S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Kinder Morgan Stock Bid Up In An Oil Breakout
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Kinder Morgan Stock Bid Up In An Oil Breakout
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Kinder Morgan Stock Bid Up In An Oil Breakout
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
The Charles Schwab Company Can Hit New Highs
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
Closing prices for crude oil, gold and other commodities
Kinder Morgan Stock Bid Up In An Oil Breakout

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

$107.43
-0.25 (-0.23%)
(As of 04/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$30.99M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.83M
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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
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%
2/15/2024Citadel Advisors LLC2,812$294K0.0%N/A0.323%
2/14/2024Royal Bank of Canada8,967$939K0.0%-1.3%1.031%
2/14/2024Pathstone Holdings LLC13,882$1.45M0.0%N/A1.596%
2/13/2024Envestnet Asset Management Inc.7,142$747K0.0%-23.0%0.821%
2/12/2024Parallel Advisors LLC3,700$387K0.0%-11.0%0.425%
2/9/2024Orion Portfolio Solutions LLC3,931$410K0.0%N/A0.452%
2/9/2024Cambridge Investment Research Advisors Inc.5,364$561K0.0%+18.0%0.617%
2/9/2024Keystone Financial Group7,253$759K0.1%+12.4%0.834%
2/9/2024UBS Group AG24,894$2.61M0.0%-4.5%2.861%
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%
1/25/2024 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%
1/23/2024Leonard 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%
1/19/2024 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%
11/15/2023Royal Bank of Canada9,087$874K0.0%+1.6%1.044%
11/13/2023LPL Financial LLC9,905$953K0.0%-46.4%1.139%
11/13/2023Envestnet Asset Management Inc.9,281$892K0.0%-2.4%1.067%
11/9/2023UBS Group AG26,066$2.51M0.0%-2.8%2.996%
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%
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%
10/5/2023Foundations Investment Advisors LLC57,178$5.50M0.2%+51.5%6.572%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
8/21/2023Osaic Holdings Inc.2,640$263K0.0%-35.3%0.303%
8/15/2023Parkside Financial Bank & Trust2,132$213K0.1%+14.6%0.245%
8/15/2023Royal Bank of Canada8,943$892K0.0%+23.1%1.028%
8/14/2023IFP Advisors Inc2,023$202K0.0%+15.4%0.233%
8/10/2023Osaic Holdings Inc.2,640$263K0.0%-35.3%0.303%
8/10/2023Commonwealth Equity Services LLC5,117$511K0.0%-35.4%0.588%
8/9/2023Spire Wealth Management1,715$171K0.0%+13.4%0.197%
8/8/2023Brown Wealth Management LLC2,150$215K0.1%N/A0.247%
8/7/2023Keystone Financial Group4,300$429K0.1%N/A0.494%
8/4/2023Parallel Advisors LLC4,570$456K0.0%-13.7%0.525%
8/4/2023Envestnet Asset Management Inc.9,510$949K0.0%-1.9%1.093%
8/4/2023IFP Advisors Inc2,023$163K0.0%+15.4%0.233%
7/31/2023LPL 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%
7/25/2023UMB Bank n.a.63,192$6.31M0.1%-8.1%7.348%
7/19/2023Foundations Investment Advisors LLC37,739$3.77M0.1%+27.4%4.388%
7/14/2023SeaCrest Wealth Management LLC4,309$430K0.1%-4.4%0.501%
7/14/2023Sharkey 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%
5/18/2023JPMorgan Chase & Co.383$38K0.0%N/A0.045%
5/16/2023Jane Street Group LLC22,916$2.25M0.0%+364.8%2.665%
5/12/2023UBS Group AG26,941$2.65M0.0%+673,425.0%3.133%
5/12/2023SeaCrest Wealth Management LLC4,509$444K0.1%+11.2%0.524%
5/12/2023Tradition Wealth Management LLC500$49K0.0%N/A0.058%
5/11/2023Envestnet Asset Management Inc.9,693$954K0.0%+5.1%1.127%
5/10/2023LPL Financial LLC9,293$914K0.0%+11.8%1.081%
5/9/2023Spire Wealth Management1,512$149K0.0%+409.1%0.176%
5/4/2023Parkside Financial Bank & Trust1,860$183K0.0%+21.1%0.216%
4/28/2023Avantax 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%
4/25/2023Parallel Advisors LLC5,295$521K0.0%N/A0.616%
4/25/2023Foundations 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%
4/11/2023UMB 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%
2/15/2023Jane Street Group LLC4,930$485K0.0%N/A0.000%
2/13/2023Pathstone Family Office LLC16,804$1.65M0.0%N/A0.000%
2/10/2023Advisor Group Holdings Inc.3,715$365K0.0%+25.1%0.000%
2/8/2023St. James Investment Advisors LLC1,651$162K0.3%N/A0.000%
2/8/2023Cambridge 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%
2/7/2023Keystone Financial Group4,850$477K0.1%N/A0.000%
2/7/2023Bleakley Financial Group LLC12,584$1.24M0.0%N/A0.000%
2/7/2023LPL Financial LLC8,309$817K0.0%+159.6%0.000%
2/7/2023 Compass Financial Group INC SD16,976$1.67M0.6%N/A0.000%
2/7/2023Envestnet Asset Management Inc.9,224$907K0.0%-1.7%0.000%
2/3/2023Spire Wealth Management297$29K0.0%N/A0.000%
1/27/2023 Destiny Wealth Partners LLC74,514$7.33M1.6%-7.9%0.000%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
1/24/2023National Bank of Canada FI250$25K0.0%N/A0.000%
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%
1/10/2023UMB Bank n.a.71,018$6.99M0.1%-17.9%0.000%
11/16/2022SeaCrest Wealth Management LLC4,011$358K0.1%N/A0.000%
11/15/2022Commonwealth Equity Services LLC5,032$448K0.0%+2.4%0.000%
11/14/2022Royal Bank of Canada4,488$400K0.0%+55.7%0.000%
11/10/2022Envestnet Asset Management Inc.9,381$836K0.0%+3.2%0.000%
11/10/2022UBS Group AG1,416$126K0.0%N/A0.000%
(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, 42 institutional investors and hedge funds held shares of Vanguard U.S. Minimum Volatility ETF. The most heavily invested institutionals were Anderson Hoagland & Co. ($19.29M), Destiny Wealth Partners LLC ($8.50M), UMB Bank N A MO ($7.49M), Foundations Investment Advisors LLC ($5.40M), Avantax Advisory Services Inc. ($4.93M), Milestone Advisory Partners ($3.92M), and UMB Bank n.a. ($3.68M).Learn more on VFMV's institutional investors.

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

Of the 41 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: Destiny Wealth Partners LLC ($100.58K), Anderson Hoagland & Co. ($60.67K), Foundations Investment Advisors LLC ($57.18K), International Assets Investment Management LLC ($53.82K), Milestone Advisory Partners ($40.77K), Avantax Advisory Services Inc. ($34.05K), and UBS Group AG ($28.35K).

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

Institutional investors have bought a total of 615,308 shares in the last 24 months. This purchase volume represents approximately $60.52M in transactions.

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

Of the 20 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. ($51.32K), Destiny Wealth Partners LLC ($24.84K), Private Advisor Group LLC ($20.29K), LPL Financial LLC ($8.57K), Cambridge Investment Research Advisors Inc. ($8.31K), Foundations Investment Advisors LLC ($6.60K), and Compass Financial Group INC SD ($4.63K).

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

Institutional investors have sold a total of 146,439 shares in the last 24 months. This volume of shares sold represents approximately $14.48M in transactions.


This page (BATS:VFMV) was last updated on 4/16/2024 by MarketBeat.com Staff

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