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Vanguard Financials ETF

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

91% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 79

57% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.92M

24% more capital invested

Capital invested by funds: $3.95B → $4.89B (+$938M)

10.72% more ownership

Funds ownership: 54.17%64.88% (+11%)

9% more funds holding

Funds holding: 327357 (+30)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.18%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$182K +$216 +3 +0.1%
HT
277
Heritage Trust
Oklahoma
$166K +$45.9K +636 +36%
PFA
278
Pathway Financial Advisors
Vermont
$147K +$91.8K +1,273 +150%
KPCM
279
Kings Point Capital Management
New York
$144K
RFA
280
Reilly Financial Advisors
California
$134K +$28.8K +400 +26%
NC
281
NewSquare Capital
Pennsylvania
$134K +$54.7K +759 +65%
CAC
282
Certified Advisory Corp
Florida
$127K +$72 +1 +0.1%
PA
283
Parallel Advisors
California
$127K +$16.7K +232 +15%
BBHC
284
Brown Brothers Harriman & Co
New York
$124K +$66.5K +922 +107%
JCM
285
Jacobi Capital Management
Pennsylvania
$111K +$16.4K +228 +16%
RWA
286
Ropes Wealth Advisors
Massachusetts
$109K
HNB
287
Huntington National Bank
Ohio
$107K
AWM
288
AllSquare Wealth Management
New York
$96K +$36K +499 +57%
FRA
289
Front Row Advisors
California
$94K
HR
290
Howe & Rusling
New York
$94K +$97.1K +1,346 New
S
291
SignatureFD
Georgia
$93K +$96.5K +1,338 New
AWA
292
Acorn Wealth Advisors
Michigan
$91K
PWAG
293
Polaris Wealth Advisory Group
California
$91K +$94K +1,303 New
CPIG
294
Chicago Partners Investment Group
Illinois
$80K
BCA
295
Bray Capital Advisors
Florida
$79K +$82.1K +1,139 New
PCFFS
296
Pacific Center for Financial Services
California
$75K
PVH
297
Psagot Value Holdings
Israel
$67K
SEI Investments
298
SEI Investments
Pennsylvania
$64K -$191K -2,650 -74%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$64K -$60.6K -840 -47%
FPB
300
First PREMIER Bank
South Dakota
$61K +$20K +278 +46%

VFH Hedge Fund Activity: Q1 2018 in Review

357 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2018, worth a combined $4.89B — up 24% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VFH positions and 23 closed out — a net gain of 32 holders — while 151 added to existing stakes and 79 trimmed.

The largest buyer was Bank of America, adding an estimated $416M. The largest seller was Ameriprise, cutting an estimated $26.4M.

  • 357 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2018, up from 327 in Q4 2017.
  • Funds reported $4.89B of Vanguard Financials ETF stock for Q1 2018, up 24% quarter-over-quarter.
  • 55 funds opened new Vanguard Financials ETF positions in Q1 2018 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2018 was Bank of America, an estimated $416M added.
  • The largest Vanguard Financials ETF seller in Q1 2018 was Ameriprise, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2018.