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Vanguard US Minimum Volatility ETF

33 hedge funds and large institutions have $53.9M invested in Vanguard US Minimum Volatility ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 3133 (+2)

6% more capital invested

Capital invested by funds: $51M → $53.9M (+$2.91M)

0.78% less ownership

Funds ownership: 63.39%62.61% (-0.78%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$17.6M +$1.94M +19,665 +13%
DWP
2
Destiny Wealth Partners
Florida
$7.6M -$631K -6,406 -8%
UB
3
UMB Bank
Missouri
$6.31M -$546K -5,549 -8%
AAS
4
Avantax Advisory Services
Texas
$4.16M +$192K +1,950 +5%
FIA
5
Foundations Investment Advisors
Arizona
$3.77M +$800K +8,128 +27%
UBS Group
6
UBS Group
Switzerland
$2.68M -$11.7K -119 -0.4%
LPL Financial
7
LPL Financial
California
$1.84M +$904K +9,185 +99%
CFGSD
8
Compass Financial Group (South Dakota)
South Dakota
$1.67M -$26.8K -272 -2%
PFO
9
Pathstone Family Office
New Jersey
$1.45M -$227K -2,304 -14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$949K -$18K -183 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$892K +$165K +1,679 +23%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$519K +$7.88K +80 +2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$511K -$276K -2,799 -35%
SHJ
14
Sharkey, Howes & Javer
Colorado
$484K +$478K +4,853 New
PA
15
Parallel Advisors
California
$456K -$71.4K -725 -14%
SWM
16
SeaCrest Wealth Management
New York
$430K -$19.7K -200 -4%
KFGK
17
Keystone Financial Group (Kentucky)
Kentucky
$429K +$423K +4,300 New
DADC
18
D.A. Davidson & Co
Montana
$373K
Jane Street
19
Jane Street
New York
$271K -$1.99M -20,200 -88%
Osaic Holdings
20
Osaic Holdings
Arizona
$263K -$142K -1,439 -35%
BWM
21
Brown Wealth Management
Illinois
$215K +$212K +2,150 New
TC
22
TownSquare Capital
Utah
$215K +$212K +2,150 New
PFBT
23
Parkside Financial Bank & Trust
Missouri
$213K +$26.8K +272 +15%
IA
24
IFP Advisors
Florida
$202K +$26.6K +270 +15%
SWM
25
Spire Wealth Management
Virginia
$171K +$20K +203 +13%

VFMV Hedge Fund Activity: Q2 2023 in Review

33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2023, worth a combined $53.9M — up 5.7% from $51M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VFMV positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Anderson Hoagland & Co, adding an estimated $1.94M. The largest seller was Jane Street, cutting an estimated $1.99M.

  • 33 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2023, up from 31 in Q1 2023.
  • Funds reported $53.9M of Vanguard US Minimum Volatility ETF stock for Q2 2023, up 5.7% quarter-over-quarter.
  • 5 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q2 2023 was Anderson Hoagland & Co, an estimated $1.94M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q2 2023 was Jane Street, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2023.