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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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$17.5M +$6.89M +81,633 +58%
TAS
27
TIFF Advisory Services
Pennsylvania
$16.5M
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$15.8M +$12.4M +147,305 +256%
EC
29
Estate Counselors
Wisconsin
$15.1M +$80.2K +950 +0.5%
FSC
30
Full Sail Capital
Oklahoma
$15.1M -$23K -272 -0.1%
SF
31
Synovus Financial
Georgia
$14.6M +$96.7K +1,145 +0.6%
MIM
32
Morningstar Investment Management
Illinois
$14.5M
CG
33
Colony Group
Massachusetts
$14.2M +$178K +2,111 +1%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$14.2M +$4.45M +52,708 +40%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$14.1M +$3.22M +38,122 +26%
HighTower Advisors
36
HighTower Advisors
Illinois
$13.4M -$1.9M -22,527 -11%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$13.2M +$2.56M +30,277 +22%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$12.6M -$876K -10,375 -6%
TCOO
39
Trust Company of Oklahoma
Oklahoma
$12.5M -$231K -2,732 -2%
NFC
40
Northeast Financial Consultants
Connecticut
$12.2M -$332K -3,926 -2%
Financial Engines Advisors
41
Financial Engines Advisors
California
$11.3M -$174K -2,060 -1%
AIC
42
Ayalon Insurance Company
Israel
$11.2M -$2.03M -24,030 -14%
HW
43
Hamilton Wealth
California
$10.5M +$127K +1,499 +1%
CMA
44
Cedar Mountain Advisors
Oregon
$10.2M +$191K +2,264 +2%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$10.1M -$4.54M -53,813 -29%
Mariner
46
Mariner
Kansas
$10.1M +$438K +5,192 +4%
CWM
47
CMH Wealth Management
New Hampshire
$9.71M +$736K +8,722 +7%
FT
48
Fiduciary Trust
Massachusetts
$9.47M -$115K -1,362 -1%
AAS
49
Avantax Advisory Services
Texas
$9.32M +$1.62M +19,155 +19%
WA
50
WBH Advisory
Maryland
$9.27M -$940K -11,132 -9%

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.