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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
IGWM
401
ICA Group Wealth Management
Colorado
$212K
HSA
402
HBK Sorce Advisory
Pennsylvania
$211K +$18.6K +220 +9%
JPLA
403
Joseph P. Lucia & Associates
New York
$210K
KFGK
404
Keystone Financial Group (Kentucky)
Kentucky
$209K -$37.3K -442 -14%
WLIM
405
White Lighthouse Investment Management
Massachusetts
$209K +$228K +2,704 New
SAM
406
Secure Asset Management
Michigan
$208K -$21.9K -259 -9%
VWA
407
V Wealth Advisors
Kansas
$208K
SL
408
Salomon & Ludwin
Virginia
$205K
AA
409
Aire Advisors
California
$200K +$219K +2,590 New
Qube Research & Technologies (QRT)
410
Qube Research & Technologies (QRT)
United Kingdom
$196K -$2.22M -26,246 -91%
WAM
411
Worth Asset Management
Texas
$192K +$210K +2,490 New
WT
412
Whittier Trust
California
$185K -$844 -10 -0.4%
MA
413
Montag & Associates
Georgia
$181K -$16K -189 -7%
BWM
414
Baystate Wealth Management
Massachusetts
$169K +$253 +3 +0.1%
SWM
415
SeaCrest Wealth Management
New York
$156K -$18.6K -220 -10%
ATC
416
Adirondack Trust Company
New York
$154K
BCV
417
Banque Cantonale Vaudoise
Switzerland
$154K
TCWA
418
Ten Capital Wealth Advisors
Washington
$152K -$15.8K -187 -9%
GLLW
419
Graves Light Lenhart Wealth
Virginia
$150K -$47.3K -560 -22%
EDRH
420
Edmond de Rothschild Holding
Switzerland
$150K
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$145K +$40.4K +478 +34%
BWA
422
BDO Wealth Advisors
Florida
$137K
GWM
423
Geneos Wealth Management
Colorado
$132K
VCM
424
Viewpoint Capital Management
Washington
$129K -$38.8K -460 -22%
Kayne Anderson Rudnick Investment Management
425
Kayne Anderson Rudnick Investment Management
California
$129K

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.