We are live on ! Find out more
VFH icon

Vanguard Financials ETF
VFH

327 hedge funds and large institutions have $3.95B invested in Vanguard Financials ETF in 2017 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 121 increasing their positions, 74 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 21

64% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 74

50% more funds holding in top 10

Funds holding in top 10: 16 → 24 (+8)

19% more funds holding

Funds holding: 275 → 327 (+52)

10% more capital invested

Capital invested by funds: $3.6B → $3.95B (+$351M)

1.29% less ownership

Funds ownership: 55.45% → 54.17% (-1.3%)

20% less call options, than puts

Call options by funds: $1.98M | Put options by funds: $2.48M

Holders
327
Holders Change
+52
Holders Change %
+18.91%
% of All Funds
7.42%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.54%
New
74
Increased
121
Reduced
74
Closed
21
Calls
$1.98M
Puts
$2.48M
Net Calls
-$504K
Net Calls Change
-$2.58M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$58.1M
2
Jane Street
Jane Street
New York
+$14.2M
3
MIH
Madison Investment Holdings
Wisconsin
+$10.1M
4
Mariner
Mariner
Kansas
+$9.88M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$7.37M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$73.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.2M
3
APP
Avantax Planning Partners
Iowa
-$7.86M
4
BCM
Brookstone Capital Management
Illinois
-$6.06M
5
BHB
Bank Hapoalim BM
Israel
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$3.42M +$150K +2,218 +5%
NAMP
77
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.22M +$3.39K +50 +0.1%
MAS
78
Madden Advisory Services
Florida
$3.19M +$36.1K +533 +1%
MIAN
79
Mariner Independent Advisor Network
Kansas
$3.08M +$2.98M +43,961 New
Goldman Sachs
80
Goldman Sachs
New York
$3.06M -$1.29M -18,996 -30%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.96M -$935K -13,796 -25%
SB
82
Suntrust Banks
Georgia
$2.92M +$86.1K +1,271 +3%
CA
83
Calton & Associates
Florida
$2.92M +$2.66M +39,183 New
BC
84
Bartlett & Co
Ohio
$2.89M – – –
PP
85
Peconic Partners
New York
$2.8M – – –
CA
86
Cetera Advisors
Colorado
$2.77M +$317K +4,680 +13%
ST
87
Sabal Trust
Florida
$2.77M +$44.5K +657 +2%
Nomura Asset Management
88
Nomura Asset Management
Japan
$2.75M +$217K +3,200 +9%
CB
89
Chemical Bank
Michigan
$2.72M +$21.2K +313 +0.8%
FFC
90
First Financial Corp
Indiana
$2.72M -$56.9K -840 -2%
IFWM
91
Institute for Wealth Management
Colorado
$2.6M +$1.53M +22,525 +164%
KTC
92
Kistler-Tiffany Companies
Pennsylvania
$2.56M -$23.6K -348 -0.9%
PAG
93
Private Advisory Group
Washington
$2.54M +$199K +2,943 +9%
PAG
94
Private Advisor Group
New Jersey
$2.47M -$3.52M -51,998 -60%
BF
95
BOK Financial
Oklahoma
$2.44M -$57.2K -844 -2%
GAM
96
Garrison Asset Management
Arkansas
$2.42M +$227K +3,347 +11%
BTS
97
BB&T Securities
Virginia
$2.34M +$258K +3,813 +13%
V
98
Veritable
Delaware
$2.32M +$14.8K +218 +0.7%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$2.15M +$139K +2,054 +7%
BRWA
100
B. Riley Wealth Advisors
Florida
$2.08M -$203K -3,002 -9%
2 3
4
5 6

VFH Hedge Fund Activity: Q4 2017 in Review

327 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2017, worth a combined $3.95B — up 9.7% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new VFH positions and 21 closed out — a net gain of 53 holders — while 121 added to existing stakes and 74 trimmed.

The largest buyer was Ameriprise, adding an estimated $58.1M. The largest seller was Bank of America, cutting an estimated $73.8M.

  • 327 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2017, up from 275 in Q3 2017.
  • Funds reported $3.95B of Vanguard Financials ETF stock for Q4 2017, up 9.7% quarter-over-quarter.
  • 74 funds opened new Vanguard Financials ETF positions in Q4 2017 and 21 closed out, a net change of +53 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2017 was Ameriprise, an estimated $58.1M added.
  • The largest Vanguard Financials ETF seller in Q4 2017 was Bank of America, an estimated $73.8M sold.

Based on aggregated 13F filings for Q4 2017.