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VFMV Institutional Ownership

Vanguard U.S. Minimum Volatility ETF
1W: +0.1% 1M: -1.7% 3M: +1.2% YTD: +9.5% 1Y: +9.2% 3Y: +53.2% 5Y: +54.4%
$142.72
+0.77 (+0.54%)
 
Weekly Expected Move ±1.1%
$140 $141 $143 $144 $146
ETF CBOE · AUM $346.6M

Institutional Ownership — VFMV

99
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
183M
Total Invested
17
New Positions
35
Increased
29
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (101 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ANDERSON HOAGLAND & CO 178,856 26M -4,604 -2.5% 23Q SEC ↗
2 Foundations Investment Advisors, LLC 174,905 25M +11,670 +7.1% 14Q SEC ↗
3 LPL Financial LLC 128,559 18M +38,902 +43.4% 17Q SEC ↗
4 UBS Group AG 65,433 9M +28 +0.0% 16Q SEC ↗
5 Equitable Holdings, Inc. 61,327 9M +7,020 +12.9% 6Q SEC ↗
6 NewEdge Advisors, LLC 60,163 9M -803 -1.3% 9Q SEC ↗
7 UMB Bank, n.a. 42,283 6M -420 -1.0% 19Q SEC ↗
8 TITLEIST ASSET MANAGEMENT, LLC 41,234 6M +815 +2.0% 7Q SEC ↗
9 Sequoia Financial Advisors, LLC 34,945 5M -13,492 -27.9% 4Q SEC ↗
10 SMITH, MOORE & CO. 34,380 5M +339 +1.0% 7Q SEC ↗
11 Sculati Wealth Management, LLC 34,373 5M +1,001 +3.0% 5Q SEC ↗
12 CREATIVE FINANCIAL DESIGNS INC /ADV 29,807 4M -246 -0.8% 5Q SEC ↗
13 Kestra Advisory Services, LLC 29,192 4M +138 +0.5% 4Q SEC ↗
14 Cetera Investment Advisers 28,209 4M +6,203 +28.2% 6Q SEC ↗
15 TWO SIGMA INVESTMENTS, LP 23,000 3M -2,700 -10.5% 6Q SEC ↗
16 Capital Analysts, LLC 22,575 3M +2,043 +10.0% 4Q SEC ↗
17 ENVESTNET ASSET MANAGEMENT INC 21,573 3M +4,393 +25.6% 29Q SEC ↗
18 Cambridge Investment Research Advisors 20,010 3M +718 +3.7% 31Q SEC ↗
19 Cornerstone Planning, LLC 19,272 3M +40 +0.2% 3Q SEC ↗
20 Advisory Services Network, LLC 18,659 3M +3,140 +20.2% 2Q SEC ↗
21 Independence Asset Advisors, LLC 18,541 3M — +0.0% 7Q SEC ↗
22 Pathstone Holdings, LLC 10,984 2M -177 -1.6% 11Q SEC ↗
23 ROYAL BANK OF CANADA 10,845 2M -7 -0.1% 31Q SEC ↗
24 MML INVESTORS SERVICES, LLC 10,822 2M +2,631 +32.1% 5Q SEC ↗
25 MERCER GLOBAL ADVISORS INC /ADV 10,291 1M +148 +1.5% 2Q SEC ↗
26 Glass Jacobson Investment Advisors llc 10,291 1M +148 +1.5% 13Q SEC ↗
27 Keystone Financial Group 8,973 1M -179 -2.0% 8Q SEC ↗
28 RAYMOND JAMES FINANCIAL INC 8,412 1M +2,447 +41.0% 6Q SEC ↗
29 OSAIC HOLDINGS, INC. 8,335 1M +409 +5.2% 26Q SEC ↗
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 8,082 1M — +0.0% 1Q SEC ↗
31 Compass Financial Group, INC/SD 7,532 1M -542 -6.7% 15Q SEC ↗
32 Signal Advisors Wealth, LLC 7,315 1M +2,664 +57.3% 5Q SEC ↗
33 MARIPAU WEALTH MANAGEMENT LLC 7,124 1M +2,473 +53.2% 5Q SEC ↗
34 COMMONWEALTH EQUITY SERVICES, LLC 7,062 1M +270 +4.0% 33Q SEC ↗
35 GUYASUTA INVESTMENT ADVISORS INC NEW 7,025 1M — +0.0% 1Q SEC ↗
36 TD Waterhouse Canada Inc. 6,827 974K -195 -2.8% 3Q SEC ↗
37 SILVER OAK SECURITIES, INCORPORATED 6,611 944K +2,249 +51.6% 4Q SEC ↗
38 GOLDMAN SACHS GROUP INC NEW 5,826 831K — +0.0% 1Q SEC ↗
39 Interchange Capital Partners, LLC 5,556 793K — +0.0% 9Q SEC ↗
40 Tower Research Capital LLC (TRC) NEW 5,265 751K — +0.0% 1Q SEC ↗
41 Focus Partners Advisor Solutions, LLC 4,388 626K +1,170 +36.4% 6Q SEC ↗
42 Apollon Financial, LLC 4,205 600K — +0.0% 6Q SEC ↗
43 TRUIST FINANCIAL CORP 4,066 580K — +0.0% 5Q SEC ↗
44 SIGNATURE ESTATE & INVESTMENT ADVISORS 3,798 542K +613 +19.2% 8Q SEC ↗
45 BANK OF MONTREAL /CAN 3,641 520K -246 -6.3% 8Q SEC ↗
46 HighTower Advisors, LLC NEW 3,327 475K — +0.0% 1Q SEC ↗
47 D.A. DAVIDSON & CO. 3,190 455K — +0.0% 30Q SEC ↗
48 Quantinno Capital Management LP 3,038 434K — +0.0% 3Q SEC ↗
49 Caitlin John, LLC 2,969 424K -77 -2.5% 11Q SEC ↗
50 Parallel Advisors, LLC 2,965 423K -100 -3.3% 14Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +38,902 +43.4% 128,559
Foundations Investment Advisors, LL +11,670 +7.1% 174,905
Equitable Holdings, Inc. +7,020 +12.9% 61,327
Cetera Investment Advisers +6,203 +28.2% 28,209
ENVESTNET ASSET MANAGEMENT INC +4,393 +25.6% 21,573
Advisory Services Network, LLC +3,140 +20.2% 18,659
Signal Advisors Wealth, LLC +2,664 +57.3% 7,315
MML INVESTORS SERVICES, LLC +2,631 +32.1% 10,822
MARIPAU WEALTH MANAGEMENT LLC +2,473 +53.2% 7,124
RAYMOND JAMES FINANCIAL INC +2,447 +41.0% 8,412
SILVER OAK SECURITIES, INCORPORATED +2,249 +51.6% 6,611
Capital Analysts, LLC +2,043 +10.0% 22,575
IFP Advisors, Inc +1,363 +2672.5% 1,414
Focus Partners Advisor Solutions, L +1,170 +36.4% 4,388
Sculati Wealth Management, LLC +1,001 +3.0% 34,373
TITLEIST ASSET MANAGEMENT, LLC +815 +2.0% 41,234
Ameritas Advisory Services, LLC +722 +37.9% 2,628
Cambridge Investment Research Advis +718 +3.7% 20,010
SIGNATURE ESTATE & INVESTMENT ADVIS +613 +19.2% 3,798
Arax Advisory Partners +425 +54.1% 1,210
Biggest Decreases (19)
HolderReducedChange %Total Shares
WELLS FARGO & COMPANY/MN -199,839 -99.9% 275
Sequoia Financial Advisors, LLC -13,492 -27.9% 34,945
ANDERSON HOAGLAND & CO -4,604 -2.5% 178,856
TWO SIGMA INVESTMENTS, LP -2,700 -10.5% 23,000
NewEdge Advisors, LLC -803 -1.3% 60,163
Compass Financial Group, INC/SD -542 -6.7% 7,532
UMB Bank, n.a. -420 -1.0% 42,283
FLAGSHIP HARBOR ADVISORS, LLC -319 -11.0% 2,572
BANK OF MONTREAL /CAN -246 -6.3% 3,641
CREATIVE FINANCIAL DESIGNS INC /ADV -246 -0.8% 29,807
TD Waterhouse Canada Inc. -195 -2.8% 6,827
Keystone Financial Group -179 -2.0% 8,973
Pathstone Holdings, LLC -177 -1.6% 10,984
Nova Wealth Management, Inc. -145 -78.4% 40
Parallel Advisors, LLC -100 -3.3% 2,965
Caitlin John, LLC -77 -2.5% 2,969
Elm3 Financial Group, LLC -70 -3.0% 2,264
ROYAL BANK OF CANADA -7 -0.1% 10,845
Parkside Financial Bank & Trust -5 -0.2% 2,013

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms