VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

357 hedge funds and large institutions have $4.16B invested in Vanguard Financials ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
7.84%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
39
Increased
92
Reduced
132
Closed
42
Calls
$3.17M
Puts
$456K
Net Calls
+$2.71M
Net Calls Change
-$94K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$419M
2
SB
2
Suntrust Banks
Georgia
$28.4M
3
PL
3
Polianta Ltd
Jersey
$11.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$32.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$7.75M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.94B
2
Ameriprise
2
Ameriprise
Minnesota
$48.2M
3
UBS Group
3
UBS Group
Switzerland
$136M
4
DOA
4
D'Orazio & Associates
Virginia
$15.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
101
Garrison Asset Management
Arkansas
$2.04M -$70.4K -1,006 -3%
RMAM
102
Raab & Moskowitz Asset Management
New Jersey
$2.04M -$13.9K -199 -0.7%
WP
103
WealthSource Partners
California
$2.03M -$123K -1,763 -6%
MIAN
104
Mariner Independent Advisor Network
Kansas
$1.97M -$726K -10,602 -27%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$1.92M +$1.09M +15,534 +131%
AIM
106
Anchor Investment Management
South Carolina
$1.86M +$52.4K +748 +3%
AWM
107
Aevitas Wealth Management
Massachusetts
$1.81M -$27.4K -391 -1%
SWA
108
Stratos Wealth Advisors
Ohio
$1.68M -$32.3K -461 -2%
AI
109
Atria Investments
North Carolina
$1.66M +$79K +1,129 +5%
ACA
110
Atlas Capital Advisors
Wyoming
$1.65M +$539K +7,694 +49%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$1.6M – – –
TRCT
112
Tower Research Capital (TRC)
New York
$1.56M -$1.77M -25,245 -53%
GI
113
GAMCO Investors
Connecticut
$1.5M -$102K -1,450 -6%
Millennium Management
114
Millennium Management
New York
$1.5M +$1.5M +21,409 New
IAM
115
Iridian Asset Management
Connecticut
$1.45M +$147K +2,103 +11%
MCWS
116
McKinley Carter Wealth Services
West Virginia
$1.41M -$72.2K -1,032 -5%
PWAC
117
Private Wealth Advisors (California)
California
$1.37M -$15.3K -218 -1%
5L
118
55I LLC
Massachusetts
$1.37M +$914K +13,063 +203%
William Blair & Company
119
William Blair & Company
Illinois
$1.36M -$215K -3,068 -14%
RG
120
Rikoon Group
New Mexico
$1.22M – – –
SIAS
121
Shine Investment Advisory Services
Colorado
$1.22M – – –
AFNAS
122
American Financial Network Advisory Services
California
$1.21M -$929K -13,275 -43%
AAS
123
Avantax Advisory Services
Texas
$1.21M +$80.2K +1,143 +7%
NWS
124
Newport Wealth Strategies
California
$1.2M -$398K -5,680 -25%
DI
125
DAGCO Inc
Ohio
$1.2M +$158K +2,255 +15%
3 4
5
6 7