Vanguard US Minimum Volatility ETF
VFMV
35 hedge funds and large institutions have $55.6M invested in Vanguard US Minimum Volatility ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.
1% more capital invested
Capital invested by funds: $55.3M → $55.6M (+$289K)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
3.3% less ownership
Funds ownership: 55.02% → 51.71% (-3.3%)
10% less funds holding
Funds holding: 39 → 35 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$609K |
| 2 |
AHC
Anderson Hoagland & Co
St Louis,
Missouri
|
+$356K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$340K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$303K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$3.86M |
| 2 |
DWP
Destiny Wealth Partners
Tavares,
Florida
|
-$1.17M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$112K |
| 4 |
GJIA
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
-$77.4K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$68.9K |
VFMV Hedge Fund Activity: Q1 2024 in Review
35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q1 2024, worth a combined $55.6M — up 0.52% from $55.3M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of VFMV and 2 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 13 added.
The largest buyer was LPL Financial, adding an estimated $609K. The largest seller was Avantax Advisory Services, cutting an estimated $3.86M.
- 35 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q1 2024, down from 39 in Q4 2023.
- Funds reported $55.6M of Vanguard US Minimum Volatility ETF stock for Q1 2024, up 0.52% quarter-over-quarter.
- 2 funds opened new Vanguard US Minimum Volatility ETF positions in Q1 2024 and 5 closed out, a net change of -3 holders.
- The largest Vanguard US Minimum Volatility ETF buyer in Q1 2024 was LPL Financial, an estimated $609K added.
- The largest Vanguard US Minimum Volatility ETF seller in Q1 2024 was Avantax Advisory Services, an estimated $3.86M sold.
Based on aggregated 13F filings for Q1 2024.