Vanguard US Minimum VolatiliVFMVETF
13F holders, Q4 2024 (December 31)40holders +2
6new positions
6sold out
$121.08avg. 13F price*
At the end of Q4 2024, 40 institutions reported holding Vanguard US Minimum Volatili (VFMV) in their 13F filings, up 2 from Q3 2024. 6 opened new positions and 6 sold out. The largest holders were Anderson Hoagland & Co. ($22.0M), Foundations Investment Advisors, LLC ($12.2M) and NewEdge Advisors, LLC ($8.2M).
- Company
- Vanguard US Minimum Volatili
- CUSIP
- 921935409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.2M |
| Exits | 6 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 108,799 shares bought and 44,908 shares sold, net +63,891 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Anderson Hoagland & Co. | 2.26% | Reduce -2.9% | 179,328 | $22.0M |
| Foundations Investment Advisors, LLC | 0.24% | Add +7.0% | 101,199 | $12.2M |
| NewEdge Advisors, LLC | 0.05% | Add +0.1% | 68,419 | $8.2M |
| Martin Worley Group | 4.37% | — | 57,993 | $7.0M |
| UMB Bank, n.a. | 0.07% | Reduce -0.1% | 35,711 | $4.3M |
| UBS Group AG | 0.00% | Add +6.4% | 28,867 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +438.7% | 26,197 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +404.6% | 24,470 | $2.9M |
| Titleist Asset Management, LLC | 0.31% | New | 22,020 | $2.7M |
| LPL Financial LLC | 0.00% | Reduce -47.0% | 20,491 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.4% | 13,510 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | No change | 12,390 | $1.5M |
| Compass Financial Group, INC | 0.25% | Reduce -2.6% | 10,873 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 8,979 | $1.1M |
| Keystone Financial Group | 0.11% | Reduce -0.6% | 8,934 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +165.0% | 8,448 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +165.0% | 8,448 | $1.0M |
| Glass Jacobson Investment Advisors llc | 0.33% | Add +402.4% | 8,284 | $998K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.8% | 6,317 | $761K |
| Interchange Capital Partners, LLC | 0.24% | No change | 5,556 | $670K |
| Independence Asset Advisors, LLC | 3.03% | New | 5,425 | $654K |
| Smith, Moore & Co. | 0.06% | New | 5,029 | $606K |
| Caitlin John, LLC | 0.38% | Reduce -6.5% | 4,632 | $558K |
| D.A. Davidson & Co. | 0.00% | No change | 3,590 | $433K |
| Jane Street Group, LLC | 0.00% | Add +76.3% | 3,330 | $401K |
| Parkside Financial Bank & Trust | 0.05% | Add +41.2% | 3,134 | $378K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +38.3% | 2,700 | $325K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +43.2% | 2,589 | $312K |
| Osaic Holdings, Inc. | 0.00% | Add +58.7% | 2,363 | $285K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 1,811 | $218K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Reduce -2.4% | 1,746 | $210K |
| Bank of Montreal | 0.00% | Add +141.3% | 1,438 | $173K |
| Parallel Advisors, LLC | 0.00% | No change | 1,395 | $168K |
| Arax Advisory Partners | 0.01% | Add +0.5% | 766 | $92K |
| National Bank of Canada | 0.00% | No change | 415 | $50K |
| Tucker Asset Management LLC | 0.01% | New | 305 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 278 | $34K |
| City State Bank | 0.00% | No change | 100 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 63 | $8K |
"% of holder's portfolio" is VFMV's weight in each manager's 13F, not the share of Vanguard US Minimum Volatili the manager owns.