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Vanguard US Minimum Volatility ETF

27 hedge funds and large institutions have $15.6M invested in Vanguard US Minimum Volatility ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.91% less ownership

Funds ownership: 38.61%33.7% (-4.9%)

10% less funds holding

Funds holding: 3027 (-3)

19% less capital invested

Capital invested by funds: $19.1M → $15.6M (-$3.55M)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$8.01M +$437K +4,522 +6%
AAS
2
Avantax Advisory Services
Texas
$1.43M +$906K +9,368 +182%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$901K +$14.2K +147 +2%
Jane Street
4
Jane Street
New York
$824K -$1.12M -11,613 -58%
SFS
5
Strategic Financial Services
New York
$570K -$673K -6,965 -55%
FTUS
6
Flow Traders U.S.
New York
$517K -$126K -1,308 -20%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$458K -$1.91M -19,753 -81%
DADC
8
D.A. Davidson & Co
Montana
$382K
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$342K +$11.2K +116 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$313K +$12.5K +129 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$305K -$59.5K -616 -17%
PFS
12
Prospera Financial Services
Texas
$293K +$288K +2,975 New
AAM
13
Autus Asset Management
Arizona
$283K -$3.38K -35 -1%
GL
14
Graypoint LLC
New York
$278K
UBS Group
15
UBS Group
Switzerland
$206K -$124K -1,279 -38%
EVM
16
Eaton Vance Management
Massachusetts
$119K
APA
17
American Portfolios Advisors
New York
$70.9K
AAP
18
Arax Advisory Partners
Colorado
$70K +$69K +714 New
SPIA
19
Steward Partners Investment Advisory
New York
$58K
PA
20
Parallel Advisors
California
$43K -$97 -1 -0.2%
Morgan Stanley
21
Morgan Stanley
New York
$28K -$40.4K -418 -60%
TFS
22
TrustCore Financial Services
Tennessee
$27K -$106K -1,095 -80%
PFBT
23
Parkside Financial Bank & Trust
Missouri
$21K
GI
24
Gradient Investments
Minnesota
$20K
ME
25
McIlrath & Eck
Washington
$6K

VFMV Hedge Fund Activity: Q2 2021 in Review

27 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2021, worth a combined $15.6M — down 19% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VFMV and 2 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 5 added.

The largest buyer was Avantax Advisory Services, adding an estimated $906K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.91M.

  • 27 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2021, down from 30 in Q1 2021.
  • Funds reported $15.6M of Vanguard US Minimum Volatility ETF stock for Q2 2021, down 19% quarter-over-quarter.
  • 2 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2021 and 5 closed out, a net change of -3 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q2 2021 was Avantax Advisory Services, an estimated $906K added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q2 2021 was Commonwealth Equity Services, an estimated $1.91M sold.

Based on aggregated 13F filings for Q2 2021.