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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
TL
326
TrueWealth LLC
Georgia
$35K
EA
327
Elm Advisors
California
$35K +$35.3K +500 New
MCM
328
Monument Capital Management
Virginia
$35K +$35.3K +500 New
PG
329
Proffitt & Goodson
Tennessee
$35K +$35.7K +505 New
EWM
330
Edge Wealth Management
New York
$32K
PMFA
331
Plante Moran Financial Advisors
Michigan
$31K
RWA
332
River Wealth Advisors
Pennsylvania
$31K +$15.6K +221 +97%
TFS
333
TrustCore Financial Services
Tennessee
$30K +$353 +5 +1%
RCA
334
Rowland Carmichael Advisors
Arizona
$29K
KJWM
335
Kiley Juergens Wealth Management
Washington
$28K +$28.6K +404 New
FFW
336
Fusion Family Wealth
New York
$27K
YWP
337
YorkBridge Wealth Partners
New York
$26K
RBC
338
Roble Belko & Company
Pennsylvania
$25K
WAM
339
Wealthspire Advisors (Maryland)
Maryland
$25K
OBWP
340
O'Brien Wealth Partners
Massachusetts
$24K +$24.7K +349 New
MA
341
MCF Advisors
Kentucky
$23K +$23.3K +330 New
CFG
342
Citizens Financial Group
Rhode Island
$21K +$21.2K +300 New
GWS
343
Glassman Wealth Services
Virginia
$17K
RFM
344
Royal Fund Management
Florida
$15K -$29K -410 -64%
Bessemer Group
345
Bessemer Group
New Jersey
$15K
LFA
346
Legacy Financial Advisors
Kentucky
$15K
TVWM
347
Tower View Wealth Management
Wisconsin
$15K +$15.4K +218 New
POIA
348
Pin Oak Investment Advisors
Texas
$14K
SFSIG
349
San Francisco Sentry Investment Group
California
$14K
WEC
350
Winslow Evans & Crocker
Massachusetts
$14K

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.