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

$128.53 +7.79 (+6.45%)
Closing price 07/23/2025 03:58 PM Eastern
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$128.53 0.00 (0.00%)
As of 07/23/2025 04:04 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)
46
Total
Institutional Inflows
(last 12 months)
$75.32M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$29.76M
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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
7/23/2025Foresight Capital Management Advisors Inc.4,167$534K0.3%N/A0.186%
7/23/2025Elm3 Financial Group LLC2,179$279K0.2%N/A0.097%
7/22/2025 Compass Financial Group INC SD9,101$1.17M0.2%-8.7%0.406%
7/21/2025 Tanglewood Wealth Management Inc.1,755$225K0.0%-99.1%0.078%
7/21/2025 Ameritas Advisory Services LLC1,963$252K0.0%N/A0.088%
7/18/2025 Truist Financial Corp4,066$521K0.0%N/A0.182%
7/15/2025 Retireful LLC3,514$451K0.3%N/A0.157%
7/14/2025 AdvisorNet Financial Inc232$30K0.0%+307.0%0.010%
7/14/2025 Armstrong Advisory Group Inc.210$27K0.0%N/A0.009%
7/14/2025 Caitlin John LLC3,081$395K0.4%-16.5%0.138%
7/11/2025 UMB Bank n.a.34,230$4.39M0.1%-0.2%1.528%
7/10/2025 Anderson Hoagland & Co.178,461$22.88M2.2%+0.2%7.967%
7/10/2025 Signal Advisors Wealth LLC1,616$207K0.0%N/A0.072%
7/8/2025 Parallel Advisors LLC3,340$428K0.0%-3.6%0.149%
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%
5/14/2025 Caitlin John LLC3,690$468K0.5%-20.3%0.177%
5/13/2025 Compass 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%
4/28/2025 Physician 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%
4/14/2025 Tanglewood Wealth Management Inc.201,853$25.58M2.9%N/A10.568%
4/14/2025 UMB Bank n.a.34,312$4.35M0.1%-3.9%1.796%
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4/9/2025 Anderson Hoagland & Co.178,112$22.57M2.8%-0.7%9.325%
4/8/2025 Parallel 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%
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%
1/30/2025 Compass Financial Group INC SD10,873$1.31M0.2%-2.6%1.127%
1/28/2025Independence Asset Advisors LLC5,425$654K3.0%N/A0.562%
1/27/2025 Caitlin John LLC4,632$558K0.4%-6.5%0.480%
1/22/2025Foundations Investment Advisors LLC101,199$12.20M0.2%+7.0%10.487%
1/21/2025 Anderson 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%
10/9/2024 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%
8/16/2024NewEdge 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%
7/24/2024 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%
5/8/2024Avantax 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%
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2/12/2024 Parallel 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%
1/23/2024 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%
1/22/2024Glass Jacobson Investment Advisors llc1,387$145K0.1%+706.4%0.159%
(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, 61 institutional investors and hedge funds held shares of Vanguard U.S. Minimum Volatility ETF. The most heavily invested institutionals were Anderson Hoagland & Co. ($22.88M), Foundations Investment Advisors LLC ($16.94M), NewEdge Advisors LLC ($8.81M), Destiny Wealth Partners LLC ($8.50M), Martin Worley Group ($8.32M), UMB Bank n.a. ($4.39M), and LPL Financial LLC ($4.23M).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 55 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 ($99.35K), 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 609,807 shares in the last 24 months. This purchase volume represents approximately $75.32M in transactions.

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

Of the 13 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: Tanglewood Wealth Management Inc. ($200.10K), LPL Financial LLC ($18.14K), Anderson Hoagland & Co. ($7.88K), Compass Financial Group INC SD ($2.07K), Caitlin John LLC ($1.88K), UMB Bank n.a. ($1.48K), and Envestnet Asset Management Inc. ($1.32K).

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

Institutional investors have sold a total of 234,707 shares in the last 24 months. This volume of shares sold represents approximately $29.76M in transactions.



This page (BATS:VFMV) was last updated on 7/24/2025 by MarketBeat.com Staff
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