We are live on ! Find out more
VFH icon

Vanguard Financials ETF

101 hedge funds and large institutions have $1.03B invested in Vanguard Financials ETF in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more call options, than puts

Call options by funds: $1.46M | Put options by funds: $301K

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

15% more capital invested

Capital invested by funds: $892M → $1.03B (+$135M)

4.56% more ownership

Funds ownership: 44.86%49.43% (+4.6%)

3% more funds holding

Funds holding: 98101 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
11
Increased
37
Reduced
29
Closed
7
Calls
$1.46M
Puts
$301K
Net Calls
+$1.16M
Net Calls Change
+$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$461K +$76.1K +1,682 +20%
EFS
52
Essex Financial Services
Connecticut
$428K +$14.5K +320 +4%
CCMH
53
Cornerstone Capital Management Holdings
New York
$414K +$278K +6,133 +218%
LS
54
Lattice Strategies
Pennsylvania
$369K -$13.6K -300 -4%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$334K -$23.4K -518 -7%
GLRA
56
Gerald L. Ray & Associates
Texas
$334K
BC
57
Burney Company
Virginia
$322K -$4.75K -105 -1%
PFS
58
Prospera Financial Services
Texas
$311K +$304K +6,708 New
HighTower Advisors
59
HighTower Advisors
Illinois
$303K
OC
60
Oppenheimer & Co
New York
$297K +$4.75K +105 +2%
GIA
61
Granite Investment Advisors
New Hampshire
$297K +$23.8K +525 +9%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$283K -$32.1K -709 -10%
PAG
63
Pinnacle Advisory Group
Maryland
$273K
BBA
64
BLB&B Advisors
Pennsylvania
$264K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$261K +$36.7K +810 +17%
Vanguard Group
66
Vanguard Group
Pennsylvania
$251K +$245K +5,419 New
BFA
67
Bragg Financial Advisors
North Carolina
$246K
CA
68
Capital Advantage
California
$232K -$18.2K -402 -7%
ICOA
69
Investment Centers of America
North Dakota
$217K -$76K -1,680 -26%
NES
70
New England Securities
New York
$216K -$4.39K -97 -2%
AAM
71
Autus Asset Management
Arizona
$207K +$202K +4,470 New
MAS
72
Madden Advisory Services
Florida
$196K +$152K +3,360 +384%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$159K -$17K -375 -10%
IFWM
74
Institute for Wealth Management
Colorado
$149K -$37.6K -830 -21%
NSIM
75
North Star Investment Management
Illinois
$119K

VFH Hedge Fund Activity: Q2 2014 in Review

101 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2014, worth a combined $1.03B — up 15% from $892M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new VFH positions and 7 closed out — a net gain of 4 holders — while 37 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $68.3M. The largest seller was 1832 Asset Management, cutting an estimated $19.8M.

  • 101 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2014, up from 98 in Q1 2014.
  • Funds reported $1.03B of Vanguard Financials ETF stock for Q2 2014, up 15% quarter-over-quarter.
  • 11 funds opened new Vanguard Financials ETF positions in Q2 2014 and 7 closed out, a net change of +4 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2014 was Bank of America, an estimated $68.3M added.
  • The largest Vanguard Financials ETF seller in Q2 2014 was 1832 Asset Management, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2014.