Vanguard US Minimum VolatiliVFMVETF
13F holders, Q2 2024 (June 30)33holders −2
7new positions
9sold out
1famous investor
$113.52avg. 13F price*
At the end of Q2 2024, 33 institutions reported holding Vanguard US Minimum Volatili (VFMV) in their 13F filings, down 2 from Q1 2024. 7 opened new positions and 9 sold out. The largest holders were Anderson Hoagland & Co. ($21.1M), Foundations Investment Advisors, LLC ($6.4M) and NewEdge Advisors, LLC ($6.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard US Minimum Volatili
- CUSIP
- 921935409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.6M |
| Exits | 9 | $12.2M |
All 13F filers, Q1 2024 → Q2 2024: 85,860 shares bought and 112,346 shares sold, net −26,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Anderson Hoagland & Co. | 2.21% | Add +5.0% | 185,993 | $21.1M |
| Foundations Investment Advisors, LLC | 0.16% | Add +5.3% | 56,597 | $6.4M |
| NewEdge Advisors, LLC | 0.05% | New | 55,490 | $6.3M |
| UMB Bank, n.a. | 0.06% | No change | 34,677 | $3.9M |
| UBS Group AG | 0.00% | Add +2.7% | 27,240 | $3.1M |
| LPL Financial LLC | 0.00% | Add +29.5% | 16,224 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.8% | 13,511 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.8% | 11,676 | $1.3M |
| Compass Financial Group, INC | 0.28% | Reduce -1.9% | 11,360 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.8% | 8,480 | $964K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 8,289 | $943K |
| Interchange Capital Partners, LLC | 0.23% | New | 5,556 | $631K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 4,991 | $567K |
| Caitlin John, LLC | 0.40% | Add +14.4% | 4,789 | $544K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 3,903 | $444K |
| D.A. Davidson & Co. | 0.00% | No change | 3,765 | $428K |
| Old Mission Capital LLC | 0.01% | New | 3,387 | $385K |
| Citadel Advisors | 0.00% | Add +6.2% | 2,626 | $298K |
| Leo Wealth, LLC | 0.03% | New | 2,418 | $274K |
| Parkside Financial Bank & Trust | 0.04% | Add +4.1% | 2,220 | $252K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 2,219 | $252K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Reduce -5.2% | 1,901 | $216K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.0% | 1,783 | $203K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 1,648 | $187K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +119.8% | 1,468 | $167K |
| Parallel Advisors, LLC | 0.00% | Reduce -60.1% | 1,395 | $159K |
| Arax Advisory Partners | 0.01% | No change | 757 | $86K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 284 | $34K |
| National Bank of Canada | 0.00% | No change | 250 | $28K |
| City State Bank | 0.00% | No change | 100 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 63 | $7K |
| Morgan Stanley | 0.00% | New | 37 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 35 | $4K |
"% of holder's portfolio" is VFMV's weight in each manager's 13F, not the share of Vanguard US Minimum Volatili the manager owns.