Vanguard US Minimum Volatility ETF
VFMV
39 hedge funds and large institutions have $55.3M invested in Vanguard US Minimum Volatility ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
0% more funds holding
Funds holding: 39 → 39 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $56M → $55.3M (-$660K)
6.23% less ownership
Funds ownership: 61.25% → 55.02% (-6.2%)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
+$568K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$392K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$392K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$281K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$659K |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$536K |
| 3 |
Jane Street
New York
|
-$489K |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$416K |
| 5 |
CFGSD
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
-$372K |
VFMV Hedge Fund Activity: Q4 2023 in Review
39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q4 2023, worth a combined $55.3M — down 1.2% from $56M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VFMV positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Destiny Wealth Partners, adding an estimated $568K. The largest seller was Foundations Investment Advisors, cutting an estimated $659K.
- 39 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $55.3M of Vanguard US Minimum Volatility ETF stock for Q4 2023, down 1.2% quarter-over-quarter.
- 7 funds opened new Vanguard US Minimum Volatility ETF positions in Q4 2023 and 5 closed out, a net change of +2 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q4 2023 was Destiny Wealth Partners, an estimated $568K added.
- The largest Vanguard US Minimum Volatility ETF seller in Q4 2023 was Foundations Investment Advisors, an estimated $659K sold.
Based on aggregated 13F filings for Q4 2023.