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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
Betterment LLC
276
Betterment LLC
New York
$206K -$1.2K -17 -0.6%
PA
277
Parallel Advisors
California
$206K +$81.1K +1,147 +63%
HH
278
Hilltop Holdings
Texas
$201K +$205K +2,900 New
NEPWA
279
New England Private Wealth Advisors
Massachusetts
$200K +$203K +2,875 New
RIA
280
Regal Investment Advisors
Michigan
$200K +$203K +2,877 New
HNB
281
Huntington National Bank
Ohio
$190K
MSA
282
Marino Stram & Associates
Massachusetts
$173K -$24K -340 -12%
CAC
283
Certified Advisory Corp
Florida
$150K +$495 +7 +0.3%
HT
284
Heritage Trust
Oklahoma
$146K
KPCM
285
Kings Point Capital Management
New York
$144K
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$137K +$42.8K +606 +44%
MFW
287
Mosaic Family Wealth
Missouri
$134K -$654K -9,252 -82%
RFC
288
Regions Financial Corp
Alabama
$132K -$48K -679 -26%
RFA
289
Reilly Financial Advisors
California
$118K
RWA
290
Ropes Wealth Advisors
Massachusetts
$109K
MA
291
MUFG Americas
New York
$107K +$109K +1,536 New
JCM
292
Jacobi Capital Management
Pennsylvania
$100K -$8.41K -119 -8%
PWAG
293
Polaris Wealth Advisory Group
California
$95K +$4.24K +60 +5%
S
294
SignatureFD
Georgia
$93K -$7.07K -100 -7%
PCFFS
295
Pacific Center for Financial Services
California
$92K +$17K +241 +22%
AWM
296
AllSquare Wealth Management
New York
$87K -$12.7K -179 -12%
CWA
297
Clarus Wealth Advisors
Arizona
$87K +$21.6K +306 +32%
ML
298
McAdam LLC
Pennsylvania
$83K +$84.7K +1,199 New
FPB
299
First PREMIER Bank
South Dakota
$82K +$21.6K +306 +35%
BCA
300
Bray Capital Advisors
Florida
$81K

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.