|
|
ME
29
McIlrath & Eck
Arlington,
Washington
| $6.2K | – | – | – |
|
|
GWSA
30
Global Wealth Strategies & Associates
Denver,
Colorado
| $1.18K | +$1.19K | +12 | New |
|
31
Commonwealth Equity Services
Waltham,
Massachusetts
| $778 | +$2.37K | +24 | +0.3% |
|
|
BFG
32
Bleakley Financial Group
Fairfield,
New Jersey
| – | -$1.24M | -12,584 | Closed |
|
|
MSWMA
33
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| – | -$318K | -3,232 | Closed |
|
|
34
Citadel Advisors
Miami,
Florida
| – | -$212K | -2,151 | Closed |
|
|
GI
35
Gradient Investments
Arden Hills,
Minnesota
| – | -$19.7K | -200 | Closed |
|
|
NA
36
NewEdge Advisors
New Orleans,
Louisiana
| – | -$19.3K | -196 | Closed |
|
|
MCC
37
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$7.28K | -74 | Closed |
|
VFMV Hedge Fund Activity: Q1 2023 in Review
31 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q1 2023, worth a combined $51M — up 7.9% from $47.2M a quarter earlier.
Fund positioning in VFMV was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 5 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.92M. The largest seller was Pathstone Family Office, cutting an estimated $1.66M.
- 31 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q1 2023, down from 35 in Q4 2022.
- Funds reported $51M of Vanguard US Minimum Volatility ETF stock for Q1 2023, up 7.9% quarter-over-quarter.
- 6 funds opened new Vanguard US Minimum Volatility ETF positions in Q1 2023 and 6 closed out, a net change of 0 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $2.92M added.
- The largest Vanguard US Minimum Volatility ETF seller in Q1 2023 was Pathstone Family Office, an estimated $1.66M sold.
Based on aggregated 13F filings for Q1 2023.