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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
CPSC
301
Carl P. Sherr & Co
Massachusetts
$382K +$62.9K +745 +18%
DOA
302
D'Orazio & Associates
Virginia
$375K -$265K -3,137 -39%
HR
303
Hardy Reed
Mississippi
$371K +$406K +4,811 New
SB
304
Simmons Bank
Arkansas
$361K -$9.54K -113 -2%
Thrivent Financial for Lutherans
305
Thrivent Financial for Lutherans
Minnesota
$361K +$77.7K +920 +25%
CB
306
Cadence Bank
Mississippi
$356K
SFA
307
Sequoia Financial Advisors
Ohio
$355K -$64.2K -760 -14%
WPC
308
Waters Parkerson & Co
Louisiana
$355K
MFC
309
Morris Financial Concepts
South Carolina
$353K
MCWS
310
McKinley Carter Wealth Services
West Virginia
$352K +$169 +2 +0%
PA
311
PFG Advisors
Arizona
$352K +$16.9K +200 +5%
MP
312
McDonald Partners
Ohio
$349K -$21K -249 -5%
WAS
313
Winch Advisory Services
Wisconsin
$347K +$6.25K +74 +2%
MHIC
314
Marble Harbor Investment Counsel
Massachusetts
$347K +$101K +1,200 +36%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$3.63K +43 +1%
CB
316
Commerce Bank
Missouri
$342K +$88.5K +1,048 +31%
RPCONE
317
Retirement Planning Company of New England
Rhode Island
$340K -$6.92K -82 -2%
SCA
318
Spearhead Capital Advisors
Florida
$336K -$22.6K -268 -6%
OBWG
319
Onyx Bridge Wealth Group
New York
$335K +$16.5K +195 +5%
MFGM
320
Marshall Financial Group (Maryland)
Maryland
$335K +$45.5K +539 +14%
MG
321
Mather Group
Illinois
$334K -$52.1K -617 -12%
HCC
322
Hirtle Callaghan & Co
Pennsylvania
$334K
CA
323
Continuum Advisory
Idaho
$334K +$366K +4,331 New
SMA
324
Sage Mountain Advisors
Georgia
$330K -$54.6K -647 -13%
WIA
325
World Investment Advisors
California
$328K +$1.6K +19 +0.5%

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.