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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
OFG
376
Oxford Financial Group
Indiana
-$794K -11,768 Closed
KA
377
Kovack Advisors
Florida
-$746K -11,053 Closed
Citadel Advisors
378
Citadel Advisors
Florida
-$527K -7,810 Closed
CAG
379
Csenge Advisory Group
Florida
-$451K -6,690 Closed
LFS
380
Legacy Financial Strategies
Kansas
-$443K -6,563 Closed
Prudential Financial
381
Prudential Financial
New Jersey
-$430K -6,379 Closed
Millennium Management
382
Millennium Management
New York
-$344K -5,104 Closed
KM
383
Kalos Management
Georgia
-$345K -4,978 Closed
CAM
384
Cozad Asset Management
Illinois
-$234K -3,475 Closed
PA
385
PFG Advisors
Arizona
-$220K -3,263 Closed
SFS
386
Sowell Financial Services
Arkansas
-$207K -2,954 Closed
PFA
387
Pathway Financial Advisors
Vermont
-$182K -2,702 Closed
SEI Investments
388
SEI Investments
Pennsylvania
-$116K -1,715 Closed
AWA
389
Acorn Wealth Advisors
Michigan
-$88K -1,292 Closed
FMTCOCP
390
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$72K -1,063 Closed
SQA
391
Simon Quick Advisors
New Jersey
-$46K -687 Closed
LWCFA
392
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$27K -400 Closed
GBBWRPM
393
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$17K -250 Closed
BCA
394
Bay Colony Advisors
Massachusetts
-$15K -223 Closed
CTC
395
Central Trust Company
Missouri
-$14K -207 Closed
MCM
396
Mainstay Capital Management
Michigan
-$13K -200 Closed
AIS
397
Accurate Investment Solutions
Pennsylvania
-$13K -196 Closed
SAM
398
Shamrock Asset Management
Texas
-$13K -189 Closed
RWP
399
RWA Wealth Partners
Massachusetts
-$10K -153 Closed
OIA
400
OneDigital Investment Advisors
Kansas
-$8K -117 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.