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

$129.42 +8.68 (+7.19%)
As of 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Vanguard U.S. Minimum Volatility ETF (BATS:VFMV)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$73.99M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.05M
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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
5/16/2025Signature Estate & Investment Advisors LLC3,194$405K0.0%+18.3%0.153%
5/16/2025NewEdge Advisors LLC69,505$8.81M0.1%+1.6%3.326%
5/15/2025Focus Partners Advisor Solutions LLC1,975$250K0.0%N/A0.094%
5/15/2025Royal Bank of Canada8,811$1.12M0.0%-1.9%0.422%
5/15/2025Titleist Asset Management LLC32,014$4.06M0.5%+45.4%1.532%
5/14/2025Northwestern Mutual Wealth Management Co.1,506$191K0.0%N/A0.072%
5/14/2025Caitlin John LLC3,690$468K0.5%-20.3%0.177%
5/13/2025Compass Financial Group INC SD9,969$1.26M0.2%-8.3%0.477%
5/9/2025Atria Wealth Solutions Inc.13,103$1.66M0.0%N/A0.682%
5/7/2025Foundations Investment Advisors LLC133,637$16.94M0.3%+32.1%6.960%
5/7/2025LPL Financial LLC33,365$4.23M0.0%+62.8%1.738%
5/6/2025Cetera Investment Advisers3,606$457K0.0%N/A0.188%
5/6/2025Avantax Advisory Services Inc.13,359$1.69M0.0%-1.1%0.696%
5/6/2025Advisor OS LLC4,187$531K0.1%N/A0.218%
5/2/2025Apollon Financial LLC1,865$236K0.1%N/A0.097%
4/30/2025MJP Associates Inc. ADV4,187$531K0.1%N/A0.218%
4/29/2025Envestnet Asset Management Inc.4,993$633K0.0%-21.0%0.260%
4/28/2025Physician Wealth Advisors Inc.270$34K0.0%N/A0.014%
4/23/2025Independence Asset Advisors LLC20,815$2.64M8.6%+283.7%1.084%
4/22/2025Flagship Harbor Advisors LLC2,948$374K0.0%+13.9%0.154%
4/22/2025Cambridge Investment Research Advisors Inc.28,497$3.61M0.0%+8.8%1.484%
4/21/2025L.M. Kohn & Company3,906$495K0.1%N/A0.203%
4/21/2025Martin Worley Group65,624$8.32M4.7%+13.2%3.418%
4/21/2025Envestnet Portfolio Solutions Inc.12,816$1.62M0.0%N/A0.668%
4/14/2025Tanglewood Wealth Management Inc.201,853$25.58M2.9%N/A10.568%
4/14/2025UMB Bank n.a.34,312$4.35M0.1%-3.9%1.796%
4/9/2025Anderson Hoagland & Co.178,112$22.57M2.8%-0.7%9.325%
4/8/2025Parallel Advisors LLC3,465$439K0.0%+148.4%0.181%
2/14/2025Jane Street Group LLC3,330$401K0.0%+76.3%0.345%
2/14/2025Tower Research Capital LLC TRC278$34K0.0%N/A0.029%
2/13/2025Keystone Financial Group8,934$1.08M0.1%N/A0.926%
2/13/2025Glass Jacobson Investment Advisors llc8,284$998K0.3%+402.4%0.858%
2/13/2025Bank of Montreal Can1,438$173K0.0%+141.3%0.149%
2/13/2025Titleist Asset Management LLC22,020$2.65M0.3%N/A2.282%
2/13/2025Envestnet Asset Management Inc.6,317$761K0.0%+10.8%0.655%
2/13/2025Smith Moore & CO.5,029$606K0.1%N/A0.521%
2/12/2025Martin Worley Group57,993$6.99M4.4%N/A6.010%
2/12/2025Orion Portfolio Solutions LLC8,448$1.02M0.0%+165.0%0.875%
2/11/2025Signature Estate & Investment Advisors LLC2,700$325K0.0%+38.3%0.280%
2/11/2025LPL Financial LLC20,491$2.47M0.0%-47.0%2.123%
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2/10/2025Commonwealth Equity Services LLC24,470$2.95M0.0%+404.6%2.536%
2/10/2025Avantax Advisory Services Inc.13,510$1.63M0.0%+9.4%1.400%
2/5/2025Parkside Financial Bank & Trust3,134$378K0.0%+41.2%0.325%
1/31/2025J.W. Cole Advisors Inc.1,811$218K0.0%N/A0.188%
1/30/2025Compass Financial Group INC SD10,873$1.31M0.2%-2.6%1.127%
1/28/2025Independence Asset Advisors LLC5,425$654K3.0%N/A0.562%
1/27/2025Caitlin John LLC4,632$558K0.4%-6.5%0.480%
1/22/2025Foundations Investment Advisors LLC101,199$12.20M0.2%+7.0%10.487%
1/21/2025Anderson Hoagland & Co.179,328$22.01M2.3%-2.9%18.583%
1/21/2025Flagship Harbor Advisors LLC2,589$312K0.0%+43.2%0.268%
11/15/2024Glass Jacobson Investment Advisors llc1,649$200K0.1%+12.3%0.171%
11/15/2024Orion Portfolio Solutions LLC3,188$388K0.0%N/A0.330%
11/15/2024National Bank of Canada FI415$50K0.0%+66.0%0.043%
11/15/2024Jane Street Group LLC1,889$230K0.0%N/A0.196%
11/13/2024D.A. Davidson & CO.3,590$437K0.0%-4.6%0.372%
11/7/2024Pathstone Holdings LLC12,390$1.51M0.0%-8.3%1.284%
11/6/2024Signature Estate & Investment Advisors LLC1,952$237K0.0%N/A0.202%
10/21/2024Foundations Investment Advisors LLC94,550$11.50M0.2%+67.1%9.798%
10/9/2024UMB Bank n.a.35,764$4.35M0.1%+3.1%3.706%
10/8/2024Anderson Hoagland & Co.184,593$22.38M2.3%-0.8%19.129%
8/16/2024NewEdge Advisors LLC55,490$6.31M0.0%N/A5.750%
8/14/2024EverSource Wealth Advisors LLC284$34K0.0%N/A0.029%
8/12/2024Glass Jacobson Investment Advisors llc1,468$167K0.1%+119.8%0.152%
8/5/2024Parkside Financial Bank & Trust2,220$252K0.0%+4.1%0.230%
8/2/2024Foundations Investment Advisors LLC56,597$6.43M0.2%+5.3%5.865%
8/1/2024Interchange Capital Partners LLC5,556$631K0.2%N/A0.576%
7/31/2024Commonwealth Equity Services LLC3,903$444K0.0%-2.7%0.404%
7/24/2024Leonard Rickey Investment Advisors P.L.L.C.1,901$216K0.1%-5.2%0.197%
7/10/2024Compass Financial Group INC SD11,360$1.29M0.3%-1.9%1.177%
7/10/2024Anderson Hoagland & Co.185,993$21.08M2.2%+4.9%19.274%
5/8/2024Avantax Advisory Services Inc.11,250$1.26M0.0%-76.1%1.166%
4/26/2024UMB Bank n.a.34,677$3.88M0.1%-1.5%3.593%
4/18/2024Leonard Rickey Investment Advisors P.L.L.C.2,006$224K0.1%-5.0%0.208%
4/12/2024Anderson Hoagland & Co.177,224$19.29M2.2%+1.9%20.371%
4/10/2024Compass Financial Group INC SD11,582$1.30M0.3%-5.1%1.331%
4/9/2024Destiny Wealth Partners LLC75,931$8.50M1.5%-12.5%8.728%
2/12/2024Parallel Advisors LLC3,700$387K0.0%-11.0%0.425%
2/9/2024Keystone Financial Group7,253$759K0.1%+12.4%0.834%
2/8/2024Foundations Investment Advisors LLC50,575$5.40M0.1%-11.5%5.813%
2/7/2024Avantax Advisory Services Inc.47,145$4.93M0.0%+1.6%5.419%
2/6/2024Spire Wealth Management1,058$112K0.0%-46.6%0.122%
1/25/2024International Assets Investment Management LLC26,160$2.74M0.0%+10,364.0%3.007%
1/24/2024International Assets Investment Management LLC26,160$2.74M0.0%+10,364.0%3.007%
1/23/2024Leonard Rickey Investment Advisors P.L.L.C.2,111$221K0.1%-4.4%0.243%
1/23/2024UMB Bank n.a.35,211$3.68M0.1%-0.5%4.047%
1/22/2024Glass Jacobson Investment Advisors llc1,387$145K0.1%+706.4%0.159%
1/19/2024Destiny Wealth Partners LLC86,762$9.04M1.7%+7.0%9.973%
1/17/2024Anderson Hoagland & Co.173,919$18.16M2.2%-0.8%19.991%
1/8/2024Compass Financial Group INC SD12,207$1.28M0.3%-23.4%1.403%
11/9/2023UBS 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%
11/8/2023Spire Wealth Management1,981$190K0.0%+15.5%0.228%
11/8/2023Avantax Advisory Services Inc.46,419$4.46M0.0%+11.5%5.336%
11/6/2023Keystone Financial Group6,453$621K0.1%+50.1%0.742%
10/31/2023Sharkey Howes & Javer5,569$536K0.1%+14.8%0.640%
10/26/2023Graypoint LLC2,285$220K0.0%N/A0.263%
10/24/2023Cambridge Investment Research Advisors Inc.4,546$437K0.0%-12.5%0.523%
10/18/2023UMB Bank n.a.35,371$3.40M0.1%-44.0%4.066%
10/17/2023Leonard 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%
(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, 54 institutional investors and hedge funds held shares of Vanguard U.S. Minimum Volatility ETF. The most heavily invested institutionals were Tanglewood Wealth Management Inc. ($25.58M), Anderson Hoagland & Co. ($22.57M), Foundations Investment Advisors LLC ($16.94M), NewEdge Advisors LLC ($8.81M), Destiny Wealth Partners LLC ($8.50M), Martin Worley Group ($8.32M), and UMB Bank n.a. ($4.35M).Learn more on Vanguard U.S. Minimum Volatility ETF's institutional investors.

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

Of the 47 institutional investors that purchased Vanguard U.S. Minimum Volatility ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Tanglewood Wealth Management Inc. ($201.85K), Foundations Investment Advisors LLC ($107.48K), Martin Worley Group ($65.62K), NewEdge Advisors LLC ($56.58K), International Assets Investment Management LLC ($51.82K), Milestone Advisory Partners ($40.77K), and Titleist Asset Management LLC ($32.01K).

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

Institutional investors have bought a total of 600,337 shares in the last 24 months. This purchase volume represents approximately $73.99M in transactions.

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

Of the 12 institutional investors that sold Vanguard U.S. Minimum Volatility ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($18.14K), Anderson Hoagland & Co. ($7.88K), Compass Financial Group INC SD ($1.42K), UMB Bank n.a. ($1.40K), Envestnet Asset Management Inc. ($1.32K), Caitlin John LLC ($1.27K), and Pathstone Holdings LLC ($1.12K).

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

Institutional investors have sold a total of 33,252 shares in the last 24 months. This volume of shares sold represents approximately $4.05M in transactions.



This page (BATS:VFMV) was last updated on 7/3/2025 by MarketBeat.com Staff
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