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Vanguard US Minimum Volatility ETF

40 hedge funds and large institutions have $84.5M invested in Vanguard US Minimum Volatility ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $70M → $84.5M (+$14.5M)

5% more funds holding

Funds holding: 3840 (+2)

2.16% more ownership

Funds ownership: 52.34%54.5% (+2.2%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
18
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1
Anderson Hoagland & Co
Missouri
$22M -$650K -5,265 -3%
FIA
2
Foundations Investment Advisors
Arizona
$12.2M +$821K +6,649 +7%
NA
3
NewEdge Advisors
Louisiana
$8.25M +$5.18K +42 +0.1%
MWG
4
Martin Worley Group
Utah
$6.99M +$7.16M +57,993 New
UB
5
UMB Bank
Missouri
$4.3M -$6.54K -53 -0.1%
UBS Group
6
UBS Group
Switzerland
$3.48M +$215K +1,742 +6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$3.16M +$2.63M +21,334 +439%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.95M +$2.42M +19,621 +405%
TAM
9
Titleist Asset Management
Texas
$2.65M +$2.72M +22,020 New
LPL Financial
10
LPL Financial
California
$2.47M -$2.24M -18,135 -47%
AAS
11
Avantax Advisory Services
Texas
$1.63M +$143K +1,158 +9%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$1.49M
CFGSD
13
Compass Financial Group (South Dakota)
South Dakota
$1.31M -$36.2K -293 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.08M +$988 +8 +0.1%
KFGK
15
Keystone Financial Group (Kentucky)
Kentucky
$1.08M -$6.79K -55 -0.6%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.02M +$649K +5,260 +165%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.02M +$649K +5,260 +165%
GJIA
18
Glass Jacobson Investment Advisors
Maryland
$998K +$819K +6,635 +402%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$761K +$76.3K +618 +11%
ICP
20
Interchange Capital Partners
Pennsylvania
$670K
IAA
21
Independence Asset Advisors
Pennsylvania
$654K +$670K +5,425 New
SMC
22
Smith, Moore & Co
Missouri
$606K +$621K +5,029 New
CJ
23
Caitlin John
Michigan
$558K -$40K -324 -7%
DADC
24
D.A. Davidson & Co
Montana
$433K
Jane Street
25
Jane Street
New York
$401K +$178K +1,441 +76%

VFMV Hedge Fund Activity: Q4 2024 in Review

40 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Minimum Volatility ETF (VFMV) for Q4 2024, worth a combined $84.5M — up 21% from $70M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new VFMV positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Titleist Asset Management, opening a new position worth an estimated $2.72M. The largest seller was LPL Financial, cutting an estimated $2.24M.

  • 40 institutional investors held Vanguard US Minimum Volatility ETF (VFMV) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $84.5M of Vanguard US Minimum Volatility ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 7 funds opened new Vanguard US Minimum Volatility ETF positions in Q4 2024 and 5 closed out, a net change of +2 holders.
  • The largest Vanguard US Minimum Volatility ETF buyer in Q4 2024 was Titleist Asset Management, an estimated $2.72M added.
  • The largest Vanguard US Minimum Volatility ETF seller in Q4 2024 was LPL Financial, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2024.