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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
CHA
251
Carmichael Hill & Associates
Maryland
$282K +$212 +3 +0.1%
OWD
252
Osborn Williams & Donohoe
Ohio
$281K -$7.07K -100 -2%
WIM
253
Westside Investment Management
California
$278K +$28.3K +400 +11%
FHA
254
Flagship Harbor Advisors
Massachusetts
$277K +$3.11K +44 +1%
AWA
255
Arete Wealth Advisors
Illinois
$276K +$2.05K +29 +0.7%
CBT
256
Capital Bank & Trust
California
$272K
PCG
257
Private Capital Group
Connecticut
$263K
EVM
258
Eaton Vance Management
Massachusetts
$261K
CAM
259
Cypress Asset Management
Texas
$250K
Franklin Resources
260
Franklin Resources
California
$250K
GC
261
Garde Capital
Washington
$246K
EWA
262
EP Wealth Advisors
California
$244K +$248K +3,513 New
KeyBank National Association
263
KeyBank National Association
Ohio
$242K -$495 -7 -0.2%
NFG
264
Next Financial Group
Texas
$238K -$368K -5,202 -60%
HA
265
Harfst & Associates
Wyoming
$235K
MWM
266
Mission Wealth Management
California
$234K
CT
267
Cambridge Trust
Massachusetts
$225K -$12.2K -173 -5%
FCFC
268
First Commonwealth Financial Corp
Pennsylvania
$222K
CM
269
Capital Management
Virginia
$218K -$14.8K -210 -6%
FI
270
FormulaFolio Investments
Michigan
$217K
BBA
271
BLB&B Advisors
Pennsylvania
$214K -$5.58K -79 -2%
MM
272
Main Management
California
$213K
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$210K +$29.4K +416 +16%
MCTIC
274
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$209K +$213K +3,010 New
TF
275
Tompkins Financial
New York
$208K

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.