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Vanguard US Minimum Volatility ETF

24 hedge funds and large institutions have $35.5M invested in Vanguard US Minimum Volatility ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2.28% more ownership

Funds ownership: 39.05%41.33% (+2.3%)

0% more funds holding

Funds holding: 2424 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $38.7M → $35.5M (-$3.22M)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
7
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1
Strategic Financial Services
New York
$27.2M +$7.05M +81,480 +27%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.05M -$43.3K -501 -2%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.5M +$1.81M +20,892 New
TFS
4
TrustCore Financial Services
Tennessee
$1M +$355K +4,099 +42%
SPIA
5
Steward Partners Investment Advisory
New York
$789K +$954K +11,025 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$650K -$123K -1,423 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$552K +$181K +2,092 +37%
DADC
8
D.A. Davidson & Co
Montana
$308K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$302K +$69.8K +807 +24%
AAS
10
Avantax Advisory Services
Texas
$292K +$353K +4,079 New
CAN
11
Claraphi Advisory Network
United States
$190K +$229K +2,646 New
IA
12
IFP Advisors
Florida
$181K +$86.9K +1,004 +67%
Osaic Holdings
13
Osaic Holdings
Arizona
$86K +$104K +1,207 New
Bank of America
14
Bank of America
North Carolina
$84K
Morgan Stanley
15
Morgan Stanley
New York
$64K +$26.3K +304 +52%
UBS Group
16
UBS Group
Switzerland
$60K +$72.9K +843 New
APA
17
American Portfolios Advisors
New York
$50.6K +$260 +3 +0.4%
AAP
18
Arax Advisory Partners
Colorado
$50K +$60.6K +700 New
AA
19
Advisory Alpha
Michigan
$36.1K -$2.16K -25 -5%
LFG
20
Larson Financial Group
Missouri
$31K +$37.1K +429 New
PFBT
21
Parkside Financial Bank & Trust
Missouri
$15K
GI
22
Gradient Investments
Minnesota
$14K
PA
23
Parallel Advisors
California
$8K
ME
24
McIlrath & Eck
Washington
$5K
Jane Street
25
Jane Street
New York
-$3.78M -41,126 Closed

VFMV Hedge Fund Activity: Q1 2020 in Review

24 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q1 2020, worth a combined $35.5M — down 8.3% from $38.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFMV positions and 7 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Strategic Financial Services, adding an estimated $7.05M. The largest seller was Jane Street, exiting entirely with an estimated $3.78M sold.

  • 24 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $35.5M of Vanguard US Minimum Volatility ETF stock for Q1 2020, down 8.3% quarter-over-quarter.
  • 8 funds opened new Vanguard US Minimum Volatility ETF positions in Q1 2020 and 7 closed out, a net change of +1 holder.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q1 2020 was Strategic Financial Services, an estimated $7.05M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q1 2020 was Jane Street, an estimated $3.78M sold.

Based on aggregated 13F filings for Q1 2020.