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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
OFG
551
Oxford Financial Group
Indiana
$5K +$4.73K +56 +1,120%
C
552
Covestor
United Kingdom
$4K -$760 -9 -15%
RPCA
553
Running Point Capital Advisors
California
$4K
MMG
554
Monetary Management Group
Missouri
$4K +$4.05K +48 New
GG
555
Gleason Group
Kentucky
$4K +$4.73K +56 New
TAM
556
Tucker Asset Management
Colorado
$3.47K +$3.8K +45 New
WBC
557
West Branch Capital
Massachusetts
$3K
HS
558
Horan Securities
United States
$2K
VNA
559
Valley National Advisers
Pennsylvania
$2K
TCOV
560
Trust Company of Vermont
Vermont
$2K +$2.03K +24 New
FMP
561
Financial Management Professionals
Texas
$1K -$1.87M -22,149 -100%
CAL
562
Capital Analysts LLC
Pennsylvania
$1K +$507 +6 +75%
WIM
563
Westside Investment Management
California
$529
Bank of Montreal
564
Bank of Montreal
Ontario, Canada
$365 +$5.4K +64 +1%
PWS
565
Paragon Wealth Strategies
Florida
-$15.4M -164,439 Closed
CFP
566
Curran Financial Partners
South Carolina
-$8.06M -86,294 Closed
Citadel Advisors
567
Citadel Advisors
Florida
-$7.23M -85,597 Closed
MW
568
Marks Wealth
Maryland
-$7.83M -83,809 Closed
CCA
569
Cadent Capital Advisors
Oklahoma
-$5.9M -63,198 Closed
MFS
570
Mirabella Financial Services
United Kingdom
-$5.41M -56,700 Closed
BCP
571
Berkeley Capital Partners
Georgia
-$4.94M -52,871 Closed
TFA
572
Tranquilli Financial Advisor
New Jersey
-$3.67M -39,272 Closed
ACM
573
Absolute Capital Management
Pennsylvania
-$2.94M -31,526 Closed
SGCA
574
Steel Grove Capital Advisors
Tennessee
-$2.6M -27,897 Closed
MAP
575
Milestone Advisory Partners
North Carolina
-$1.86M -19,939 Closed

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.