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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
BWM
451
BerganKDV Wealth Management
Minnesota
$72K
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$72K
FHA
453
First Horizon Advisors
Tennessee
$71K +$78K +924 New
PMFA
454
Plante Moran Financial Advisors
Michigan
$67K -$52.4K -620 -42%
WB
455
Webster Bank
Connecticut
$66K
MA
456
MUFG Americas
New York
$65K
HR
457
Howe & Rusling
New York
$64K +$2.03K +24 +3%
UIA
458
Ulland Investment Advisors
Minnesota
$61K -$333K -3,940 -83%
PCFFS
459
Pacific Center for Financial Services
California
$59K
DAC
460
Dividend Assets Capital
South Carolina
$59K +$49.6K +587 +334%
AWM
461
Avior Wealth Management
Nebraska
$57K -$1.44K -17 -2%
First Manhattan
462
First Manhattan
New York
$55K +$21.7K +257 +56%
FCT
463
First Community Trust
Iowa
$54K
SFC
464
SYM Financial Corp
Indiana
$54K
MA
465
MCF Advisors
Kentucky
$53K -$8.44K -100 -13%
BFEC
466
Benjamin F. Edwards & Company
Missouri
$52K +$9.46K +112 +20%
CFO
467
CVA Family Office
Colorado
$51K
CFB
468
Cullen/Frost Bankers
Texas
$49K +$53.9K +638 New
HIA
469
Harbor Investment Advisory
Maryland
$47K
CG
470
Cutler Group
California
$46K -$8.44K -100 -14%
AWM
471
AllSquare Wealth Management
New York
$46K
BL
472
Balentine LLC
Georgia
$45K -$20.4K -241 -29%
PK
473
Pflug Koory
Nebraska
$45K
BWP
474
Baldwin Wealth Partners
Massachusetts
$43K
SIS
475
Sound Income Strategies
Florida
$40K

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.