We are live on ! Find out more
VFH icon

Vanguard Financials ETF

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $3.92B → $4.34B (+$422M)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.97% more ownership

Funds ownership: 57.19%58.16% (+0.97%)

3% less funds holding

Funds holding: 376364 (-12)

14% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 136

20% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 41

Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.91%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
Net Calls
+$2.81M
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$10.1M +$1.76M +25,988 +22%
AIC
27
Ayalon Insurance Company
Israel
$10.1M +$611K +9,003 +7%
HighTower Advisors
28
HighTower Advisors
Illinois
$10M +$877K +12,928 +10%
NSLI
29
Nan Shan Life Insurance
Taiwan
$9.51M
CS
30
Credit Suisse
Switzerland
$9.38M +$973K +14,342 +12%
BFG
31
Bouchey Financial Group
New York
$8.99M +$508K +7,481 +6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$8.92M -$955K -14,080 -10%
JIC
33
Johnson Investment Counsel
Ohio
$8.46M -$644K -9,489 -7%
Mariner
34
Mariner
Kansas
$8.41M -$2.94M -43,356 -26%
EWG
35
Executive Wealth Group
Washington
$8.24M +$31.6K +466 +0.4%
DY
36
Dowling & Yahnke
California
$8.12M -$562K -8,280 -7%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$8.1M -$871K -12,837 -10%
AG
38
Advisor Group
Arizona
$7.89M +$1.26M +18,565 +19%
DC
39
Derby & Company
Massachusetts
$7.89M +$158K +2,333 +2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$6.69M -$1.19M -17,550 -15%
APP
41
Avantax Planning Partners
Iowa
$6.32M -$50.6M -746,052 -89%
OAM
42
Oppenheimer Asset Management
New York
$6.21M +$25.4K +374 +0.4%
BS
43
Banco Santander
Spain
$6.14M -$1.04M -15,339 -15%
KIA
44
KCM Investment Advisors
California
$6.09M +$976K +14,383 +19%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6M -$149K -2,194 -2%
SCM
46
SOL Capital Management
Maryland
$5.71M -$166K -2,450 -3%
KC
47
Kingfisher Capital
North Carolina
$5.52M -$56.6K -834 -1%
QA
48
Quantitative Advantage
Minnesota
$5.5M -$467K -6,883 -8%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$5.3M +$71K +1,046 +1%
Jane Street
50
Jane Street
New York
$5.3M +$3.51M +51,775 +207%

VFH Hedge Fund Activity: Q2 2019 in Review

364 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2019, worth a combined $4.34B — up 11% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of VFH and 33 opened new positions — a net loss of 8 holders — while 136 trimmed existing stakes and 117 added.

The largest buyer was JP Morgan Chase, adding an estimated $190M. The largest seller was Avantax Planning Partners, cutting an estimated $50.6M.

  • 364 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2019, down from 376 in Q1 2019.
  • Funds reported $4.34B of Vanguard Financials ETF stock for Q2 2019, up 11% quarter-over-quarter.
  • 33 funds opened new Vanguard Financials ETF positions in Q2 2019 and 41 closed out, a net change of -8 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $190M added.
  • The largest Vanguard Financials ETF seller in Q2 2019 was Avantax Planning Partners, an estimated $50.6M sold.

Based on aggregated 13F filings for Q2 2019.