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Vanguard US Minimum Volatility ETF

30 hedge funds and large institutions have $19.1M invested in Vanguard US Minimum Volatility ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

11% more funds holding

Funds holding: 2730 (+3)

0.86% more ownership

Funds ownership: 37.75%38.61% (+0.86%)

10% less capital invested

Capital invested by funds: $21.3M → $19.1M (-$2.15M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$7.19M -$83.4K -908 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.28M -$184K -2,000 -8%
Jane Street
3
Jane Street
New York
$1.87M +$101K +1,102 +6%
Citadel Advisors
4
Citadel Advisors
Florida
$1.34M -$327K -3,559 -20%
SFS
5
Strategic Financial Services
New York
$1.19M -$554K -6,027 -32%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$843K -$131K -1,424 -14%
FTUS
7
Flow Traders U.S.
New York
$614K -$2.04M -22,238 -77%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$500K +$492K +5,353 New
AAS
9
Avantax Advisory Services
Texas
$482K
DADC
10
D.A. Davidson & Co
Montana
$363K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$347K +$54.7K +596 +19%
UBS Group
12
UBS Group
Switzerland
$316K -$58.7K -639 -16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$315K -$6.98K -76 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$285K +$197K +2,150 +238%
AAM
15
Autus Asset Management
Arizona
$272K -$6.43K -70 -2%
GL
16
Graypoint LLC
New York
$264K
TFS
17
TrustCore Financial Services
Tennessee
$128K -$354K -3,850 -74%
EVM
18
Eaton Vance Management
Massachusetts
$113K +$111K +1,212 New
APA
19
American Portfolios Advisors
New York
$67.4K +$92 +1 +0.1%
Morgan Stanley
20
Morgan Stanley
New York
$65K +$40.2K +438 +168%
IA
21
IFP Advisors
Florida
$62K -$113K -1,232 -65%
GWM
22
Geneos Wealth Management
Colorado
$61K +$58.8K +640 New
SPIA
23
Steward Partners Investment Advisory
New York
$55.5K
PA
24
Parallel Advisors
California
$41K
PFBT
25
Parkside Financial Bank & Trust
Missouri
$20K

VFMV Hedge Fund Activity: Q1 2021 in Review

30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q1 2021, worth a combined $19.1M — down 10% from $21.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VFMV positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $492K. The largest seller was Flow Traders U.S., cutting an estimated $2.04M.

  • 30 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q1 2021, up from 27 in Q4 2020.
  • Funds reported $19.1M of Vanguard US Minimum Volatility ETF stock for Q1 2021, down 10% quarter-over-quarter.
  • 6 funds opened new Vanguard US Minimum Volatility ETF positions in Q1 2021 and 2 closed out, a net change of +4 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q1 2021 was Susquehanna International Group, an estimated $492K added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q1 2021 was Flow Traders U.S., an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2021.