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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
WPW
251
Waldron Private Wealth
Pennsylvania
$584K
TPW
252
Transatlantique Private Wealth
New York
$581K +$635K +7,515 New
MCM
253
MAI Capital Management
Ohio
$580K -$332K -3,931 -34%
SPC
254
Sigma Planning Corp
Michigan
$570K -$89K -1,054 -12%
RWIA
255
Roger Wittlin Investment Advisory
California
$569K +$1.52K +18 +0.2%
BRWA
256
B. Riley Wealth Advisors
Florida
$565K -$78K -924 -11%
CW
257
CreativeOne Wealth
Kansas
$564K -$771K -9,128 -56%
NRI
258
NFP Retirement Inc
California
$561K +$26.6K +315 +5%
Brown Advisory
259
Brown Advisory
Maryland
$559K +$36.3K +430 +6%
US Bancorp
260
US Bancorp
Minnesota
$556K +$3.21K +38 +0.5%
IA
261
IFP Advisors
Florida
$553K
CWM
262
Cornerstone Wealth Management
Missouri
$548K +$49.6K +587 +9%
CWM
263
Collaborative Wealth Management
Florida
$546K +$597K +7,068 New
CTC
264
Chai Trust Company
Illinois
$530K +$580K +6,866 New
CFA
265
Cahill Financial Advisors
Minnesota
$529K
SCM
266
Spreng Capital Management
Ohio
$523K -$94.6K -1,120 -14%
BA
267
Bluesphere Advisors
Pennsylvania
$521K -$178K -2,110 -24%
FTS
268
Fifth Third Securities
Ohio
$518K +$567K +6,714 New
ACM
269
Ategra Capital Management
Virginia
$512K +$357K +4,233 +176%
GGS
270
Galvin Gaustad & Stein
Arizona
$503K -$13K -154 -2%
MA
271
MAS Advisors
Florida
$501K +$207K +2,453 +61%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$499K +$545K +6,459 New
GVAG
273
Great Valley Advisor Group
Delaware
$497K +$156K +1,853 +40%
VVP
274
Venture Visionary Partners
Ohio
$493K +$84 +1 +0%
BOPW
275
Brandywine Oak Private Wealth
Pennsylvania
$487K -$105K -1,241 -16%

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.