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Vanguard Financials ETF

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

91% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 79

57% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.92M

24% more capital invested

Capital invested by funds: $3.95B → $4.89B (+$938M)

10.72% more ownership

Funds ownership: 54.17%64.88% (+11%)

9% more funds holding

Funds holding: 327357 (+30)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.18%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
76
Archford Capital Strategies
Illinois
$3.59M +$4.98K +69 +0.1%
AWM
77
Aevitas Wealth Management
Massachusetts
$3.58M +$30.4K +422 +0.8%
SG Americas Securities
78
SG Americas Securities
New York
$3.47M +$2.13M +29,520 +144%
CA
79
Cetera Advisors
Colorado
$3.43M +$714K +9,898 +25%
NAMP
80
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.19M
CA
81
Calton & Associates
Florida
$3.16M +$454K +6,299 +16%
MIAN
82
Mariner Independent Advisor Network
Kansas
$3.14M +$85.4K +1,184 +3%
MAS
83
Madden Advisory Services
Florida
$3.09M -$79K -1,095 -2%
Goldman Sachs
84
Goldman Sachs
New York
$2.96M -$68.9K -955 -2%
ST
85
Sabal Trust
Florida
$2.95M +$205K +2,838 +7%
BCWM
86
Bartlett & Co Wealth Management
Ohio
$2.87M +$2.98M +41,302 New
BC
87
Bartlett & Co
Ohio
$2.87M
ECM
88
Exchange Capital Management
Michigan
$2.86M +$1.21M +16,750 +69%
PP
89
Peconic Partners
New York
$2.78M
SB
90
Suntrust Banks
Georgia
$2.77M -$131K -1,817 -4%
CB
91
Chemical Bank
Michigan
$2.68M -$23.7K -328 -0.8%
BF
92
BOK Financial
Oklahoma
$2.67M +$260K +3,609 +10%
CL
93
Choreo LLC
Illinois
$2.65M -$2.1M -29,064 -43%
BTS
94
BB&T Securities
Virginia
$2.59M +$283K +3,929 +12%
CF
95
Centaurus Financial
California
$2.58M +$912K +12,643 +52%
KTC
96
Kistler-Tiffany Companies
Pennsylvania
$2.56M +$22.5K +312 +0.9%
Nomura Asset Management
97
Nomura Asset Management
Japan
$2.53M -$202K -2,800 -7%
PAG
98
Private Advisory Group
Washington
$2.52M +$7.5K +104 +0.3%
HPWM
99
Highland Private Wealth Management
Washington
$2.52M +$2.62M +36,302 New
Jane Street
100
Jane Street
New York
$2.43M -$14.6M -201,903 -85%

VFH Hedge Fund Activity: Q1 2018 in Review

357 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2018, worth a combined $4.89B — up 24% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VFH positions and 23 closed out — a net gain of 32 holders — while 151 added to existing stakes and 79 trimmed.

The largest buyer was Bank of America, adding an estimated $416M. The largest seller was Ameriprise, cutting an estimated $26.4M.

  • 357 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2018, up from 327 in Q4 2017.
  • Funds reported $4.89B of Vanguard Financials ETF stock for Q1 2018, up 24% quarter-over-quarter.
  • 55 funds opened new Vanguard Financials ETF positions in Q1 2018 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2018 was Bank of America, an estimated $416M added.
  • The largest Vanguard Financials ETF seller in Q1 2018 was Ameriprise, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2018.