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Vanguard Financials ETF
VFH

495 hedge funds and large institutions have $5.57B invested in Vanguard Financials ETF in 2021 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 185 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 28

166% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.42M

53% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 121

32% more capital invested

Capital invested by funds: $4.23B → $5.57B (+$1.34B)

12% more funds holding

Funds holding: 442 → 495 (+53)

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

1.52% more ownership

Funds ownership: 57.97% → 59.5% (+1.5%)

Holders
495
Holders Change
+53
Holders Change %
+11.99%
% of All Funds
8.69%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
84
Increased
185
Reduced
121
Closed
28
Calls
$3.78M
Puts
$1.42M
Net Calls
+$2.36M
Net Calls Change
+$995K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$159M
2
JP Morgan Chase
JP Morgan Chase
New York
+$154M
3
Bank of America
Bank of America
North Carolina
+$87.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$36.5M
5
Morgan Stanley
Morgan Stanley
New York
+$25.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$20.6M
2
UBS Group
UBS Group
Switzerland
-$10.4M
3
IPW
IronBridge Private Wealth
Texas
-$7.27M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.33M
5
RJA
Raymond James & Associates
Florida
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$2.87M -$39.9K -500 -1%
MM
102
Main Management
California
$2.85M -$99.7K -1,250 -4%
AWM
103
AE Wealth Management
Kansas
$2.82M +$525K +6,587 +25%
V
104
Veritable
Delaware
$2.7M +$7.89K +99 +0.3%
SGCA
105
Steel Grove Capital Advisors
Tennessee
$2.59M -$464K -5,824 -16%
PWP
106
Principle Wealth Partners
Connecticut
$2.51M +$11.6K +146 +0.5%
KAS
107
Kestra Advisory Services
Texas
$2.49M -$69K -865 -3%
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$2.48M +$1.87M +23,407 +393%
FFC
109
First Financial Corp
Indiana
$2.44M -$873K -10,945 -28%
GT
110
Glenmede Trust
Pennsylvania
$2.43M – – –
LGA
111
Lebenthal Global Advisors
New York
$2.39M +$2.24M +28,082 +11,233%
ASN
112
Advisory Services Network
Georgia
$2.38M +$148K +1,858 +7%
RWG
113
Ratio Wealth Group
Colorado
$2.28M +$2.15M +27,018 New
Nomura Asset Management
114
Nomura Asset Management
Japan
$2.26M +$733K +9,200 +53%
BCM
115
BCK Capital Management
Connecticut
$2.22M – – –
RMAM
116
Raab & Moskowitz Asset Management
New Jersey
$2.18M +$304K +3,816 +17%
Jane Street
117
Jane Street
New York
$2.13M +$2.01M +25,257 New
AWM
118
Aevitas Wealth Management
Massachusetts
$2.04M +$67.2K +843 +4%
Macquarie Group
119
Macquarie Group
Australia
$1.96M -$2.05M -25,715 Closed
IOOF
120
Independent Order of Foresters
Ontario, Canada
$1.96M -$203K -2,541 -10%
Bank of New York Mellon
121
Bank of New York Mellon
New York
$1.9M -$84K -1,053 -4%
Citigroup
122
Citigroup
New York
$1.89M +$89K +1,116 +5%
CIBC World Market
123
CIBC World Market
Ontario, Canada
$1.87M +$889K +11,145 +101%
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$1.79M -$775K -9,722 -31%
SI
125
Stephens Inc
Arkansas
$1.72M +$40.8K +512 +3%
3 4
5
6 7

VFH Hedge Fund Activity: Q1 2021 in Review

495 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2021, worth a combined $5.57B — up 32% from $4.23B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new VFH positions and 28 closed out — a net gain of 56 holders — while 185 added to existing stakes and 121 trimmed.

The largest buyer was Ameriprise, adding an estimated $159M. The largest seller was Fidelity Investments, cutting an estimated $20.6M.

  • 495 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2021, up from 442 in Q4 2020.
  • Funds reported $5.57B of Vanguard Financials ETF stock for Q1 2021, up 32% quarter-over-quarter.
  • 84 funds opened new Vanguard Financials ETF positions in Q1 2021 and 28 closed out, a net change of +56 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2021 was Ameriprise, an estimated $159M added.
  • The largest Vanguard Financials ETF seller in Q1 2021 was Fidelity Investments, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2021.