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Vanguard US Minimum Volatility ETF

28 hedge funds and large institutions have $31.4M invested in Vanguard US Minimum Volatility ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

17% more funds holding

Funds holding: 2428 (+4)

16% more capital invested

Capital invested by funds: $27.1M → $31.4M (+$4.24M)

6.31% more ownership

Funds ownership: 36.11%42.42% (+6.3%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
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
$16.8M -$305K -3,711 -2%
Jane Street
2
Jane Street
New York
$2.34M -$49.8K -606 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.26M -$96.3K -1,171 -4%
Citadel Advisors
4
Citadel Advisors
Florida
$2.09M +$2.09M +25,366 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.33M +$806K +9,805 +155%
FTUS
6
Flow Traders U.S.
New York
$988K +$986K +11,988 New
TFS
7
TrustCore Financial Services
Tennessee
$882K -$268K -3,259 -23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$880K -$4.77K -58 -0.5%
KAS
9
Kestra Advisory Services
Texas
$729K +$843K +10,256 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$529K -$52.9K -643 -9%
AAS
11
Avantax Advisory Services
Texas
$425K
DADC
12
D.A. Davidson & Co
Montana
$355K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$349K -$4.77K -58 -1%
UBS Group
14
UBS Group
Switzerland
$313K +$158K +1,922 +103%
GL
15
Graypoint LLC
New York
$233K +$232K +2,827 New
AAM
16
Autus Asset Management
Arizona
$220K
IA
17
IFP Advisors
Florida
$196K +$16.1K +196 +9%
Bank of America
18
Bank of America
North Carolina
$108K
APA
19
American Portfolios Advisors
New York
$58.9K +$658 +8 +1%
AAP
20
Arax Advisory Partners
Colorado
$58K +$658 +8 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$57K +$18.7K +227 +49%
SPIA
22
Steward Partners Investment Advisory
New York
$49K -$858K -10,431 -95%
PA
23
Parallel Advisors
California
$30K
Morgan Stanley
24
Morgan Stanley
New York
$21K
PFBT
25
Parkside Financial Bank & Trust
Missouri
$18K

VFMV Hedge Fund Activity: Q3 2020 in Review

28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q3 2020, worth a combined $31.4M — up 16% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VFMV positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.09M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $858K.

  • 28 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q3 2020, up from 24 in Q2 2020.
  • Funds reported $31.4M of Vanguard US Minimum Volatility ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 5 funds opened new Vanguard US Minimum Volatility ETF positions in Q3 2020 and 1 closed out, a net change of +4 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q3 2020 was Citadel Advisors, an estimated $2.09M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q3 2020 was Steward Partners Investment Advisory, an estimated $858K sold.

Based on aggregated 13F filings for Q3 2020.