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Vanguard US Minimum Volatility ETF
VFMV

35 hedge funds and large institutions have $55.6M invested in Vanguard US Minimum Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $55.3M → $55.6M (+$289K)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

3.3% less ownership

Funds ownership: 55.02% → 51.71% (-3.3%)

10% less funds holding

Funds holding: 39 → 35 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
13
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$609K
2
AHC
Anderson Hoagland & Co
Missouri
+$356K
3
FIA
Foundations Investment Advisors
Arizona
+$340K
4
BCI
Brinker Capital Investments
Pennsylvania
+$303K
5
OPS
Orion Portfolio Solutions
Nebraska
+$303K

Top Sellers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
-$3.86M
2
DWP
Destiny Wealth Partners
Florida
-$1.17M
3
SWM
Spire Wealth Management
Virginia
-$112K
4
GJIA
Glass Jacobson Investment Advisors
Maryland
-$77.4K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$68.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
26
Parkside Financial Bank & Trust
Missouri
$239K – – –
RJFSA
27
Raymond James Financial Services Advisors
Florida
$232K +$223K +2,073 New
LRIA
28
Leonard Rickey Investment Advisors
Washington
$224K -$11.3K -105 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$204K +$15.2K +141 +8%
AAP
30
Arax Advisory Partners
Colorado
$84.7K +$323 +3 +0.4%
GJIA
31
Glass Jacobson Investment Advisors
Maryland
$74.8K -$77.4K -719 -52%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$28K – – –
CSB
33
City State Bank
Iowa
$11K – – –
IA
34
IFP Advisors
Florida
$10.3K -$20.2K -188 -67%
ME
35
McIlrath & Eck
Washington
$7.05K – – –
SWM
36
Spire Wealth Management
Virginia
– -$112K -1,058 Closed
TWM
37
Tradition Wealth Management
Minnesota
– -$52K -500 Closed
Morgan Stanley
38
Morgan Stanley
New York
– -$27.2K -260 Closed
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
– -$12.9K -123 Closed
Fidelity Investments
40
Fidelity Investments
Massachusetts
– -$1.88K -18 Closed
1
2

VFMV Hedge Fund Activity: Q1 2024 in Review

35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q1 2024, worth a combined $55.6M — up 0.52% from $55.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VFMV and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.

The largest buyer was LPL Financial, adding an estimated $609K. The largest seller was Avantax Advisory Services, cutting an estimated $3.86M.

  • 35 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q1 2024, down from 39 in Q4 2023.
  • Funds reported $55.6M of Vanguard US Minimum Volatility ETF stock for Q1 2024, up 0.52% quarter-over-quarter.
  • 2 funds opened new Vanguard US Minimum Volatility ETF positions in Q1 2024 and 5 closed out, a net change of -3 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q1 2024 was LPL Financial, an estimated $609K added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $3.86M sold.

Based on aggregated 13F filings for Q1 2024.