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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
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$328K +$25.3K +300 +8%
PCA
327
Personal Capital Advisors
California
$324K -$145K -1,717 -29%
SB
328
Strategic Blueprint
Georgia
$324K -$16K -189 -4%
BWL
329
Bogart Wealth LLC
Virginia
$323K -$9.71K -115 -3%
EWA
330
Exencial Wealth Advisors
Oklahoma
$322K +$21.9K +259 +7%
WFA
331
WMG Financial Advisors
Tennessee
$317K -$14.9K -176 -4%
IAMOG
332
Investors Asset Management of Georgia
Georgia
$312K
CAG
333
Crestwood Advisors Group
Massachusetts
$307K
VIM
334
Vista Investment Management
Pennsylvania
$306K +$169 +2 +0.1%
CIM
335
Corbyn Investment Management
Maryland
$301K -$27.8K -329 -8%
MCM
336
Murphy Capital Management
New Jersey
$298K -$58.7K -695 -15%
WPC
337
Wedmont Private Capital
Pennsylvania
$298K -$8.87K -105 -3%
MSFS
338
Main Street Financial Solutions
Pennsylvania
$298K +$507 +6 +0.2%
FCA
339
FinTrust Capital Advisors
South Carolina
$297K -$6.67K -79 -2%
PA
340
Parallel Advisors
California
$290K +$2.62K +31 +0.8%
MF
341
Montis Financial
Massachusetts
$288K
SEIA
342
Signature Estate & Investment Advisors
California
$286K +$31.7K +376 +11%
PAS
343
Park Avenue Securities
New York
$282K -$21.5K -255 -7%
IFG
344
Independent Financial Group
California
$281K -$42.8K -507 -12%
TPW
345
TL Private Wealth
Texas
$280K +$1.18K +14 +0.4%
IA
346
IFG Advisory
Georgia
$278K +$253 +3 +0.1%
CFG
347
Citizens Financial Group
Rhode Island
$274K +$1.6K +19 +0.5%
PWM
348
PRW Wealth Management
Massachusetts
$272K +$11.9K +141 +4%
BFA
349
Bragg Financial Advisors
North Carolina
$271K -$92K -1,089 -24%
FHC
350
First Heartland Consultants
Missouri
$270K

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.