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Vanguard Financials ETF

373 hedge funds and large institutions have $4.68B invested in Vanguard Financials ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $881K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 103

4% more funds holding

Funds holding: 357373 (+16)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$187M)

0.07% less ownership

Funds ownership: 56.91%56.84% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.43%
New
44
Increased
144
Reduced
103
Closed
28
Calls
$3.95M
Puts
$881K
Net Calls
+$3.07M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Calton & Associates
Florida
$3.71M +$136K +1,924 +4%
MGIA
77
Matthew Goff Investment Advisor
Texas
$3.65M +$2.06M +29,092 +123%
BTS
78
BB&T Securities
Virginia
$3.6M +$253K +3,583 +7%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$3.6M +$1.96M +27,780 +115%
IA
80
IFP Advisors
Florida
$3.58M -$41.2K -583 -1%
Citigroup
81
Citigroup
New York
$3.54M -$26.7M -377,372 -88%
MIAN
82
Mariner Independent Advisor Network
Kansas
$3.39M +$3.45M +48,840 New
AWM
83
Aevitas Wealth Management
Massachusetts
$3.38M -$90.6K -1,282 -3%
MAS
84
Madden Advisory Services
Florida
$3.25M +$94.4K +1,335 +3%
SB
85
Suntrust Banks
Georgia
$3.19M -$17K -240 -0.5%
NAMP
86
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.17M -$57.7K -817 -2%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$3.05M -$3.24M -45,828 -51%
GA
88
Greytown Advisors
Florida
$3.02M -$2.25M -31,832 -42%
FFC
89
First Financial Corp
Indiana
$2.99M +$2.69K +38 +0.1%
CI
90
Cavalier Investments
Georgia
$2.88M +$2.94M +41,572 New
BCWM
91
Bartlett & Co Wealth Management
Ohio
$2.87M
BC
92
Bartlett & Co
Ohio
$2.87M
ECM
93
Exchange Capital Management
Michigan
$2.83M -$89.6K -1,268 -3%
CB
94
Chemical Bank
Michigan
$2.8M +$11.7K +165 +0.4%
Creative Planning
95
Creative Planning
Kansas
$2.8M +$329K +4,652 +13%
PP
96
Peconic Partners
New York
$2.77M
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.74M +$2.59M +36,664 +1,313%
SPIA
98
Steward Partners Investment Advisory
New York
$2.7M +$623K +8,813 +29%
BF
99
BOK Financial
Oklahoma
$2.65M -$13.6K -192 -0.5%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$2.5M +$88.6K +1,254 +4%

VFH Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2018, worth a combined $4.68B — up 4.2% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VFH positions and 28 closed out — a net gain of 16 holders — while 144 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $48.9M. The largest seller was Glovista Investments, cutting an estimated $27.7M.

  • 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2018, up from 357 in Q2 2018.
  • Funds reported $4.68B of Vanguard Financials ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Financials ETF positions in Q3 2018 and 28 closed out, a net change of +16 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2018 was Bank of America, an estimated $48.9M added.
  • The largest Vanguard Financials ETF seller in Q3 2018 was Glovista Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2018.