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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
GAM
626
Gemmer Asset Management
California
-$34K -366 Closed
EPM
627
Elm Partners Management
Pennsylvania
-$33K -350 Closed
HWMA
628
Heritage Wealth Management (Arizona)
Arizona
-$25K -266 Closed
RFWA
629
RPg Family Wealth Advisory
Massachusetts
-$24.7K -265 Closed
HF
630
Halpern Financial
Virginia
-$24.2K -259 Closed
PCG
631
Private Capital Group
Connecticut
-$23K -244 Closed
CAGAS
632
Capital Advisory Group Advisory Services
Minnesota
-$19K -200 Closed
SC
633
Solstein Capital
California
-$18K -192 Closed
CFN
634
Cordasco Financial Network
Florida
-$16K -166 Closed
HA
635
Herold Advisors
New York
-$11.8K -126 Closed
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$11K -113 Closed
EWM
637
EPG Wealth Management
Georgia
-$10K -103 Closed
TLCM
638
Twin Lakes Capital Management
California
-$10K -102 Closed
Optiver Holding
639
Optiver Holding
Netherlands
-$8K -90 Closed
FAG
640
Fortitude Advisory Group
Washington
-$6K -61 Closed
MAM
641
McCarthy Asset Management
California
-$5K -51 Closed
PFA
642
Professional Financial Advisors
Nebraska
-$4K -46 Closed
HPC
643
HM Payson & Co
Maine
-$4K -43 Closed
SQA
644
Simon Quick Advisors
New Jersey
-$3K -28 Closed
WTA
645
Washington Trust Advisors
Massachusetts
-$1K -12 Closed
HI
646
Hudock Inc
Pennsylvania
+$760 +9 New

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.