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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
WA
276
Wealthstar Advisors
Texas
$481K +$422 +5 +0.1%
IFWM
277
Institute for Wealth Management
Colorado
$466K -$639K -7,568 -56%
CHA
278
Carmichael Hill & Associates
Maryland
$463K +$12.5K +148 +3%
TWA
279
TCI Wealth Advisors
Arizona
$460K
WA
280
WP Advisors
California
$460K +$2.7K +32 +0.5%
APP
281
Avantax Planning Partners
Iowa
$456K -$161K -1,905 -24%
MFG
282
Magnus Financial Group
New York
$453K +$4.14K +49 +0.8%
E
283
ETFidea
New York
$452K +$495K +5,857 New
SVWAG
284
Sound View Wealth Advisors Group
Georgia
$452K +$35.5K +420 +8%
BS
285
Boenning & Scattergood
Pennsylvania
$449K +$2.53K +30 +0.5%
OWA
286
Octavia Wealth Advisors
Ohio
$438K -$10.9K -129 -2%
CFO
287
Collective Family Office
Pennsylvania
$436K -$32.1K -380 -6%
NFG
288
Nations Financial Group
Iowa
$421K +$16.9K +200 +4%
Bank of New York Mellon
289
Bank of New York Mellon
New York
$419K -$440K -5,211 -49%
RFN
290
Redwood Financial Network
Ohio
$419K -$13.3K -158 -3%
CA
291
Cetera Advisors
Colorado
$418K -$7.51K -89 -2%
HWA
292
HHM Wealth Advisors
Tennessee
$413K
NF
293
Norwood Financial
Pennsylvania
$409K
EWA
294
EP Wealth Advisors
California
$409K +$77.3K +915 +21%
Deutsche Bank
295
Deutsche Bank
Germany
$398K
BTIM
296
BancFirst Trust & Investment Management
Oklahoma
$398K +$348K +4,125 New
BDWCC
297
B&D White Capital Company
Texas
$396K -$660K -7,812 -60%
Lido Advisors
298
Lido Advisors
California
$395K -$122K -1,441 -22%
CFA
299
Compass Financial Advisors
Indiana
$387K +$4.81K +57 +1%
ECM
300
Evergreen Capital Management
Washington
$383K +$591 +7 +0.1%

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.