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Vanguard US Minimum Volatility ETF

27 hedge funds and large institutions have $25.4M invested in Vanguard US Minimum Volatility ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more capital invested

Capital invested by funds: $15.9M → $25.4M (+$9.49M)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

17.1% more ownership

Funds ownership: 34.92%52.02% (+17%)

4% more funds holding

Funds holding: 2627 (+1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$11.9M +$2.96M +28,893 +33%
UB
2
UMB Bank
Missouri
$7.12M +$6.84M +66,803 New
AAS
3
Avantax Advisory Services
Texas
$1.17M -$64.5K -630 -5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$999K -$22.2K -217 -2%
GL
5
Graypoint LLC
New York
$909K +$583K +5,700 +202%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$506K +$512 +5 +0.1%
DADC
7
D.A. Davidson & Co
Montana
$398K -$15.4K -150 -4%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$363K -$15.9K -155 -4%
AAM
9
Autus Asset Management
Arizona
$327K +$26.1K +255 +9%
PFS
10
Prospera Financial Services
Texas
$317K
Osaic Holdings
11
Osaic Holdings
Arizona
$316K -$22K -215 -7%
Jane Street
12
Jane Street
New York
$315K -$905K -8,837 -75%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$290K -$107K -1,045 -28%
EVM
14
Eaton Vance Management
Massachusetts
$129K
APA
15
American Portfolios Advisors
New York
$77.8K +$307 +3 +0.4%
AAP
16
Arax Advisory Partners
Colorado
$77K +$307 +3 +0.4%
PA
17
Parallel Advisors
California
$47K +$102 +1 +0.2%
Morgan Stanley
18
Morgan Stanley
New York
$30K
TFS
19
TrustCore Financial Services
Tennessee
$29K
PFBT
20
Parkside Financial Bank & Trust
Missouri
$23K
GI
21
Gradient Investments
Minnesota
$21K
DWP
22
Destiny Wealth Partners
Florida
$20K +$19.7K +192 New
UBS Group
23
UBS Group
Switzerland
$13K -$61K -596 -83%
ME
24
McIlrath & Eck
Washington
$7K
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$6.18K

VFMV Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q4 2021, worth a combined $25.4M — up 60% from $15.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VFMV positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.

The largest buyer was UMB Bank, opening a new position worth an estimated $6.84M. The largest seller was Jane Street, cutting an estimated $905K.

  • 27 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q4 2021, up from 26 in Q3 2021.
  • Funds reported $25.4M of Vanguard US Minimum Volatility ETF stock for Q4 2021, up 60% quarter-over-quarter.
  • 3 funds opened new Vanguard US Minimum Volatility ETF positions in Q4 2021 and 2 closed out, a net change of +1 holder.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q4 2021 was UMB Bank, an estimated $6.84M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q4 2021 was Jane Street, an estimated $905K sold.

Based on aggregated 13F filings for Q4 2021.