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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
BAM
526
Bellevue Asset Management
Washington
$12K
RA
527
Rise Advisors
New York
$12K
TC
528
Trust Company
Kansas
$12K
TVWM
529
Tower View Wealth Management
Wisconsin
$12K +$84 +1 +0.7%
FF
530
FourThought Financial
Florida
$11K +$11.7K +139 New
TCWM
531
Total Clarity Wealth Management
Illinois
$10K +$10.6K +125 New
CFFP
532
Center for Financial Planning
Michigan
$9K
LDFR
533
Lehman & Derafelo Financial Resources
Pennsylvania
$9K +$10.4K +123 New
FMTCOCP
534
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K
SIC
535
Salem Investment Counselors
North Carolina
$8K
TIM
536
Tortoise Investment Management
New York
$8K
NMG
537
New Millennium Group
Utah
$8K +$8.44K +100 New
SC
538
SouthState Corp
Florida
$7K -$7.6K -90 -50%
CPA
539
Cardiff Park Advisors
California
$7K
FA
540
Fortis Advisors
Pennsylvania
$7K +$84 +1 +1%
JFA
541
JNBA Financial Advisors
Minnesota
$7K +$929 +11 +14%
CMP
542
Coston McIsaac & Partners
Maine
$7K +$7.77K +92 New
FEG
543
Financial Enhancement Group
Indiana
$6K -$760 -9 -11%
MWM
544
Mascoma Wealth Management
New Hampshire
$6K
ME
545
McIlrath & Eck
Washington
$6K
COCM
546
Charter Oak Capital Management
New Hampshire
$6K +$84 +1 +1%
AW
547
ACG Wealth
Georgia
$6K +$6.59K +78 New
SFG
548
Steward Financial Group
Texas
$6K +$6.59K +78 New
TRCT
549
Tower Research Capital (TRC)
New York
$5K -$7.74M -91,631 -100%
AWM
550
Accel Wealth Management
Iowa
$5K

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.