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Vanguard Financials ETF

373 hedge funds and large institutions have $4.68B invested in Vanguard Financials ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $881K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 103

4% more funds holding

Funds holding: 357373 (+16)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$187M)

0.07% less ownership

Funds ownership: 56.91%56.84% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.43%
New
44
Increased
144
Reduced
103
Closed
28
Calls
$3.95M
Puts
$881K
Net Calls
+$3.07M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
226
Simmons Bank
Arkansas
$353K
ASN
227
Advisory Services Network
Georgia
$349K
IAMOG
228
Investors Asset Management of Georgia
Georgia
$347K
CFB
229
Cullen/Frost Bankers
Texas
$347K +$18.7K +265 +6%
IA
230
IndexIQ Advisors
New York
$343K -$156K -2,208 -31%
CC
231
Courier Capital
New York
$343K
FHB
232
First Hawaiian Bank
Hawaii
$341K +$348K +4,918 New
LFAS
233
Level Four Advisory Services
Texas
$338K +$636 +9 +0.2%
MCM
234
Murphy Capital Management
New Jersey
$338K +$345K +4,877 New
BFEC
235
Benjamin F. Edwards & Company
Missouri
$336K +$18K +254 +6%
BFA
236
Bragg Financial Advisors
North Carolina
$335K +$2.97K +42 +0.9%
LWA
237
Lenox Wealth Advisors
New York
$328K -$34.6K -490 -9%
WA
238
Wealthstar Advisors
Texas
$325K +$66.2K +937 +25%
PAS
239
Partnervest Advisory Services
California
$323K -$148K -2,100 -31%
IWP
240
Icon Wealth Partners
Texas
$315K +$321K +4,542 New
GRP
241
Global Retirement Partners
California
$313K -$12.3K -174 -4%
PP
242
PagnatoKarp Partners
Virginia
$311K +$212 +3 +0.1%
AB
243
AT Bancorp
Iowa
$306K
LIM
244
Leavell Investment Management
Alabama
$304K
BWA
245
BDO Wealth Advisors
Florida
$303K
NSIM
246
North Star Investment Management
Illinois
$297K +$71 +1 +0%
CL
247
Choreo LLC
Illinois
$297K +$47.5K +672 +19%
APA
248
American Portfolios Advisors
New York
$295K +$33.6K +475 +13%
WA
249
WP Advisors
California
$293K -$24K -339 -7%
WT
250
Whittier Trust
California
$288K +$109K +1,540 +59%

VFH Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2018, worth a combined $4.68B — up 4.2% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VFH positions and 28 closed out — a net gain of 16 holders — while 144 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $48.9M. The largest seller was Glovista Investments, cutting an estimated $27.7M.

  • 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2018, up from 357 in Q2 2018.
  • Funds reported $4.68B of Vanguard Financials ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Financials ETF positions in Q3 2018 and 28 closed out, a net change of +16 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2018 was Bank of America, an estimated $48.9M added.
  • The largest Vanguard Financials ETF seller in Q3 2018 was Glovista Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2018.