Vanguard Financials ETF
605 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 236 increasing their positions, 115 reducing their positions, and 37 closing their positions.
230% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 37
105% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 115
92% more call options, than puts
Call options by funds: $5.63M | Put options by funds: $2.94M
14% more funds holding
Funds holding: 531 → 605 (+74)
6% more capital invested
Capital invested by funds: $6.4B → $6.75B (+$355M)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
1.47% less ownership
Funds ownership: 59.29% → 57.82% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$85.6M |
| 2 |
Morgan Stanley
New York
|
+$42.9M |
| 3 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$35.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$33.9M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$99M |
| 2 |
Citigroup
New York
|
-$63M |
| 3 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$34.5M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$33.7M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$9.1M |
VFH Hedge Fund Activity: Q4 2021 in Review
605 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2021, worth a combined $6.75B — up 5.5% from $6.4B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new VFH positions and 37 closed out — a net gain of 85 holders — while 236 added to existing stakes and 115 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $85.6M. The largest seller was Bank of America, cutting an estimated $99M.
- 605 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2021, up from 531 in Q3 2021.
- Funds reported $6.75B of Vanguard Financials ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
- 122 funds opened new Vanguard Financials ETF positions in Q4 2021 and 37 closed out, a net change of +85 holders.
- The largest Vanguard Financials ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $85.6M added.
- The largest Vanguard Financials ETF seller in Q4 2021 was Bank of America, an estimated $99M sold.
Based on aggregated 13F filings for Q4 2021.