We are live on ! Find out more
VFMV icon

Vanguard US Minimum Volatility ETF

33 hedge funds and large institutions have $53.9M invested in Vanguard US Minimum Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

0.62% less ownership

Funds ownership: 51.71%51.09% (-0.62%)

3% less capital invested

Capital invested by funds: $55.6M → $53.9M (-$1.65M)

6% less funds holding

Funds holding: 3533 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$21.1M +$975K +8,769 +5%
FIA
2
Foundations Investment Advisors
Arizona
$6.43M +$319K +2,868 +5%
NA
3
NewEdge Advisors
Louisiana
$6.31M +$6.17M +55,490 New
UB
4
UMB Bank
Missouri
$3.94M
UBS Group
5
UBS Group
Switzerland
$3.1M +$78.7K +708 +3%
LPL Financial
6
LPL Financial
California
$1.84M +$411K +3,700 +30%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$1.54M -$27.2K -245 -2%
AAS
8
Avantax Advisory Services
Texas
$1.33M +$47.4K +426 +4%
CFGSD
9
Compass Financial Group (South Dakota)
South Dakota
$1.29M -$24.7K -222 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$964K +$59.7K +537 +7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$943K -$4.22K -38 -0.5%
ICP
12
Interchange Capital Partners
Pennsylvania
$631K +$618K +5,556 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$567K -$889 -8 -0.2%
CJ
14
Caitlin John
Michigan
$544K +$67.1K +604 +14%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$444K -$12K -108 -3%
DADC
16
D.A. Davidson & Co
Montana
$428K
OMC
17
Old Mission Capital
Illinois
$385K +$377K +3,387 New
Citadel Advisors
18
Citadel Advisors
Florida
$298K +$17K +153 +6%
LWL
19
Leo Wealth LLC
Texas
$274K +$269K +2,418 New
PFBT
20
Parkside Financial Bank & Trust
Missouri
$252K +$9.78K +88 +4%
FPAS
21
Focus Partners Advisor Solutions
Missouri
$252K
LRIA
22
Leonard Rickey Investment Advisors
Washington
$216K -$11.7K -105 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$203K -$32.2K -290 -14%
Osaic Holdings
24
Osaic Holdings
Arizona
$187K -$19.8K -178 -10%
GJIA
25
Glass Jacobson Investment Advisors
Maryland
$167K +$88.9K +800 +120%

VFMV Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q2 2024, worth a combined $53.9M — down 3% from $55.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of VFMV and 7 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $6.17M. The largest seller was Destiny Wealth Partners, exiting entirely with an estimated $8.5M sold.

  • 33 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q2 2024, down from 35 in Q1 2024.
  • Funds reported $53.9M of Vanguard US Minimum Volatility ETF stock for Q2 2024, down 3% quarter-over-quarter.
  • 7 funds opened new Vanguard US Minimum Volatility ETF positions in Q2 2024 and 9 closed out, a net change of -2 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q2 2024 was NewEdge Advisors, an estimated $6.17M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q2 2024 was Destiny Wealth Partners, an estimated $8.5M sold.

Based on aggregated 13F filings for Q2 2024.