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Vanguard Financials ETF

373 hedge funds and large institutions have $4.68B invested in Vanguard Financials ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $881K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 103

4% more funds holding

Funds holding: 357373 (+16)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$187M)

0.07% less ownership

Funds ownership: 56.91%56.84% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.43%
New
44
Increased
144
Reduced
103
Closed
28
Calls
$3.95M
Puts
$881K
Net Calls
+$3.07M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$12.5M -$741K -10,487 -6%
WA
27
WBH Advisory
Maryland
$12.1M -$149K -2,114 -1%
SF
28
Synovus Financial
Georgia
$11.9M +$1.3M +18,393 +12%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$11.4M +$63.2K +894 +0.5%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$11.3M +$828K +11,713 +8%
JIC
31
Johnson Investment Counsel
Ohio
$10.9M -$462K -6,538 -4%
HighTower Advisors
32
HighTower Advisors
Illinois
$10.9M +$309K +4,366 +3%
CM
33
Columbus Macro
Pennsylvania
$10.8M -$199K -2,818 -2%
AIC
34
Ayalon Insurance Company
Israel
$10.8M +$35.3K +500 +0.3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$10.7M -$1.15M -16,281 -10%
Goldman Sachs
36
Goldman Sachs
New York
$10.4M +$7.2M +101,904 +210%
JP Morgan Chase
37
JP Morgan Chase
New York
$10.4M -$1.34M -18,942 -11%
MML Investors Services
38
MML Investors Services
Massachusetts
$10.1M +$3.03M +42,905 +42%
MIH
39
Madison Investment Holdings
Wisconsin
$8.28M -$1.94M -27,404 -19%
EWG
40
Executive Wealth Group
Washington
$8.18M +$36K +510 +0.4%
BFG
41
Bouchey Financial Group
New York
$8.15M -$657K -9,293 -7%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.47M +$3.69M +52,225 +94%
DY
43
Dowling & Yahnke
California
$7.41M -$521K -7,372 -6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$7.41M +$1.04M +14,664 +16%
SG Americas Securities
45
SG Americas Securities
New York
$7.32M -$135K -1,911 -2%
QA
46
Quantitative Advantage
Minnesota
$7.24M -$3.48M -49,173 -32%
BS
47
Banco Santander
Spain
$7.05M +$982K +13,890 +16%
DC
48
Derby & Company
Massachusetts
$6.89M +$265K +3,746 +4%
AA
49
Apriem Advisors
California
$6.63M +$31.1K +440 +0.5%
SCM
50
SOL Capital Management
Maryland
$6.34M -$48.3K -683 -0.7%

VFH Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2018, worth a combined $4.68B — up 4.2% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VFH positions and 28 closed out — a net gain of 16 holders — while 144 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $48.9M. The largest seller was Glovista Investments, cutting an estimated $27.7M.

  • 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2018, up from 357 in Q2 2018.
  • Funds reported $4.68B of Vanguard Financials ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Financials ETF positions in Q3 2018 and 28 closed out, a net change of +16 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2018 was Bank of America, an estimated $48.9M added.
  • The largest Vanguard Financials ETF seller in Q3 2018 was Glovista Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2018.