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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
QA
51
Quantitative Advantage
Minnesota
$8.88M +$368K +4,353 +4%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.85M -$79.6K -943 -0.8%
Creative Planning
53
Creative Planning
Kansas
$8.57M +$1.49M +17,639 +19%
EWG
54
Executive Wealth Group
Washington
$8.41M -$21.3K -252 -0.2%
RWG
55
Ratio Wealth Group
Colorado
$7.78M -$439K -5,203 -5%
AA
56
ALPS Advisors
Colorado
$7.44M -$2.17M -25,681 -21%
PCWA
57
Pacific Capital Wealth Advisors
California
$7.38M +$1.78M +21,078 +28%
HIIFS
58
Harel Insurance Investments & Financial Services
Israel
$7.33M
MM
59
Main Management
California
$7.03M +$4.9M +58,003 +175%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$6.93M +$338K +4,007 +5%
MMA
61
Miracle Mile Advisors
California
$6.73M +$4.43M +52,439 +151%
JF
62
Joule Financial
Kentucky
$6.49M +$7.09M +84,015 New
EWA
63
Evolution Wealth Advisors
Florida
$6.22M +$6.8M +80,560 New
DY
64
Dowling & Yahnke
California
$6.13M +$8.95K +106 +0.1%
ECM
65
Exchange Capital Management
Michigan
$5.96M -$59K -699 -0.9%
MFG
66
Merit Financial Group
Georgia
$5.92M +$6.48M +76,690 New
Jane Street
67
Jane Street
New York
$5.86M +$3.17M +37,599 +98%
AFS
68
Axiom Financial Strategies
Indiana
$5.74M -$844 -10 -0%
GA
69
Greytown Advisors
Florida
$5.58M -$25.2K -299 -0.4%
KWM
70
Keebeck Wealth Management
Illinois
$5.27M
P
71
Pariax
California
$5.09M +$171K +2,025 +3%
MML Investors Services
72
MML Investors Services
Massachusetts
$4.99M +$603K +7,139 +12%
BS
73
Banco Santander
Spain
$4.76M -$482K -5,706 -8%
CA
74
Calton & Associates
Florida
$4.67M +$219K +2,590 +4%
AIM
75
Allen Investment Management
New York
$4.57M +$4.13M +48,922 +477%

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.