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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
WTC
426
WhitTier Trust Company
Nevada
$122K
EIP
427
Ellis Investment Partners
Pennsylvania
$121K -$13K -154 -9%
BW
428
Bison Wealth
Georgia
$121K -$4.05K -48 -3%
SWM
429
Scissortail Wealth Management
Oklahoma
$121K +$106K +1,254 New
TFS
430
TrustCore Financial Services
Tennessee
$120K
WB
431
West Bancorporation
Iowa
$118K
FRA
432
Front Row Advisors
California
$116K
JWA
433
JFS Wealth Advisors
Pennsylvania
$115K
SWM
434
Selective Wealth Management
Virginia
$115K +$125K +1,486 New
S
435
SignatureFD
Georgia
$112K +$929 +11 +0.8%
BA
436
Ballast Advisors
Minnesota
$111K -$7.01K -83 -5%
AIM
437
Acropolis Investment Management
Missouri
$106K
Jones Financial Companies
438
Jones Financial Companies
Missouri
$105K
HBW
439
Hazlett, Burt & Watson
West Virginia
$105K +$591 +7 +0.5%
CWC
440
Carolinas Wealth Consulting
North Carolina
$104K +$253 +3 +0.2%
CA
441
CoreCap Advisors
Michigan
$104K +$114K +1,350 New
CFD
442
Creative Financial Designs
Indiana
$99K +$7.77K +92 +8%
AF
443
Allworth Financial
California
$98K -$16K -189 -13%
SWM
444
Spire Wealth Management
Virginia
$90K -$99.8K -1,182 -50%
JEST
445
JTC Employer Solutions Trustee
Jersey
$89K
LC
446
Lindbrook Capital
California
$85K
BBHC
447
Brown Brothers Harriman & Co
New York
$81K
LWANC
448
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K
WPWM
449
Western Pacific Wealth Management
Illinois
$77K
PTC
450
Private Trust Company
Ohio
$76K +$83.3K +986 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.