We are live on ! Find out more
VFH icon

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
PK
301
Pflug Koory
Nebraska
$58K -$14.4K -200 -19%
VIA
302
Vantage Investment Advisors
Pennsylvania
$58K
WF
303
WealthTrust Fairport
Ohio
$58K +$59.9K +831 New
IP
304
Intellectus Partners
California
$56K
AP
305
Advisors Preferred
Maryland
$55K -$265K -3,676 -82%
SQA
306
Simon Quick Advisors
New Jersey
$48K
Simplex Trading
307
Simplex Trading
Illinois
$47K -$87.3K -1,210 -64%
BCI
308
Brinker Capital Investments
Pennsylvania
$46K
BA
309
Ballew Advisors
Mississippi
$45K +$46.7K +648 New
SSB
310
Sandy Spring Bank
Maryland
$44K -$5.41K -75 -11%
CAGAS
311
Capital Advisory Group Advisory Services
Minnesota
$42K +$43.3K +600 New
SWM
312
SeaCrest Wealth Management
New York
$40K +$1.66K +23 +4%
RBA
313
Richard Bernstein Advisors
New York
$39K
WWMSC
314
Wagner Wealth Management (South Carolina)
South Carolina
$38K +$39.1K +542 New
AF
315
Advisornet Financial
Minnesota
$36K
TL
316
TrueWealth LLC
Georgia
$35K +$36.4K +505 New
SIM
317
Sonora Investment Management
Arizona
$34.7K
EWM
318
Edge Wealth Management
New York
$32K
First Manhattan
319
First Manhattan
New York
$32K
M
320
MOTCO
Texas
$31K -$1.01K -14 -3%
PMFA
321
Plante Moran Financial Advisors
Michigan
$31K
RFM
322
Royal Fund Management
Florida
$31K +$2.67K +37 +9%
TFS
323
TrustCore Financial Services
Tennessee
$30K +$6.85K +95 +28%
DWM
324
Destination Wealth Management
California
$30K +$30.6K +425 New
LWCFA
325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K

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.