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Vanguard U.S. Minimum Volatility ETF (VFMV) Institutional Ownership

$122.02 +0.83 (+0.68%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard U.S. Minimum Volatility ETF (BATS:VFMV)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$20.69M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$7.15M
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VFMV Institutional Buying and Selling by Quarter

Vanguard U.S. Minimum Volatility ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Glass Jacobson Investment Advisors llc1,649$200K0.1%+12.3%0.171%
11/15/2024 Orion Portfolio Solutions LLC3,188$388K0.0%N/A0.330%
11/15/2024 National Bank of Canada FI415$50K0.0%+66.0%0.043%
11/15/2024 Jane Street Group LLC1,889$230K0.0%N/A0.196%
11/13/2024 D.A. Davidson & CO.3,590$437K0.0%-4.6%0.372%
11/7/2024 Pathstone Holdings LLC12,390$1.51M0.0%-8.3%1.284%
11/6/2024 Signature Estate & Investment Advisors LLC1,952$237K0.0%N/A0.202%
10/21/2024 Foundations Investment Advisors LLC94,550$11.50M0.2%+67.1%9.798%
10/9/2024 UMB Bank n.a.35,764$4.35M0.1%+3.1%3.706%
10/8/2024 Anderson Hoagland & Co.184,593$22.38M2.3%-0.8%19.129%
8/16/2024 NewEdge Advisors LLC55,490$6.31M0.0%N/A5.750%
8/14/2024 EverSource Wealth Advisors LLC284$34K0.0%N/A0.029%
8/12/2024 Glass Jacobson Investment Advisors llc1,468$167K0.1%+119.8%0.152%
8/5/2024 Parkside Financial Bank & Trust2,220$252K0.0%+4.1%0.230%
8/2/2024 Foundations Investment Advisors LLC56,597$6.43M0.2%+5.3%5.865%
8/1/2024 Interchange Capital Partners LLC5,556$631K0.2%N/A0.576%
7/31/2024Commonwealth Equity Services LLC3,903$444K0.0%-2.7%0.404%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.1,901$216K0.1%-5.2%0.197%
7/10/2024 Compass Financial Group INC SD11,360$1.29M0.3%-1.9%1.177%
7/10/2024 Anderson Hoagland & Co.185,993$21.08M2.2%+4.9%19.274%
5/8/2024 Avantax Advisory Services Inc.11,250$1.26M0.0%-76.1%1.166%
4/26/2024 UMB Bank n.a.34,677$3.88M0.1%-1.5%3.593%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.2,006$224K0.1%-5.0%0.208%
4/12/2024 Anderson Hoagland & Co.177,224$19.29M2.2%+1.9%20.371%
4/10/2024 Compass Financial Group INC SD11,582$1.30M0.3%-5.1%1.331%
4/9/2024 Destiny Wealth Partners LLC75,931$8.50M1.5%-12.5%8.728%
2/12/2024 Parallel Advisors LLC3,700$387K0.0%-11.0%0.425%
2/9/2024 Keystone Financial Group7,253$759K0.1%+12.4%0.834%
2/8/2024 Foundations Investment Advisors LLC50,575$5.40M0.1%-11.5%5.813%
2/7/2024 Avantax Advisory Services Inc.47,145$4.93M0.0%+1.6%5.419%
2/6/2024 Spire Wealth Management1,058$112K0.0%-46.6%0.122%
1/25/2024 International Assets Investment Management LLC26,160$2.74M0.0%+10,364.0%3.007%
1/24/2024 International Assets Investment Management LLC26,160$2.74M0.0%+10,364.0%3.007%
1/23/2024 Leonard Rickey Investment Advisors P.L.L.C.2,111$221K0.1%-4.4%0.243%
1/23/2024 UMB Bank n.a.35,211$3.68M0.1%-0.5%4.047%
1/22/2024 Glass Jacobson Investment Advisors llc1,387$145K0.1%+706.4%0.159%
1/19/2024 Destiny Wealth Partners LLC86,762$9.04M1.7%+7.0%9.973%
1/17/2024 Anderson Hoagland & Co.173,919$18.16M2.2%-0.8%19.991%
1/8/2024 Compass Financial Group INC SD12,207$1.28M0.3%-23.4%1.403%
11/9/2023 UBS Group AG26,066$2.51M0.0%-2.8%2.996%
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11/8/2023Milestone Advisory Partners40,768$3.92M2.5%N/A4.686%
11/8/2023 Spire Wealth Management1,981$190K0.0%+15.5%0.228%
11/8/2023 Avantax Advisory Services Inc.46,419$4.46M0.0%+11.5%5.336%
11/6/2023 Keystone Financial Group6,453$621K0.1%+50.1%0.742%
10/31/2023 Sharkey Howes & Javer5,569$536K0.1%+14.8%0.640%
10/26/2023 Graypoint LLC2,285$220K0.0%N/A0.263%
10/24/2023 Cambridge Investment Research Advisors Inc.4,546$437K0.0%-12.5%0.523%
10/18/2023 UMB Bank n.a.35,371$3.40M0.1%-44.0%4.066%
10/17/2023 Leonard Rickey Investment Advisors P.L.L.C.2,208$212K0.1%N/A0.254%
10/12/2023IFP Advisors Inc809$78K0.0%-60.0%0.093%
10/10/2023 Destiny Wealth Partners LLC81,065$7.80M1.6%+8.3%9.318%
10/10/2023 Anderson Hoagland & Co.175,324$16.86M2.3%-0.7%20.152%
10/5/2023 Foundations Investment Advisors LLC57,178$5.50M0.2%+51.5%6.572%
8/9/2023 Spire Wealth Management1,715$171K0.0%+13.4%0.197%
8/8/2023 Brown Wealth Management LLC2,150$215K0.1%N/A0.247%
8/7/2023 Keystone Financial Group4,300$429K0.1%N/A0.494%
8/4/2023 Parallel Advisors LLC4,570$456K0.0%-13.7%0.525%
8/4/2023IFP Advisors Inc2,023$163K0.0%+15.4%0.233%
7/31/2023 LPL Financial LLC18,478$1.84M0.0%+98.8%2.149%
7/26/2023 Destiny Wealth Partners LLC74,825$7.60M1.5%-7.9%8.701%
7/25/2023 UMB Bank n.a.63,192$6.31M0.1%-8.1%7.348%
7/19/2023 Foundations Investment Advisors LLC37,739$3.77M0.1%+27.4%4.388%
7/14/2023 SeaCrest Wealth Management LLC4,309$430K0.1%-4.4%0.501%
7/14/2023 Sharkey Howes & Javer4,853$484K0.1%N/A0.564%
7/11/2023 Compass Financial Group INC SD16,691$1.67M0.5%-1.6%1.941%
7/7/2023 Anderson Hoagland & Co.176,549$17.62M2.3%+12.5%20.529%
5/12/2023 SeaCrest Wealth Management LLC4,509$444K0.1%+11.2%0.524%
5/12/2023 Tradition Wealth Management LLC500$49K0.0%N/A0.058%
5/9/2023 Spire Wealth Management1,512$149K0.0%+409.1%0.176%
5/4/2023 Parkside Financial Bank & Trust1,860$183K0.0%+21.1%0.216%
4/28/2023 Avantax Advisory Services Inc.39,694$3.91M0.0%+2.3%4.616%
4/26/2023 Destiny Wealth Partners LLC81,231$7.99M1.7%+9.0%9.445%
4/25/2023 Parallel Advisors LLC5,295$521K0.0%N/A0.616%
4/25/2023 Foundations Investment Advisors LLC29,611$2.91M0.1%N/A3.443%
4/19/2023 International Assets Investment Management LLC2,000$197K0.0%N/A0.233%
4/18/2023IFP Advisors Inc1,753$142K0.0%+1,031.0%0.204%
4/11/2023 UMB Bank n.a.68,741$6.76M0.1%-3.2%8.282%
4/6/2023 Anderson Hoagland & Co.156,884$15.43M2.2%-0.3%18.902%
2/13/2023Pathstone Family Office LLC16,804$1.65M0.0%N/A0.000%
2/8/2023St. James Investment Advisors LLC1,651$162K0.3%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.5,045$496K0.0%+55.1%0.000%
2/7/2023Commonwealth Equity Services LLC7,892$776K0.0%+56.8%0.000%
2/7/2023 Keystone Financial Group4,850$477K0.1%N/A0.000%
2/7/2023 Bleakley Financial Group LLC12,584$1.24M0.0%N/A0.000%
2/7/2023 LPL Financial LLC8,309$817K0.0%+159.6%0.000%
2/7/2023 Compass Financial Group INC SD16,976$1.67M0.6%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.9,224$907K0.0%-1.7%0.000%
2/3/2023 Spire Wealth Management297$29K0.0%N/A0.000%
1/27/2023 Destiny Wealth Partners LLC74,514$7.33M1.6%-7.9%0.000%
1/24/2023 National Bank of Canada FI250$25K0.0%N/A0.000%
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1/24/2023Autus Asset Management LLC5,695$560K0.1%+7.6%0.000%
1/23/2023 Market Street Wealth Management Advisors LLC3,232$318K0.1%-49.4%0.000%
1/20/2023 Anderson Hoagland & Co.157,393$15.48M2.3%+1.6%0.000%
1/10/2023 UMB Bank n.a.71,018$6.99M0.1%-17.9%0.000%
11/16/2022 SeaCrest Wealth Management LLC4,011$358K0.1%N/A0.000%
11/2/2022 Avantax Advisory Services Inc.38,595$3.44M0.1%+7.3%0.000%
11/1/2022 Parkside Financial Bank & Trust1,381$123K0.0%+104.0%0.000%
10/25/2022 Destiny Wealth Partners LLC80,909$7.21M1.6%-1.5%0.000%
10/24/2022 Market Street Wealth Management Advisors LLC6,392$570K0.2%+12.0%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.3,252$290K0.0%-69.8%0.000%
(Data available from 1/1/2016 forward)

VFMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFMV shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Vanguard U.S. Minimum Volatility ETF. The most heavily invested institutionals were Anderson Hoagland & Co. ($22.38M), Foundations Investment Advisors LLC ($11.50M), Destiny Wealth Partners LLC ($8.50M), NewEdge Advisors LLC ($6.31M), UMB Bank n.a. ($4.35M), Milestone Advisory Partners ($3.92M), and International Assets Investment Management LLC ($2.74M).Learn more on VFMV's institutional investors.

Which institutional investors have been buying Vanguard U.S. Minimum Volatility ETF stock?

Of the 34 institutional investors that purchased Vanguard U.S. Minimum Volatility ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Foundations Investment Advisors LLC ($98.00K), NewEdge Advisors LLC ($55.49K), International Assets Investment Management LLC ($53.82K), Milestone Advisory Partners ($40.77K), Anderson Hoagland & Co. ($34.23K), Destiny Wealth Partners LLC ($18.65K), and Compass Financial Group INC SD ($16.98K).

How much institutional buying is happening at Vanguard U.S. Minimum Volatility ETF?

Institutional investors have bought a total of 426,128 shares in the last 24 months. This purchase volume represents approximately $44.43M in transactions.

Which Vanguard U.S. Minimum Volatility ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Vanguard U.S. Minimum Volatility ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UMB Bank n.a. ($51.85K), Avantax Advisory Services Inc. ($35.90K), Destiny Wealth Partners LLC ($23.63K), Foundations Investment Advisors LLC ($6.60K), Compass Financial Group INC SD ($4.85K), Anderson Hoagland & Co. ($4.54K), and Market Street Wealth Management Advisors LLC ($3.16K).

How much institutional selling is happening at Vanguard U.S. Minimum Volatility ETF?

Institutional investors have sold a total of 137,320 shares in the last 24 months. This volume of shares sold represents approximately $14.26M in transactions.



This page (BATS:VFMV) was last updated on 12/22/2024 by MarketBeat.com Staff
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