Vanguard US Minimum Volatility ETF
VFMV
39 hedge funds and large institutions have $56M invested in Vanguard US Minimum Volatility ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 0 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
18% more funds holding
Funds holding: 33 → 39 (+6)
4% more capital invested
Capital invested by funds: $53.9M → $56M (+$2.1M)
1.36% less ownership
Funds ownership: 62.61% → 61.25% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$4.06M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.93M |
| 3 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$621K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$475K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$2.77M |
| 2 |
LPL Financial
San Diego,
California
|
-$853K |
| 3 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
-$122K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$121K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$75.2K |
VFMV Hedge Fund Activity: Q3 2023 in Review
39 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q3 2023, worth a combined $56M — up 3.9% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VFMV positions and 0 closed out — a net gain of 6 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Milestone Advisory Partners, opening a new position worth an estimated $4.06M. The largest seller was UMB Bank, cutting an estimated $2.77M.
- 39 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $56M of Vanguard US Minimum Volatility ETF stock for Q3 2023, up 3.9% quarter-over-quarter.
- 6 funds opened new Vanguard US Minimum Volatility ETF positions in Q3 2023 and 0 closed out, a net change of +6 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q3 2023 was Milestone Advisory Partners, an estimated $4.06M added.
- The largest Vanguard US Minimum Volatility ETF seller in Q3 2023 was UMB Bank, an estimated $2.77M sold.
Based on aggregated 13F filings for Q3 2023.