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Vanguard Financials ETF

564 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $4.76M

6% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 203

6.51% less ownership

Funds ownership: 56.78%50.27% (-6.5%)

7% less funds holding

Funds holding: 604564 (-40)

35% less funds holding in top 10

Funds holding in top 10: 2617 (-9)

36% less capital invested

Capital invested by funds: $6.73B → $4.31B (-$2.42B)

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 81

Holders
564
Holders Change
-40
Holders Change %
-6.62%
% of All Funds
9.5%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
203
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
226
Cladis Investment Advisory
Montana
$732K
CF
227
Centaurus Financial
California
$727K -$580K -6,873 -42%
NA
228
NewEdge Advisors
Louisiana
$705K -$187K -2,215 -20%
RWM
229
RBA Wealth Management
California
$698K +$24K +284 +3%
VIA
230
Vickerman Investment Advisors
Washington
$696K -$84 -1 -0%
BAM
231
BTS Asset Management
Massachusetts
$691K +$464K +5,495 +162%
MOS
232
MGO One Seven
Ohio
$682K -$33.9K -401 -4%
SI
233
Stephens Inc
Arkansas
$671K +$676 +8 +0.1%
CB
234
Community Bank
New York
$664K -$2.36K -28 -0.3%
OIA
235
OneDigital Investment Advisors
Kansas
$660K +$136K +1,613 +23%
GC
236
Gilbert & Cook
Iowa
$653K -$37.8K -448 -5%
GFP
237
Gryphon Financial Partners
Ohio
$648K
Wealthfront Advisers
238
Wealthfront Advisers
California
$643K +$156K +1,843 +28%
Comerica Bank
239
Comerica Bank
Texas
$640K
LWAC
240
Laurel Wealth Advisors (California)
California
$630K
RIM
241
Reynolds Investment Management
South Carolina
$624K +$2.87K +34 +0.4%
AWS
242
AJ Wealth Strategies
New York
$617K
CG
243
Caprock Group
Idaho
$616K +$47.3K +560 +8%
T
244
TCWP
Ohio
$610K -$451K -5,338 -40%
BBA
245
BLB&B Advisors
Pennsylvania
$607K
PA
246
Pinnacle Associates
New York
$602K +$659K +7,801 New
Koshinski Asset Management
247
Koshinski Asset Management
Illinois
$594K -$50.3K -596 -7%
TI
248
tru Independence
Oregon
$592K -$57.6K -682 -8%
HWM
249
HB Wealth Management
Georgia
$588K +$26.2K +310 +4%
IC
250
Inscription Capital
Texas
$585K +$640K +7,578 New

VFH Hedge Fund Activity: Q2 2022 in Review

564 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2022, worth a combined $4.31B — down 36% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VFH and 50 opened new positions — a net loss of 31 holders — while 203 trimmed existing stakes and 191 added.

The largest buyer was Bank of America, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $580M.

  • 564 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2022, down from 604 in Q1 2022.
  • Funds reported $4.31B of Vanguard Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 50 funds opened new Vanguard Financials ETF positions in Q2 2022 and 81 closed out, a net change of -31 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2022 was Bank of America, an estimated $130M added.
  • The largest Vanguard Financials ETF seller in Q2 2022 was JP Morgan Chase, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.