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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
FFW
326
Fusion Family Wealth
New York
$27K
YWP
327
YorkBridge Wealth Partners
New York
$26K
GBBWRPM
328
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K -$5.48K -76 -23%
GWS
329
Glassman Wealth Services
Virginia
$17K
WDL
330
Well Done LLC
Michigan
$16K +$16.2K +225 New
AF
331
Allworth Financial
California
$15K -$5.63K -78 -27%
LFA
332
Legacy Financial Advisors
Kentucky
$15K
SP
333
SWS Partners
Ohio
$15K
RBC
334
Roble Belko & Company
Pennsylvania
$15K +$2.6K +36 +19%
POIA
335
Pin Oak Investment Advisors
Texas
$14K
SFSIG
336
San Francisco Sentry Investment Group
California
$14K
SAM
337
Shamrock Asset Management
Texas
$14K
WEC
338
Winslow Evans & Crocker
Massachusetts
$13.9K +$7.21K +100 +100%
CG
339
Cutler Group
California
$13K
AIS
340
Accurate Investment Solutions
Pennsylvania
$12K
WAP
341
Wealthcare Advisory Partners
Pennsylvania
$12K +$12.7K +176 New
RWP
342
RWA Wealth Partners
Massachusetts
$11K +$11K +153 New
TWA
343
TCI Wealth Advisors
Arizona
$10K
QAM
344
QCI Asset Management
New York
$9K
OIA
345
OneDigital Investment Advisors
Kansas
$8K +$8.44K +117 New
FPS
346
Fieldpoint Private Securities
Connecticut
$7K
GEA
347
Glen Eagle Advisors
New Jersey
$6.95K +$7.21K +100 New
BlackRock
348
BlackRock
New York
$6K
WAM
349
Wealthspire Advisors (Maryland)
Maryland
$5K
LYV
350
Live Your Vision
Pennsylvania
$4K

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.