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Vanguard US Minimum Volatility ETF

24 hedge funds and large institutions have $38.7M invested in Vanguard US Minimum Volatility ETF in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

66% more capital invested

Capital invested by funds: $23.3M → $38.7M (+$15.4M)

14% more funds holding

Funds holding: 2124 (+3)

5.59% more ownership

Funds ownership: 33.46%39.05% (+5.6%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$27.4M +$12.6M +140,045 +88%
Jane Street
2
Jane Street
New York
$3.78M +$1.68M +18,646 +83%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.67M +$201K +2,233 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$965K +$330K +3,662 +54%
TFS
5
TrustCore Financial Services
Tennessee
$906K +$142K +1,576 +19%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$516K +$241K +2,669 +91%
CAAS
7
Capital Asset Advisory Services
Michigan
$436K +$420K +4,658 New
DADC
8
D.A. Davidson & Co
Montana
$395K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$313K +$3.97K +44 +1%
PFA
10
Professional Financial Advisors
Nebraska
$303K +$297K +3,298 New
AAM
11
Autus Asset Management
Arizona
$236K -$2.71K -30 -1%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$210K +$207K +2,292 New
IA
13
IFP Advisors
Florida
$137K -$113K -1,253 -45%
Bank of America
14
Bank of America
North Carolina
$107K
DI
15
Disciplined Investments
Oklahoma
$75K +$73.4K +814 New
APA
16
American Portfolios Advisors
New York
$64.6K +$51.3K +569 +425%
AG
17
Advisor Group
Arizona
$61K -$1.53M -16,923 -96%
Morgan Stanley
18
Morgan Stanley
New York
$54K
AA
19
Advisory Alpha
Michigan
$46.2K
PFBT
20
Parkside Financial Bank & Trust
Missouri
$20K
GI
21
Gradient Investments
Minnesota
$18K
PA
22
Parallel Advisors
California
$11K
ME
23
McIlrath & Eck
Washington
$6K
CAN
24
Claraphi Advisory Network
United States
-$138K -1,544 Closed

VFMV Hedge Fund Activity: Q4 2019 in Review

24 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q4 2019, worth a combined $38.7M — up 66% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VFMV positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Strategic Financial Services, adding an estimated $12.6M. The largest seller was Advisor Group, cutting an estimated $1.53M.

  • 24 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q4 2019, up from 21 in Q3 2019.
  • Funds reported $38.7M of Vanguard US Minimum Volatility ETF stock for Q4 2019, up 66% quarter-over-quarter.
  • 4 funds opened new Vanguard US Minimum Volatility ETF positions in Q4 2019 and 1 closed out, a net change of +3 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q4 2019 was Strategic Financial Services, an estimated $12.6M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q4 2019 was Advisor Group, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2019.