VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

275 hedge funds and large institutions have $3.6B invested in Vanguard Financials ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
6.87%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.4%
New
35
Increased
114
Reduced
67
Closed
16
Calls
$6.62M
Puts
$4.54M
Net Calls
+$2.08M
Net Calls Change
-$4.76M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.63B
2
Ameriprise
2
Ameriprise
Minnesota
$137M
3
Morgan Stanley
3
Morgan Stanley
New York
$212M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$6.41M
5
BCM
5
Brookstone Capital Management
Illinois
$6.06M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$334M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$40.5M
3
QIM
3
Quantitative Investment Management
Virginia
$12.7M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
101
Stephens Inc
Arkansas
$1.59M -$189K -2,887 -11%
AI
102
Atria Investments
North Carolina
$1.56M +$910K +13,927 +140%
IAM
103
Iridian Asset Management
Connecticut
$1.47M – – –
CCA
104
Clearwater Capital Advisors
Illinois
$1.46M +$128K +1,931 +10%
DBT
105
Dubuque Bank & Trust
Iowa
$1.3M +$533K +8,153 +69%
IA
106
IFP Advisors
Florida
$1.26M +$10.3K +158 +0.8%
CCM
107
Condor Capital Management
New Jersey
$1.22M +$2.55K +39 +0.2%
RG
108
Rikoon Group
New Mexico
$1.13M – – –
ECM
109
Exchange Capital Management
Michigan
$1.12M +$119K +1,829 +12%
SIAS
110
Shine Investment Advisory Services
Colorado
$1.11M – – –
CB
111
Community Bank
New York
$1.09M – – –
SI
112
SII Investments
Wisconsin
$1.08M -$94.4K -1,439 -8%
TF
113
TIAA FSB
Florida
$1.07M +$43K +658 +4%
SPIA
114
Steward Partners Investment Advisory
New York
$1.06M +$27.5K +421 +3%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$1.04M +$462K +7,074 +80%
NG
116
NatWest Group
United Kingdom
$1.03M +$175K +2,685 +21%
RMAM
117
Raab & Moskowitz Asset Management
New Jersey
$1.03M +$219K +3,271 +27%
GT
118
Glenmede Trust
Pennsylvania
$1.02M +$65.3K +1,000 +7%
PP
119
PagnatoKarp Partners
Virginia
$1.02M +$1.02M +15,466 New
HCM
120
HM Capital Management
Missouri
$1.01M -$719 -11 -0.1%
PV
121
Private Vista
Illinois
$1M – – –
IWM
122
IHT Wealth Management
Illinois
$985K -$18.6K -281 -2%
SFS
123
Sowell Financial Services
Arkansas
$939K -$94K -1,401 -9%
VFA
124
Voya Financial Advisors
Connecticut
$921K +$110K +1,691 +14%
IFWM
125
Institute for Wealth Management
Colorado
$899K -$333K -5,100 -27%
3 4
5
6 7