Vanguard US Minimum VolatiliVFMVETF
13F holders, Q3 2024 (September 30)38holders +5
10new positions
4sold out
$121.53avg. 13F price*
At the end of Q3 2024, 38 institutions reported holding Vanguard US Minimum Volatili (VFMV) in their 13F filings, up 5 from Q2 2024. 10 opened new positions and 4 sold out. The largest holders were Anderson Hoagland & Co. ($22.4M), Foundations Investment Advisors, LLC ($11.5M) and NewEdge Advisors, LLC ($8.3M).
- Company
- Vanguard US Minimum Volatili
- CUSIP
- 921935409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.8M |
| Exits | 4 | $779K |
All 13F filers, Q2 2024 → Q3 2024: 113,958 shares bought and 13,366 shares sold, net +100,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders
| Anderson Hoagland & Co. | 2.28% | Reduce -0.8% | 184,593 | $22.4M |
| Foundations Investment Advisors, LLC | 0.24% | Add +67.1% | 94,550 | $11.5M |
| NewEdge Advisors, LLC | 0.05% | Add +23.2% | 68,377 | $8.3M |
| LPL Financial LLC | 0.00% | Add +138.1% | 38,626 | $4.7M |
| UMB Bank, n.a. | 0.07% | Add +3.1% | 35,764 | $4.3M |
| UBS Group AG | 0.00% | Reduce -0.4% | 27,125 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.3% | 12,390 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.8% | 12,352 | $1.5M |
| Compass Financial Group, INC | 0.27% | Reduce -1.7% | 11,166 | $1.4M |
| Allianz Asset Management GmbH | 0.00% | New | 9,608 | $1.2M |
| Keystone Financial Group | 0.14% | New | 8,989 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +8.2% | 8,971 | $1.1M |
| Old Mission Capital LLC | 0.02% | Add +160.6% | 8,827 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.8% | 5,699 | $693K |
| Interchange Capital Partners, LLC | 0.24% | No change | 5,556 | $676K |
| Caitlin John, LLC | 0.40% | Add +3.5% | 4,956 | $622K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.6% | 4,863 | $591K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.2% | 4,849 | $590K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.7% | 3,590 | $437K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,188 | $388K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,188 | $388K |
| Parkside Financial Bank & Trust | 0.04% | No change | 2,220 | $270K |
| Focus Partners Advisor Solutions, LLC | 0.01% | No change | 2,219 | $270K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 1,952 | $237K |
| Jane Street Group, LLC | 0.00% | New | 1,889 | $230K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 1,808 | $220K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Reduce -5.9% | 1,789 | $218K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +12.3% | 1,649 | $201K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.7% | 1,489 | $181K |
| Parallel Advisors, LLC | 0.00% | No change | 1,395 | $170K |
| Arax Advisory Partners | 0.01% | Add +0.7% | 762 | $93K |
| Bank of Montreal | 0.00% | New | 596 | $72K |
| National Bank of Canada | 0.00% | Add +66.0% | 415 | $50K |
| City State Bank | 0.00% | No change | 100 | $12K |
| Farther Finance Advisors, LLC | 0.00% | New | 84 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | New | 65 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 63 | $8K |
| Morgan Stanley | 0.00% | Reduce -94.6% | 2 | $255 |
"% of holder's portfolio" is VFMV's weight in each manager's 13F, not the share of Vanguard US Minimum Volatili the manager owns.