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Vanguard Financials ETF

373 hedge funds and large institutions have $4.68B invested in Vanguard Financials ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $881K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 103

4% more funds holding

Funds holding: 357373 (+16)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$187M)

0.07% less ownership

Funds ownership: 56.91%56.84% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.43%
New
44
Increased
144
Reduced
103
Closed
28
Calls
$3.95M
Puts
$881K
Net Calls
+$3.07M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
I
51
INVST
Indiana
$6.3M +$698K +9,870 +12%
PL
52
Polianta Ltd
Jersey
$6.28M +$318K +4,500 +5%
OAM
53
Oppenheimer Asset Management
New York
$5.99M +$424K +5,992 +7%
CWM
54
Cornerstone Wealth Management
Missouri
$5.95M -$6.13M -86,708 -18%
Lazard Asset Management
55
Lazard Asset Management
New York
$5.8M +$5.91M +83,606 New
PAG
56
Private Advisor Group
New Jersey
$5.8M +$3.35M +47,389 +131%
KC
57
Kingfisher Capital
North Carolina
$5.63M +$41.1K +581 +0.7%
AG
58
Advisor Group
Arizona
$5.43M +$450K +6,369 +9%
NWS
59
Newport Wealth Strategies
California
$5.19M -$104K -1,470 -2%
EFS
60
Essex Financial Services
Connecticut
$5.17M -$236K -3,336 -4%
SWP
61
Stratos Wealth Partners
Ohio
$5.16M +$123K +1,735 +2%
CS
62
Credit Suisse
Switzerland
$5.12M -$1.1M -15,499 -17%
CI
63
CX Institutional
Indiana
$4.96M +$5.05M +71,440 New
KTA
64
Keeley-Teton Advisors
Illinois
$4.88M +$25.4K +359 +0.5%
VAM
65
Visionary Asset Management
Texas
$4.63M +$51.1K +723 +1%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$4.63M +$65.3K +924 +1%
Janus Henderson Group
67
Janus Henderson Group
United Kingdom
$4.59M +$115K +1,633 +3%
CWM
68
CMH Wealth Management
New Hampshire
$4.44M +$384K +5,430 +9%
NG
69
NatWest Group
United Kingdom
$4.23M +$18.3K +259 +0.4%
Stifel Financial
70
Stifel Financial
Missouri
$4.21M -$571K -8,083 -12%
GI
71
Glovista Investments
New Jersey
$4.05M -$27.7M -391,469 -87%
ST
72
Sabal Trust
Florida
$4.01M +$435K +6,154 +12%
GIA
73
Granite Investment Advisors
New Hampshire
$3.99M +$92.7K +1,312 +2%
Jane Street
74
Jane Street
New York
$3.81M +$466K +6,592 +14%
CA
75
Cetera Advisors
Colorado
$3.76M +$583K +8,242 +18%

VFH Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2018, worth a combined $4.68B — up 4.2% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VFH positions and 28 closed out — a net gain of 16 holders — while 144 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $48.9M. The largest seller was Glovista Investments, cutting an estimated $27.7M.

  • 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2018, up from 357 in Q2 2018.
  • Funds reported $4.68B of Vanguard Financials ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Financials ETF positions in Q3 2018 and 28 closed out, a net change of +16 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2018 was Bank of America, an estimated $48.9M added.
  • The largest Vanguard Financials ETF seller in Q3 2018 was Glovista Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2018.