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

$139.96 +0.76 (+0.55%)
As of 05/5/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$54.51M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$36.62M
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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
5/1/2026 Sequoia Financial Advisors LLC48,437$6.45M0.0%-19.3%2.162%
4/30/2026 Kestra Advisory Services LLC29,054$3.87M0.0%-1.0%1.297%
4/23/2026 Apollon Financial LLC4,205$560K0.1%-1.9%0.188%
4/21/2026 Silver Oak Securities Incorporated4,362$581K0.0%+58.3%0.195%
4/17/2026 Signal Advisors Wealth LLC4,651$620K0.0%+24.3%0.208%
3/17/2026Cornerstone Planning LLC29,709$3.90M0.9%N/A1.326%
2/18/2026NewEdge Advisors LLC67,604$8.81M0.0%-4.3%3.018%
2/18/2026OLD Mission Capital LLC3,283$428K0.0%+29.2%0.147%
2/17/2026Cetera Investment Advisers18,690$2.44M0.0%+5.2%0.834%
2/17/2026Equitable Holdings Inc.48,067$6.27M0.0%+12.5%2.146%
2/17/2026Osaic Holdings Inc.9,384$1.22M0.0%+2.1%0.419%
2/16/2026 MML Investors Services LLC7,581$988K0.0%+35.9%0.338%
2/16/2026Arax Advisory Partners782$102K0.0%-94.7%0.035%
2/13/2026 Kestra Advisory Services LLC29,358$3.83M0.0%+1.7%1.311%
2/12/2026Jane Street Group LLC2,269$296K0.0%N/A0.101%
2/12/2026Orion Porfolio Solutions LLC8,301$1.08M0.0%-11.4%0.371%
2/12/2026 Titleist Asset Management LLC37,838$4.93M0.4%+15.5%1.689%
2/12/2026Bank of Montreal Can3,391$442K0.0%+11.1%0.151%
2/11/2026Focus Partners Advisor Solutions LLC2,469$322K0.0%-25.6%0.110%
2/11/2026Cerity Partners LLC1,910$249K0.0%N/A0.085%
2/11/2026LPL Financial LLC107,815$14.06M0.0%+1.8%4.813%
2/11/2026Parallel Advisors LLC3,065$400K0.0%-6.1%0.137%
2/10/2026Northwestern Mutual Wealth Management Co.413$54K0.0%+50.7%0.018%
2/10/2026Foundations Investment Advisors LLC148,658$19.38M0.3%+3.0%6.637%
2/9/2026Harbour Investments Inc.566$74K0.0%+17.4%0.025%
2/6/2026 Signature Estate & Investment Advisors LLC2,802$365K0.0%-10.9%0.125%
2/6/2026 Creative Financial Designs Inc. ADV29,396$3.83M0.2%+15.3%1.312%
2/5/2026 Sculati Wealth Management LLC32,830$4.28M1.5%+9.5%1.466%
2/5/2026Northwestern Mutual Wealth Management Co.21,416$2.79M0.0%+7,716.1%0.956%
2/5/2026Western Wealth Management LLC1,707$222K0.0%N/A0.076%
2/4/2026Ameritas Advisory Services LLC1,903$248K0.0%+100.1%0.085%
2/3/2026 Sequoia Financial Advisors LLC60,005$7.82M0.0%-19.5%2.679%
2/2/2026 Independence Asset Advisors LLC18,541$2.42M1.3%-11.7%0.828%
1/29/2026D.A. Davidson & CO.3,190$416K0.0%-11.1%0.142%
1/29/2026UBS Group AG62,444$8.14M0.0%+1.0%2.788%
1/28/2026Geneos Wealth Management Inc.306$40K0.0%+86.6%0.014%
1/28/2026 Proathlete Wealth Management LLC229$30K0.0%N/A0.010%
1/27/2026TD Waterhouse Canada Inc.10,338$1.35M0.0%N/A0.462%
1/27/2026 Belpointe Asset Management LLC9,484$1.24M0.0%+81.2%0.423%
1/27/2026 Compass Financial Group INC SD8,499$1.11M0.2%-5.6%0.379%
1/23/2026Smith Moore & CO.29,816$3.89M0.3%+65.1%1.331%
1/22/2026 Glass Jacobson Investment Advisors llc10,167$1.33M0.5%+2.7%0.454%
1/22/2026 Elm3 Financial Group LLC2,335$304K0.3%+13.5%0.104%
1/15/2026 Silver Oak Securities Incorporated2,756$362K0.0%+35.9%0.123%
1/14/2026 Leonard Rickey Investment Advisors P.L.L.C.1,659$216K0.0%-5.1%0.074%
1/13/2026 Signal Advisors Wealth LLC3,741$488K0.0%+35.2%0.167%
1/5/2026 Anderson Hoagland & Co.176,030$22.95M2.0%-0.5%7.858%
11/17/2025Keystone Financial Group8,867$1.16M0.1%-3.0%0.396%
11/17/2025NewEdge Advisors LLC70,658$9.28M0.0%+4.4%3.154%
11/17/2025 Sculati Wealth Management LLC29,972$3.94M1.4%+40.3%1.338%
11/17/2025Maripau Wealth Management LLC2,548$335K0.2%+57.7%0.114%
11/14/2025Raymond James Financial Inc.5,111$671K0.0%+79.1%0.228%
11/14/2025Equitable Holdings Inc.42,735$5.61M0.0%+26.2%1.908%
11/14/2025Two Sigma Investments LP12,700$1.67M0.0%-42.0%0.567%
11/13/2025UBS Group AG61,835$8.12M0.0%+3.7%2.760%
11/12/2025Smith Moore & CO.18,057$2.37M0.2%-11.0%0.806%
11/12/2025Orion Porfolio Solutions LLC9,364$1.23M0.0%-17.9%0.418%
11/12/2025Focus Partners Advisor Solutions LLC3,319$433K0.0%+68.1%0.148%
11/12/2025 Creative Financial Designs Inc. ADV25,497$3.35M0.2%+10.9%1.138%
11/6/2025Ameritas Advisory Services LLC951$125K0.0%-51.6%0.042%
11/5/2025 Titleist Asset Management LLC32,748$4.30M0.4%+3.1%1.462%
11/5/2025 Envestnet Asset Management Inc.11,296$1.48M0.0%+25.1%0.504%
11/3/2025Foundations Investment Advisors LLC144,298$18.95M0.3%+3.3%6.442%
11/3/2025 Independence Asset Advisors LLC21,003$2.76M1.2%+0.4%0.938%
11/3/2025 Belpointe Asset Management LLC5,235$687K0.0%N/A0.234%
10/29/2025 Glass Jacobson Investment Advisors llc9,904$1.30M0.5%+7.1%0.442%
10/29/2025 Sequoia Financial Advisors LLC74,495$9.78M0.1%N/A3.326%
10/24/2025 Citizens Financial Group Inc. RI1,945$255K0.0%N/A0.087%
10/23/2025 Compass Financial Group INC SD8,999$1.18M0.2%-1.1%0.402%
10/22/2025D.A. Davidson & CO.3,590$471K0.0%+12.5%0.160%
10/21/2025 Elm3 Financial Group LLC2,058$270K0.2%-5.6%0.092%
10/21/2025 Silver Oak Securities Incorporated2,028$266K0.0%N/A0.091%
10/17/2025 Retireful LLC3,055$401K0.4%-13.1%0.136%
10/17/2025 Apollon Financial LLC4,285$563K0.1%+10.2%0.191%
10/15/2025 Anderson Hoagland & Co.176,868$23.22M2.1%-0.9%7.896%
10/10/2025 Signal Advisors Wealth LLC2,767$363K0.0%+71.2%0.124%
9/4/2025Osaic Holdings Inc.9,640$1.24M0.0%+124.4%0.430%
8/27/2025Orion Porfolio Solutions LLC11,410$1.46M0.0%-31.5%0.509%
8/15/2025Tower Research Capital LLC TRC 1,958$251K0.0%N/A0.087%
8/15/2025Equitable Holdings Inc.33,875$4.34M0.0%+9.8%1.512%
8/15/2025Orion Porfolio Solutions LLC11,410$1.46M0.0%-31.5%0.509%
8/15/2025 MML Investors Services LLC4,785$614K0.0%N/A0.214%
8/14/2025Raymond James Financial Inc.2,853$366K0.0%+9.4%0.127%
8/14/2025NewEdge Advisors LLC67,662$8.68M0.0%-2.7%3.021%
8/13/2025Smith Moore & CO.20,293$2.60M0.2%+41.3%0.906%
8/13/2025Northwestern Mutual Wealth Management Co.250$32K0.0%-83.4%0.011%
8/12/2025 J.W. Cole Advisors Inc.2,362$303K0.0%+40.0%0.105%
8/12/2025Maripau Wealth Management LLC1,616$207K0.1%N/A0.072%
8/12/2025 Titleist Asset Management LLC31,773$4.07M0.4%-0.8%1.418%
8/8/2025Avantax Advisory Services Inc.15,573$2.00M0.0%+16.6%0.695%
8/8/2025 Sculati Wealth Management LLC21,363$2.74M1.0%N/A0.954%
8/8/2025Foundations Investment Advisors LLC139,685$17.91M0.3%+4.5%6.236%
8/5/2025Bank of Montreal Can3,051$391K0.0%+17.3%0.136%
8/4/2025 Creative Financial Designs Inc. ADV22,990$2.95M0.2%N/A1.026%
8/1/2025 Envestnet Asset Management Inc.9,027$1.16M0.0%+80.8%0.403%
7/31/2025 Glass Jacobson Investment Advisors llc9,245$1.19M0.5%+11.6%0.413%
7/30/2025D.A. Davidson & CO.3,190$409K0.0%-11.1%0.142%
7/29/2025 Independence Asset Advisors LLC20,915$2.68M1.7%+0.5%0.934%
7/28/2025 Wilmington Savings Fund Society FSB3,806$488K0.0%N/A0.170%
7/25/2025 Apollon Financial LLC3,890$499K0.1%+108.6%0.174%


VFMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VFMV shares?

During the previous two years, 77 institutional investors and hedge funds held shares of Vanguard U.S. Minimum Volatility ETF. The most heavily invested institutionals were Anderson Hoagland & Co. ($22.95M), Foundations Investment Advisors LLC ($19.38M), LPL Financial LLC ($14.06M), NewEdge Advisors LLC ($8.81M), Martin Worley Group ($8.32M), UBS Group AG ($8.14M), and Sequoia Financial Advisors LLC ($6.45M).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 69 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 ($94.93K), Sequoia Financial Advisors LLC ($74.50K), Martin Worley Group ($65.62K), NewEdge Advisors LLC ($59.57K), Titleist Asset Management LLC ($38.08K), and Sculati Wealth Management LLC ($32.83K).

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

Institutional investors have bought a total of 429,179 shares in the last 24 months. This purchase volume represents approximately $55.50M in transactions.

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

Of the 27 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), Sequoia Financial Advisors LLC ($26.06K), Arax Advisory Partners ($13.87K), Orion Porfolio Solutions LLC ($13.61K), Two Sigma Investments LP ($9.20K), NewEdge Advisors LLC ($4.90K), and Independence Asset Advisors LLC ($2.46K).

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

Institutional investors have sold a total of 285,333 shares in the last 24 months. This volume of shares sold represents approximately $36.64M in transactions.



This page (BATS:VFMV) was last updated on 5/6/2026 by MarketBeat.com Staff.
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