Vanguard US Minimum Volatility ETF
VFMV
33 hedge funds and large institutions have $53.9M invested in Vanguard US Minimum Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 31 → 33 (+2)
6% more capital invested
Capital invested by funds: $51M → $53.9M (+$2.91M)
0.78% less ownership
Funds ownership: 63.39% → 62.61% (-0.78%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$1.94M |
| 2 |
LPL Financial
San Diego,
California
|
+$904K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$800K |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$478K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.99M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$631K |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
-$546K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$276K |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
26
Arax Advisory Partners
Denver,
Colorado
| $74.5K | +$394 | +4 | +0.5% |
|
|
TWM
27
Tradition Wealth Management
Edina,
Minnesota
| $50K | – | – | – |
|
28
National Bank of Canada
Montreal,
Quebec, Canada
| $24.9K | – | – | – |
|
|
GJIA
29
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $13.5K | +$13.4K | +136 | New |
|
30
Morgan Stanley
New York
| $13K | – | – | – |
|
|
CSB
31
City State Bank
Norwalk,
Iowa
| $10K | – | – | – |
|
|
ME
32
McIlrath & Eck
Arlington,
Washington
| $6.29K | – | – | – |
|
|
GWSA
33
Global Wealth Strategies & Associates
Denver,
Colorado
| $1.2K | – | – | – |
|
|
IAIM
34
International Assets Investment Management
Orlando,
Florida
| – | -$197K | -2,000 | Closed |
|
35
JP Morgan Chase
New York
| – | -$38K | -383 | Closed |
|
|
BAM
36
Belpointe Asset Management
Reno,
Nevada
| – | -$15.1K | -153 | Closed |
|
VFMV Hedge Fund Activity: Q2 2023 in Review
33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2023, worth a combined $53.9M — up 5.7% from $51M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VFMV positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Anderson Hoagland & Co, adding an estimated $1.94M. The largest seller was Jane Street, cutting an estimated $1.99M.
- 33 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2023, up from 31 in Q1 2023.
- Funds reported $53.9M of Vanguard US Minimum Volatility ETF stock for Q2 2023, up 5.7% quarter-over-quarter.
- 5 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q2 2023 was Anderson Hoagland & Co, an estimated $1.94M added.
- The largest Vanguard US Minimum Volatility ETF seller in Q2 2023 was Jane Street, an estimated $1.99M sold.
Based on aggregated 13F filings for Q2 2023.