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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
NC
301
NewSquare Capital
Pennsylvania
$81K
BBHC
302
Brown Brothers Harriman & Co
New York
$80K -$22.1K -313 -21%
M
303
MOTCO
Texas
$79K +$48.6K +688 +153%
SIM
304
Sonora Investment Management
Arizona
$76K +$42.4K +600 +120%
CPIG
305
Chicago Partners Investment Group
Illinois
$74K +$848 +12 +1%
AA
306
Ancora Advisors
Ohio
$74K +$75.1K +1,063 New
WWMSC
307
Wagner Wealth Management (South Carolina)
South Carolina
$73K +$35.9K +508 +94%
WTB
308
Washington Trust Bank
Washington
$73K +$74.1K +1,048 New
SBL
309
Sargent Bickham Lagudis
Colorado
$70K +$71K +1,004 New
PVH
310
Psagot Value Holdings
Israel
$67K
WF
311
WealthTrust Fairport
Ohio
$64K -$11.1K -157 -15%
PK
312
Pflug Koory
Nebraska
$58K
VIA
313
Vantage Investment Advisors
Pennsylvania
$58K
DWM
314
Destination Wealth Management
California
$58K +$28.6K +405 +95%
IP
315
Intellectus Partners
California
$56K
AF
316
Allworth Financial
California
$55K +$40.6K +575 +266%
BCI
317
Brinker Capital Investments
Pennsylvania
$46K
SSB
318
Sandy Spring Bank
Maryland
$44K
TCOV
319
Trust Company of Vermont
Vermont
$43K
CAGAS
320
Capital Advisory Group Advisory Services
Minnesota
$42K
BA
321
Ballew Advisors
Mississippi
$41K
SWM
322
SeaCrest Wealth Management
New York
$41K +$1.41K +20 +3%
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$38K +$11.3K +160 +41%
Parallax Volatility Advisers
324
Parallax Volatility Advisers
California
$37K +$37.7K +534 +53,400%
AF
325
Advisornet Financial
Minnesota
$36K -$3.96K -56 -10%

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.