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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
AAP
351
Arax Advisory Partners
Colorado
$12K +$12K +170 New
SCM
352
Southport Capital Management
Tennessee
$12K +$12K +170 New
GP
353
Girard Partners
Pennsylvania
$12K +$12.7K +179 New
RFWA
354
RPg Family Wealth Advisory
Massachusetts
$11.3K -$19.1K -270 -62%
WSTAM
355
Wilbanks Smith & Thomas Asset Management
Virginia
$11K +$11.3K +160 New
TWA
356
TCI Wealth Advisors
Arizona
$10K
VRM
357
Vectors Research Management
New York
$10K +$10.6K +150 New
BWM
358
BerganKDV Wealth Management
Minnesota
$9K
SMFS
359
Squar Milner Financial Services
California
$9K
GEA
360
Glen Eagle Advisors
New Jersey
$8.12K
QCIG
361
Quad-Cities Investment Group
Iowa
$8K
BFC
362
Bedel Financial Consulting
Indiana
$8K +$9.47K +134 New
FPS
363
Fieldpoint Private Securities
Connecticut
$7K
AssetMark Inc
364
AssetMark Inc
California
$7K +$7.35K +104 New
BlackRock
365
BlackRock
New York
$6K +$71 +1 +1%
GI
366
Gradient Investments
Minnesota
$5K +$4.74K +67 New
AP
367
Atwood & Palmer
Missouri
$5K +$5.16K +73 New
SWA
368
Sutton Wealth Advisors
Florida
$3.81K
QAM
369
QCI Asset Management
New York
$3K -$5.3K -75 -60%
WCM
370
Whitener Capital Management
North Carolina
$3K +$3.6K +51 New
JA
371
JOYN Advisors
Georgia
$2K
VFA
372
Valeo Financial Advisors
Indiana
$2K
CF
373
Centaurus Financial
California
$745 -$1.32M -18,726 -100%
FRA
374
Front Row Advisors
California
$99
Deutsche Bank
375
Deutsche Bank
Germany
-$910K -13,499 Closed

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.