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Vanguard Financials ETF

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

91% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 79

57% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.92M

24% more capital invested

Capital invested by funds: $3.95B → $4.89B (+$938M)

10.72% more ownership

Funds ownership: 54.17%64.88% (+11%)

9% more funds holding

Funds holding: 327357 (+30)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.18%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
26
First Allied Advisory Services
California
$16.3M +$945K +13,105 +6%
TCOO
27
Trust Company of Oklahoma
Oklahoma
$15M -$45.9K -636 -0.3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$551K +7,642 +4%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$13.8M +$93.2K +1,292 +0.7%
JIC
30
Johnson Investment Counsel
Ohio
$12.3M -$65.3K -905 -0.5%
WA
31
WBH Advisory
Maryland
$12.3M -$323K -4,483 -2%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$9.11M +126,257 +299%
NFC
33
Northeast Financial Consultants
Connecticut
$11.5M +$2.04M +28,332 +21%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$11.5M +$777K +10,776 +7%
CM
35
Columbus Macro
Pennsylvania
$11.4M +$9.09K +126 +0.1%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$11M +$824K +11,431 +8%
QA
37
Quantitative Advantage
Minnesota
$10.6M +$2.42M +33,510 +28%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$10.5M +$956K +13,260 +10%
AIC
39
Ayalon Insurance Company
Israel
$10.4M
Mariner
40
Mariner
Kansas
$10.3M +$160K +2,212 +2%
JP Morgan Chase
41
JP Morgan Chase
New York
$9.92M -$2.61M -36,140 -20%
SF
42
Synovus Financial
Georgia
$9.91M +$1.91M +26,533 +23%
NWS
43
Newport Wealth Strategies
California
$8.77M +$811K +11,250 +10%
BFG
44
Bouchey Financial Group
New York
$7.98M +$717K +9,941 +9%
DY
45
Dowling & Yahnke
California
$7.87M -$767K -10,636 -9%
EWG
46
Executive Wealth Group
Washington
$7.74M +$70.2K +973 +0.9%
EFS
47
Essex Financial Services
Connecticut
$7.09M +$2.67M +37,051 +57%
AG
48
Advisor Group
Arizona
$6.84M +$148K +2,057 +2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$6.49M +$292K +4,044 +5%
SCM
50
SOL Capital Management
Maryland
$6.41M -$322K -4,466 -5%

VFH Hedge Fund Activity: Q1 2018 in Review

357 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2018, worth a combined $4.89B — up 24% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VFH positions and 23 closed out — a net gain of 32 holders — while 151 added to existing stakes and 79 trimmed.

The largest buyer was Bank of America, adding an estimated $416M. The largest seller was Ameriprise, cutting an estimated $26.4M.

  • 357 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2018, up from 327 in Q4 2017.
  • Funds reported $4.89B of Vanguard Financials ETF stock for Q1 2018, up 24% quarter-over-quarter.
  • 55 funds opened new Vanguard Financials ETF positions in Q1 2018 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2018 was Bank of America, an estimated $416M added.
  • The largest Vanguard Financials ETF seller in Q1 2018 was Ameriprise, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2018.