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Vanguard US Minimum Volatility ETF

25 hedge funds and large institutions have $37M invested in Vanguard US Minimum Volatility ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

5.57% more ownership

Funds ownership: 82.82%88.39% (+5.6%)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less capital invested

Capital invested by funds: $37.7M → $37M (-$625K)

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$13.8M +$3.33M +33,994 +28%
UB
2
UMB Bank
Missouri
$7.71M +$1.35M +13,779 +19%
DWP
3
Destiny Wealth Partners
Florida
$7.21M -$118K -1,204 -1%
AAS
4
Avantax Advisory Services
Texas
$3.44M +$258K +2,632 +7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$836K +$28.1K +287 +3%
MSWMA
6
Market Street Wealth Management Advisors
Indiana
$570K +$66.9K +684 +12%
AAM
7
Autus Asset Management
Arizona
$472K +$106K +1,080 +26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$448K +$11.4K +117 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$400K +$157K +1,605 +56%
SWM
10
SeaCrest Wealth Management
New York
$358K +$393K +4,011 New
DADC
11
D.A. Davidson & Co
Montana
$333K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$290K -$734K -7,501 -70%
LPL Financial
13
LPL Financial
California
$285K +$52.4K +535 +20%
Osaic Holdings
14
Osaic Holdings
Arizona
$265K
IAMOG
15
Investors Asset Management of Georgia
Georgia
$132K
UBS Group
16
UBS Group
Switzerland
$126K +$139K +1,416 New
PFBT
17
Parkside Financial Bank & Trust
Missouri
$123K +$68.9K +704 +104%
APA
18
American Portfolios Advisors
New York
$66K +$685 +7 +1%
AAP
19
Arax Advisory Partners
Colorado
$65K +$685 +7 +1%
TFS
20
TrustCore Financial Services
Tennessee
$24K
Morgan Stanley
21
Morgan Stanley
New York
$23K -$5.97K -61 -19%
GI
22
Gradient Investments
Minnesota
$18K
CSB
23
City State Bank
Iowa
$9K
ME
24
McIlrath & Eck
Washington
$6K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$10 +$9.79K +100 New

VFMV Hedge Fund Activity: Q3 2022 in Review

25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q3 2022, worth a combined $37M — down 1.7% from $37.7M a quarter earlier.

Fund positioning in VFMV was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 3 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $3.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.19M sold.

  • 25 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $37M of Vanguard US Minimum Volatility ETF stock for Q3 2022, down 1.7% quarter-over-quarter.
  • 3 funds opened new Vanguard US Minimum Volatility ETF positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q3 2022 was Anderson Hoagland & Co, an estimated $3.33M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q3 2022 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2022.