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Vanguard US Minimum Volatility ETF

25 hedge funds and large institutions have $37.7M invested in Vanguard US Minimum Volatility ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

23% more capital invested

Capital invested by funds: $30.6M → $37.7M (+$7.1M)

19.94% more ownership

Funds ownership: 62.88%82.82% (+20%)

14% less funds holding

Funds holding: 2925 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% 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
11
Reduced
3
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$11.8M +$121K +1,212 +1%
DWP
2
Destiny Wealth Partners
Florida
$7.91M +$8.15M +81,921 +42,667%
UB
3
UMB Bank
Missouri
$7.01M +$31.7K +318 +0.4%
AAS
4
Avantax Advisory Services
Texas
$3.46M +$187K +1,882 +6%
Citadel Advisors
5
Citadel Advisors
Florida
$1.19M +$945K +9,494 +329%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.04M +$747K +7,504 +231%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$876K +$18.9K +190 +2%
Jane Street
8
Jane Street
New York
$713K +$299K +3,003 +68%
PAG
9
Private Advisor Group
New Jersey
$601K -$2.02M -20,287 -76%
MSWMA
10
Market Street Wealth Management Advisors
Indiana
$550K +$568K +5,708 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$473K +$13.4K +135 +3%
AAM
12
Autus Asset Management
Arizona
$406K -$107K -1,070 -20%
DADC
13
D.A. Davidson & Co
Montana
$360K
Osaic Holdings
14
Osaic Holdings
Arizona
$286K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$277K -$3.29K -33 -1%
LPL Financial
16
LPL Financial
California
$257K +$265K +2,666 New
IAMOG
17
Investors Asset Management of Georgia
Georgia
$142K +$147K +1,475 New
APA
18
American Portfolios Advisors
New York
$70.6K
AAP
19
Arax Advisory Partners
Colorado
$70K
PFBT
20
Parkside Financial Bank & Trust
Missouri
$65K +$46K +462 +215%
Morgan Stanley
21
Morgan Stanley
New York
$31K +$4.08K +41 +15%
TFS
22
TrustCore Financial Services
Tennessee
$26K
GI
23
Gradient Investments
Minnesota
$19K
CSB
24
City State Bank
Iowa
$10K
ME
25
McIlrath & Eck
Washington
$6K

VFMV Hedge Fund Activity: Q2 2022 in Review

25 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2022, worth a combined $37.7M — up 23% from $30.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of VFMV and 3 opened new positions — a net loss of 4 holders — while 3 trimmed existing stakes and 11 added.

The largest buyer was Destiny Wealth Partners, adding an estimated $8.15M. The largest seller was Private Advisor Group, cutting an estimated $2.02M.

  • 25 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2022, down from 29 in Q1 2022.
  • Funds reported $37.7M of Vanguard US Minimum Volatility ETF stock for Q2 2022, up 23% quarter-over-quarter.
  • 3 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2022 and 7 closed out, a net change of -4 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q2 2022 was Destiny Wealth Partners, an estimated $8.15M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q2 2022 was Private Advisor Group, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2022.