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Vanguard US Minimum Volatility ETF

29 hedge funds and large institutions have $30.6M invested in Vanguard US Minimum Volatility ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more capital invested

Capital invested by funds: $25.4M → $30.6M (+$5.16M)

10.86% more ownership

Funds ownership: 52.02%62.88% (+11%)

7% more funds holding

Funds holding: 2729 (+2)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$12.4M +$200K +1,970 +2%
UB
2
UMB Bank
Missouri
$7.49M +$570K +5,626 +8%
AAS
3
Avantax Advisory Services
Texas
$3.53M +$2.34M +23,127 +211%
PAG
4
Private Advisor Group
New Jersey
$2.74M +$2.69M +26,531 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$921K -$48.1K -475 -5%
AAM
6
Autus Asset Management
Arizona
$546K +$225K +2,215 +72%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$494K +$2.53K +25 +0.5%
Jane Street
8
Jane Street
New York
$455K +$147K +1,448 +49%
DADC
9
D.A. Davidson & Co
Montana
$386K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$336K -$15.6K -154 -5%
Osaic Holdings
11
Osaic Holdings
Arizona
$307K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$302K +$20K +197 +7%
Citadel Advisors
13
Citadel Advisors
Florida
$298K +$293K +2,886 New
APA
14
American Portfolios Advisors
New York
$75.8K +$304 +3 +0.4%
AAP
15
Arax Advisory Partners
Colorado
$75K +$203 +2 +0.3%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$48K +$46.8K +462 New
Morgan Stanley
17
Morgan Stanley
New York
$29K
TFS
18
TrustCore Financial Services
Tennessee
$28K
PFBT
19
Parkside Financial Bank & Trust
Missouri
$22K
GI
20
Gradient Investments
Minnesota
$21K
UBS Group
21
UBS Group
Switzerland
$21K +$8.72K +86 +72%
DWP
22
Destiny Wealth Partners
Florida
$20K
CSB
23
City State Bank
Iowa
$10K +$10.1K +100 New
PA
24
Parallel Advisors
California
$8K -$36.3K -358 -82%
ME
25
McIlrath & Eck
Washington
$7K

VFMV Hedge Fund Activity: Q1 2022 in Review

29 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q1 2022, worth a combined $30.6M — up 20% from $25.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new VFMV positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $2.69M. The largest seller was Graypoint LLC, exiting entirely with an estimated $909K sold.

  • 29 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q1 2022, up from 27 in Q4 2021.
  • Funds reported $30.6M of Vanguard US Minimum Volatility ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 6 funds opened new Vanguard US Minimum Volatility ETF positions in Q1 2022 and 4 closed out, a net change of +2 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q1 2022 was Private Advisor Group, an estimated $2.69M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q1 2022 was Graypoint LLC, an estimated $909K sold.

Based on aggregated 13F filings for Q1 2022.