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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
PG
376
Prostatis Group
Maryland
$242K +$264K +3,131 New
RIA
377
Regal Investment Advisors
Michigan
$241K +$1.01K +12 +0.4%
FFWA
378
FRG Family Wealth Advisors
Washington
$239K
BAM
379
Belpointe Asset Management
Nevada
$237K -$41K -485 -14%
MC
380
Moors & Cabot
Massachusetts
$237K -$8.28K -98 -3%
NEWAS
381
N.E.W. Advisory Services
Wisconsin
$236K -$55.1K -652 -18%
WP
382
WealthSource Partners
California
$236K -$16K -189 -6%
JHCP
383
Jackson Hole Capital Partners
Oklahoma
$234K
WS
384
Wedbush Securities
California
$233K -$20.6K -244 -7%
Bessemer Group
385
Bessemer Group
New Jersey
$232K -$113M -1,341,070 -100%
FCI
386
Financial Counselors Inc
Kansas
$231K +$61.3K +726 +32%
FFN
387
Focus Financial Network
Minnesota
$230K +$5.15K +61 +2%
PFS
388
Prospera Financial Services
Texas
$226K -$72K -853 -23%
FHA
389
Flagship Harbor Advisors
Massachusetts
$225K -$40.7K -482 -14%
RMDI
390
R.M. Davis Inc
Maine
$224K +$17.2K +204 +8%
CIC
391
Carnegie Investment Counsel
Ohio
$223K -$9.12K -108 -4%
FA
392
Flagstar Advisors
New York
$223K
ACS
393
Archford Capital Strategies
Illinois
$220K +$8.53K +101 +4%
EVM
394
Eaton Vance Management
Massachusetts
$219K -$104K -1,234 -30%
LB
395
Leo Brokerage
Texas
$219K +$12.5K +148 +6%
CBFP
396
Cedar Brook Financial Partners
Ohio
$216K +$1.01K +12 +0.4%
GRP
397
Global Retirement Partners
California
$216K +$10.7K +127 +5%
AWA
398
Amplius Wealth Advisors
Pennsylvania
$214K -$16.9K -200 -7%
CWM
399
C2C Wealth Management
Arizona
$214K
HI
400
Harbour Investments
Wisconsin
$214K +$234K +2,774 New

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.