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Vanguard US Minimum Volatility ETF

38 hedge funds and large institutions have $70M invested in Vanguard US Minimum Volatility ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

30% more capital invested

Capital invested by funds: $53.9M → $70M (+$16M)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

15% more funds holding

Funds holding: 3338 (+5)

1.25% more ownership

Funds ownership: 51.09%52.34% (+1.2%)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$22.4M -$165K -1,400 -0.8%
FIA
2
Foundations Investment Advisors
Arizona
$11.5M +$4.48M +37,953 +67%
NA
3
NewEdge Advisors
Louisiana
$8.32M +$1.52M +12,887 +23%
LPL Financial
4
LPL Financial
California
$4.7M +$2.64M +22,402 +138%
UB
5
UMB Bank
Missouri
$4.35M +$128K +1,087 +3%
UBS Group
6
UBS Group
Switzerland
$3.3M -$13.6K -115 -0.4%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$1.51M -$132K -1,121 -8%
AAS
8
Avantax Advisory Services
Texas
$1.5M +$79.8K +676 +6%
CFGSD
9
Compass Financial Group (South Dakota)
South Dakota
$1.36M -$22.9K -194 -2%
Allianz Asset Management
10
Allianz Asset Management
Germany
$1.17M +$1.13M +9,608 New
KFGK
11
Keystone Financial Group (Kentucky)
Kentucky
$1.09M +$1.06M +8,989 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.09M +$80.5K +682 +8%
OMC
13
Old Mission Capital
Illinois
$1.07M +$642K +5,440 +161%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$693K -$328K -2,781 -33%
ICP
15
Interchange Capital Partners
Pennsylvania
$676K
CJ
16
Caitlin John
Michigan
$622K +$19.7K +167 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$591K -$15.1K -128 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$590K +$112K +946 +24%
DADC
19
D.A. Davidson & Co
Montana
$437K -$20.7K -175 -5%
BCI
20
Brinker Capital Investments
Pennsylvania
$388K +$376K +3,188 New
OPS
21
Orion Portfolio Solutions
Nebraska
$388K +$376K +3,188 New
PFBT
22
Parkside Financial Bank & Trust
Missouri
$270K
FPAS
23
Focus Partners Advisor Solutions
Missouri
$270K
SEIA
24
Signature Estate & Investment Advisors
California
$237K +$230K +1,952 New
Jane Street
25
Jane Street
New York
$230K +$223K +1,889 New

VFMV Hedge Fund Activity: Q3 2024 in Review

38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q3 2024, worth a combined $70M — up 30% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VFMV positions and 5 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $4.48M. The largest seller was Envestnet Asset Management, cutting an estimated $328K.

  • 38 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $70M of Vanguard US Minimum Volatility ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 10 funds opened new Vanguard US Minimum Volatility ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q3 2024 was Foundations Investment Advisors, an estimated $4.48M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $328K sold.

Based on aggregated 13F filings for Q3 2024.