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Vanguard Financials ETF
VFH

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,012% more call options, than puts

Call options by funds: $7.51M | Put options by funds: $676K

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

30% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 73

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

7% more funds holding

Funds holding: 243 → 260 (+17)

3% less capital invested

Capital invested by funds: $2.61B → $2.52B (-$89M)

3.06% less ownership

Funds ownership: 45.85% → 42.79% (-3.1%)

Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.48%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

Rank Fund Capital Flow
1
QIM
Quantitative Investment Management
Virginia
+$16.6M
2
APP
Avantax Planning Partners
Iowa
+$13.6M
3
DOA
D'Orazio & Associates
Virginia
+$11.6M
4
Wells Fargo
Wells Fargo
California
+$11.2M
5
Ameriprise
Ameriprise
Minnesota
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$209M
2
Citigroup
Citigroup
New York
-$19.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$15.1M
4
CS
Credit Suisse
Switzerland
-$14.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$2.04M -$8.64K -143 -0.4%
V
77
Veritable
Delaware
$2M -$3.5K -58 -0.2%
GAM
78
Garrison Asset Management
Arkansas
$1.97M -$18.1K -300 -0.9%
PAG
79
Private Advisory Group
Washington
$1.87M +$36.7K +607 +2%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$1.87M +$321K +5,321 +22%
FMP
81
Financial Management Professionals
Texas
$1.87M -$219K -3,620 -11%
WI
82
WBI Investments
New Jersey
$1.87M +$1.8M +29,876 New
GIA
83
Granite Investment Advisors
New Hampshire
$1.78M +$165K +2,725 +11%
SI
84
Stephens Inc
Arkansas
$1.7M +$131K +2,161 +9%
Creative Planning
85
Creative Planning
Kansas
$1.65M +$49.2K +815 +3%
BEAM
86
Baker Ellis Asset Management
Washington
$1.63M +$6.04K +100 +0.4%
AIM
87
Allen Investment Management
New York
$1.58M – – –
AA
88
Advisory Alpha
Michigan
$1.55M +$83.9K +1,389 +6%
GT
89
Greenleaf Trust
Michigan
$1.54M +$1.49M +24,637 New
OC
90
Oppenheimer & Co
New York
$1.49M -$103K -1,699 -7%
Northern Trust
91
Northern Trust
Illinois
$1.47M +$89.2K +1,477 +7%
AHC
92
Anderson Hoagland & Co
Missouri
$1.41M +$403K +6,670 +42%
BTS
93
BB&T Securities
Virginia
$1.41M +$522K +8,641 +62%
IAM
94
Iridian Asset Management
Connecticut
$1.4M – – –
JMPWA
95
JP Morgan Private Wealth Advisors
California
$1.34M +$242K +4,003 +23%
PAG
96
Pinnacle Advisory Group
Maryland
$1.33M -$3.26K -54 -0.3%
CCA
97
Clearwater Capital Advisors
Illinois
$1.28M +$303K +5,010 +33%
IA
98
IFP Advisors
Florida
$1.19M -$100K -1,663 -8%
IFWM
99
Institute for Wealth Management
Colorado
$1.18M +$1.14M +18,851 New
CIM
100
Cetera Investment Management
California
$1.17M -$224K -3,701 -17%
2 3
4
5 6

VFH Hedge Fund Activity: Q2 2017 in Review

260 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2017, worth a combined $2.52B — down 3.4% from $2.61B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VFH positions and 20 closed out — a net gain of 20 holders — while 95 added to existing stakes and 73 trimmed.

The largest buyer was Quantitative Investment Management, opening a new position worth an estimated $16.6M. The largest seller was Bank of America, cutting an estimated $209M.

  • 260 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2017, up from 243 in Q1 2017.
  • Funds reported $2.52B of Vanguard Financials ETF stock for Q2 2017, down 3.4% quarter-over-quarter.
  • 40 funds opened new Vanguard Financials ETF positions in Q2 2017 and 20 closed out, a net change of +20 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2017 was Quantitative Investment Management, an estimated $16.6M added.
  • The largest Vanguard Financials ETF seller in Q2 2017 was Bank of America, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2017.