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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
ED
601
Exane Derivatives
France
-$285K -3,055 Closed
HTC
602
Haverford Trust Company
Pennsylvania
-$252K -2,701 Closed
SSWM
603
Sheets Smith Wealth Management
North Carolina
-$241K -2,577 Closed
RF
604
Rollins Financial
Georgia
-$238K -2,547 Closed
FANJ
605
Financial Architects (New Jersey)
New Jersey
-$235K -2,512 Closed
MW
606
MBL Wealth
North Carolina
-$233K -2,500 Closed
KeyBank National Association
607
KeyBank National Association
Ohio
-$232K -2,479 Closed
HCM
608
Hollencrest Capital Management
California
-$228K -2,445 Closed
H
609
HoyleCohen
California
-$225K -2,410 Closed
Walleye Capital
610
Walleye Capital
New York
-$224K -2,401 Closed
SG Americas Securities
611
SG Americas Securities
New York
-$224K -2,400 Closed
KWM
612
Kingsview Wealth Management
Oregon
-$224K -2,397 Closed
PPW
613
PACK Private Wealth
Minnesota
-$219K -2,350 Closed
WBCM
614
Wilson & Boucher Capital Management
California
-$217K -2,325 Closed
PP
615
PDS Planning
Ohio
-$211K -2,257 Closed
NL
616
NWAM LLC
Washington
-$209K -2,239 Closed
EWM
617
Evercore Wealth Management
New York
-$209K -2,237 Closed
AMBIA
618
Allen Mooney & Barnes Investment Advisors
Georgia
-$209K -2,235 Closed
CM
619
Capital Management
Virginia
-$209K -2,235 Closed
VAS
620
Vestmark Advisory Solutions
Massachusetts
-$208K -2,224 Closed
WFA
621
Wellspring Financial Advisors
Ohio
-$151K -1,621 Closed
BFC
622
Bedel Financial Consulting
Indiana
-$121K -1,300 Closed
Franklin Resources
623
Franklin Resources
California
-$93K -1,000 Closed
ZB
624
Zions Bancorporation
Utah
-$42K -446 Closed
PAG
625
Paladin Advisory Group
Iowa
-$37.5K -444 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.