Vanguard US Minimum VolatiliVFMVETF
13F holders, Q1 2025 (March 31)56holders +16
19new positions
3sold out
$124.78avg. 13F price*
At the end of Q1 2025, 56 institutions reported holding Vanguard US Minimum Volatili (VFMV) in their 13F filings, up 16 from Q4 2024. 19 opened new positions and 3 sold out. The largest holders were Tanglewood Wealth Management, Inc. ($25.6M), Anderson Hoagland & Co. ($20.4M) and Foundations Investment Advisors, LLC ($16.9M).
- Company
- Vanguard US Minimum Volatili
- CUSIP
- 921935409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $41.3M |
| Exits | 3 | $472K |
All 13F filers, Q4 2024 → Q1 2025: 456,853 shares bought and 11,659 shares sold, net +445,194 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Tanglewood Wealth Management, Inc. | 2.88% | New | 201,853 | $25.6M |
| Anderson Hoagland & Co. | 2.42% | Reduce -0.7% | 178,112 | $20.4M |
| Foundations Investment Advisors, LLC | 0.31% | Add +32.0% | 133,637 | $16.9M |
| NewEdge Advisors, LLC | 0.05% | Add +1.6% | 69,505 | $8.8M |
| Martin Worley Group | 4.75% | Add +13.2% | 65,624 | $8.3M |
| UBS Group AG | 0.00% | Add +50.1% | 43,326 | $5.5M |
| UMB Bank, n.a. | 0.07% | Reduce -3.9% | 34,312 | $4.3M |
| LPL Financial LLC | 0.00% | Add +62.8% | 33,365 | $4.2M |
| Titleist Asset Management, LLC | 0.47% | Add +45.4% | 32,014 | $4.1M |
| Equitable Holdings, Inc. | 0.04% | New | 30,840 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.8% | 28,497 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.8% | 27,112 | $3.4M |
| Two Sigma Investments, LP | 0.01% | New | 21,600 | $2.7M |
| Peachtree Investment Partners, LLC | 1.08% | New | 21,502 | $2.7M |
| Independence Asset Advisors, LLC | 8.55% | Add +283.7% | 20,815 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +97.2% | 16,659 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +97.2% | 16,659 | $2.1M |
| Smith, Moore & Co. | 0.17% | Add +185.6% | 14,363 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.1% | 13,359 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | New | 13,103 | $1.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 12,816 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.4% | 11,969 | $1.5M |
| Compass Financial Group, INC | 0.24% | Reduce -8.3% | 9,969 | $1.3M |
| Keystone Financial Group | 0.12% | Add +0.8% | 9,009 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 8,811 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.33% | No change | 8,284 | $998K |
| Interchange Capital Partners, LLC | 0.20% | No change | 5,556 | $704K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.0% | 4,993 | $633K |
| Osaic Holdings, Inc. | 0.00% | Add +81.8% | 4,296 | $544K |
| MJP Associates Inc. | 0.10% | New | 4,187 | $531K |
| Advisor OS, LLC | 0.06% | New | 4,187 | $531K |
| L.M. Kohn & Company | 0.13% | New | 3,906 | $495K |
| Caitlin John, LLC | 0.46% | Reduce -20.3% | 3,690 | $468K |
| Cetera Investment Advisers | 0.00% | New | 3,606 | $457K |
| D.A. Davidson & Co. | 0.00% | No change | 3,590 | $455K |
| Parallel Advisors, LLC | 0.01% | Add +148.4% | 3,465 | $439K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +18.3% | 3,194 | $405K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +13.9% | 2,948 | $374K |
| Raymond James Financial Inc. | 0.00% | New | 2,608 | $331K |
| Bank of Montreal | 0.00% | Add +80.8% | 2,600 | $330K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -35.0% | 2,037 | $258K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,975 | $250K |
| Apollon Financial, LLC | 0.06% | New | 1,865 | $236K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.8% | 1,687 | $214K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | Add +0.1% | 1,747 | $212K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,506 | $191K |
| Arax Advisory Partners | 0.01% | Add +0.4% | 769 | $97K |
| National Bank of Canada | 0.00% | No change | 415 | $53K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 270 | $34K |
| Geneos Wealth Management Inc. | 0.00% | New | 163 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 130 | $16K |
| City State Bank | 0.00% | No change | 100 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 63 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 57 | $7K |
| Morgan Stanley | 0.00% | New | 12 | $2K |
"% of holder's portfolio" is VFMV's weight in each manager's 13F, not the share of Vanguard US Minimum Volatili the manager owns.