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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
GAM
101
Garrison Asset Management
Arkansas
$2.4M +$4.47K +62 +0.2%
V
102
Veritable
Delaware
$2.31M +$11.7K +162 +0.5%
FFC
103
First Financial Corp
Indiana
$2.27M -$442K -6,122 -16%
OC
104
Oppenheimer & Co
New York
$2.27M +$524K +7,264 +29%
UCFA
105
United Capital Financial Advisors
Texas
$2.18M +$1.32M +18,250 +140%
SI
106
Stephens Inc
Arkansas
$2.14M +$265K +3,676 +14%
CCA
107
Clearwater Capital Advisors
Illinois
$2.14M +$481K +6,673 +28%
FWM
108
Focused Wealth Management
New York
$2.13M -$2.37M -32,915 -52%
Creative Planning
109
Creative Planning
Kansas
$2.13M +$96.3K +1,336 +5%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$2.1M -$29.6K -411 -1%
Vanguard Group
111
Vanguard Group
Pennsylvania
$2M +$68.9K +956 +3%
SPIA
112
Steward Partners Investment Advisory
New York
$1.96M +$873K +12,103 +75%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$1.91M +$774K +10,739 +64%
AWM
114
AE Wealth Management
Kansas
$1.9M +$1.41M +19,495 +250%
Northern Trust
115
Northern Trust
Illinois
$1.84M +$84.1K +1,166 +5%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$1.83M +$121K +1,673 +7%
IAM
117
Iridian Asset Management
Connecticut
$1.76M
BEAM
118
Baker Ellis Asset Management
Washington
$1.64M -$75K -1,040 -4%
IFWM
119
Institute for Wealth Management
Colorado
$1.56M -$992K -13,750 -38%
RMAM
120
Raab & Moskowitz Asset Management
New Jersey
$1.54M +$470K +6,524 +41%
SS
121
Simplicity Solutions
Minnesota
$1.51M +$1.57M +21,757 New
NG
122
NatWest Group
United Kingdom
$1.49M +$451K +6,248 +41%
AAM
123
Ascension Asset Management
New York
$1.49M
Citadel Advisors
124
Citadel Advisors
Florida
$1.48M +$734K +10,183 +92%
AIM
125
Anchor Investment Management
South Carolina
$1.46M +$327K +4,529 +27%

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.