VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
251
Capital Bank & Trust
California
$253K – – –
WT
252
Whittier Trust
California
$251K -$17.2K -267 -6%
LFAS
253
Level Four Advisory Services
Texas
$251K +$129 +2 +0.1%
MCM
254
Murphy Capital Management
New Jersey
$249K -$967 -15 -0.4%
PCG
255
Private Capital Group
Connecticut
$245K – – –
TCPWM
256
Traverso Chambers Private Wealth Management
California
$243K – – –
FHA
257
Flagship Harbor Advisors
Massachusetts
$242K -$968 -15 -0.4%
CIC
258
Carnegie Investment Counsel
Ohio
$236K +$7.55K +117 +3%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$234K -$2.58K -40 -1%
AWA
260
Arete Wealth Advisors
Illinois
$233K +$233K +3,611 New
TLP
261
Trinity Legacy Partners
Texas
$231K +$231K +3,579 New
GWM
262
Geneos Wealth Management
Colorado
$229K -$106K -1,640 -32%
GFPC
263
Global Financial Private Capital
Florida
$229K +$229K +3,551 New
CL
264
Choreo LLC
Illinois
$228K +$1.22K +19 +0.5%
FFG
265
Frisch Financial Group
New York
$220K +$220K +3,408 New
HA
266
Harfst & Associates
Wyoming
$219K – – –
EVM
267
Eaton Vance Management
Massachusetts
$216K +$216K +3,345 New
CT
268
Cambridge Trust
Massachusetts
$210K +$210K +3,250 New
IWC
269
Integrated Wealth Concepts
Massachusetts
$210K +$210K +3,253 New
EFS
270
Essex Financial Services
Connecticut
$208K -$1.19M -18,400 -85%
CA
271
Cornerstone Advisory
Maryland
$207K -$12.9K -200 -6%
FCFC
272
First Commonwealth Financial Corp
Pennsylvania
$207K +$207K +3,200 New
GC
273
Garde Capital
Washington
$206K -$31.5K -488 -13%
FI
274
FormulaFolio Investments
Michigan
$206K +$3.94K +61 +2%
LWA
275
Lenox Wealth Advisors
New York
$198K -$88.2K -1,364 -31%
9 10
11
12 13