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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
MPWT
101
MassMutual Private Wealth & Trust
Connecticut
$2.48M +$341K +4,825 +16%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$2.48M +$216K +3,058 +9%
OC
103
Oppenheimer & Co
New York
$2.43M -$68K -962 -3%
ACS
104
Archford Capital Strategies
Illinois
$2.4M -$493K -6,975 -17%
PAG
105
Private Advisory Group
Washington
$2.38M -$37.5K -530 -1%
V
106
Veritable
Delaware
$2.31M
KTC
107
Kistler-Tiffany Companies
Pennsylvania
$2.3M -$51.4K -727 -2%
UCFA
108
United Capital Financial Advisors
Texas
$2.29M -$28.6K -405 -1%
AWM
109
AE Wealth Management
Kansas
$2.2M +$134K +1,898 +6%
RMAM
110
Raab & Moskowitz Asset Management
New Jersey
$2.17M +$281K +3,976 +15%
GAM
111
Garrison Asset Management
Arkansas
$2.16M -$209K -2,958 -9%
CT
112
CPF Texas
Texas
$2.15M +$2.19M +30,990 New
CCA
113
Clearwater Capital Advisors
Illinois
$2.08M -$171K -2,415 -7%
Vanguard Group
114
Vanguard Group
Pennsylvania
$2.01M +$17.5K +247 +0.9%
KIA
115
KCM Investment Advisors
California
$1.96M +$1.17M +16,613 +142%
CC
116
Callan Capital
California
$1.91M +$282K +3,983 +17%
Northern Trust
117
Northern Trust
Illinois
$1.89M -$29.4K -416 -2%
SS
118
Simplicity Solutions
Minnesota
$1.85M +$167K +2,369 +10%
IAM
119
Iridian Asset Management
Connecticut
$1.76M
FWM
120
Focused Wealth Management
New York
$1.69M -$65.4K -925 -4%
AIM
121
Anchor Investment Management
South Carolina
$1.64M +$86.6K +1,225 +5%
BEAM
122
Baker Ellis Asset Management
Washington
$1.59M +$42.4K +600 +3%
AAM
123
Ascension Asset Management
New York
$1.57M
TF
124
TIAA FSB
Florida
$1.55M +$316K +4,466 +25%
WPW
125
Waldron Private Wealth
Pennsylvania
$1.49M +$461K +6,520 +43%

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.