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Vanguard Financials ETF
VFH

515 hedge funds and large institutions have $6.32B invested in Vanguard Financials ETF in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 207 increasing their positions, 127 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 33

63% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 127

46% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $2.47M

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

13% more capital invested

Capital invested by funds: $5.57B → $6.32B (+$750M)

4% more funds holding

Funds holding: 495 → 515 (+20)

1.28% less ownership

Funds ownership: 59.5% → 58.22% (-1.3%)

Holders
515
Holders Change
+20
Holders Change %
+4.04%
% of All Funds
8.96%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
62
Increased
207
Reduced
127
Closed
33
Calls
$3.61M
Puts
$2.47M
Net Calls
+$1.14M
Net Calls Change
-$1.22M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$118M
2
Bank of America
Bank of America
North Carolina
+$82.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$52.8M
4
PL
Polianta Ltd
Jersey
+$13.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$67.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$50.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.2M
4
AIC
Ameritas Investment Company
Nebraska
-$13.7M
5
MIM
Morningstar Investment Management
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
101
55I LLC
Massachusetts
$3.3M -$129K -1,425 -4%
PAG
102
Private Advisor Group
New Jersey
$3.2M +$130K +1,444 +4%
MMA
103
Miracle Mile Advisors
California
$3.15M -$4.7K -52 -0.1%
RWG
104
Ratio Wealth Group
Colorado
$3.14M +$694K +7,685 +28%
KAS
105
Kestra Advisory Services
Texas
$3.09M +$423K +4,681 +16%
MM
106
Main Management
California
$3M -$58K -642 -2%
CI
107
Cavalier Investments
Georgia
$2.97M +$2.97M +32,846 New
V
108
Veritable
Delaware
$2.89M – – –
ASN
109
Advisory Services Network
Georgia
$2.75M +$195K +2,159 +8%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$2.74M +$80.3K +889 +3%
PWP
111
Principle Wealth Partners
Connecticut
$2.66M -$26.2K -290 -1%
IC
112
Inscription Capital
Texas
$2.66M +$1.97M +21,845 +288%
LGA
113
Lebenthal Global Advisors
New York
$2.63M +$66.2K +732 +3%
GT
114
Glenmede Trust
Pennsylvania
$2.6M – – –
SGCA
115
Steel Grove Capital Advisors
Tennessee
$2.58M -$193K -2,135 -7%
Nomura Asset Management
116
Nomura Asset Management
Japan
$2.51M +$99.4K +1,100 +4%
FFC
117
First Financial Corp
Indiana
$2.51M -$97.5K -1,079 -4%
BDWCC
118
B&D White Capital Company
Texas
$2.41M +$2.41M +26,652 New
FMP
119
Financial Management Professionals
Texas
$2.37M +$2.37M +26,173 New
APA
120
American Portfolios Advisors
New York
$2.33M +$633K +7,003 +37%
AWM
121
Aevitas Wealth Management
Massachusetts
$2.26M +$79K +874 +4%
Northern Trust
122
Northern Trust
Illinois
$2.24M -$1.78M -19,668 -44%
RMAM
123
Raab & Moskowitz Asset Management
New Jersey
$2.13M -$201K -2,226 -9%
IOOF
124
Independent Order of Foresters
Ontario, Canada
$2.1M – – –
Macquarie Group
125
Macquarie Group
Australia
$2.1M +$2.09M +23,174 New
3 4
5
6 7

VFH Hedge Fund Activity: Q2 2021 in Review

515 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2021, worth a combined $6.32B — up 13% from $5.57B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VFH positions and 33 closed out — a net gain of 29 holders — while 207 added to existing stakes and 127 trimmed.

The largest buyer was Wells Fargo, adding an estimated $118M. The largest seller was Ameriprise, cutting an estimated $67.6M.

  • 515 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2021, up from 495 in Q1 2021.
  • Funds reported $6.32B of Vanguard Financials ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 62 funds opened new Vanguard Financials ETF positions in Q2 2021 and 33 closed out, a net change of +29 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2021 was Wells Fargo, an estimated $118M added.
  • The largest Vanguard Financials ETF seller in Q2 2021 was Ameriprise, an estimated $67.6M sold.

Based on aggregated 13F filings for Q2 2021.