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Vanguard Financials ETF

564 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 203 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $5.1M | Put options by funds: $4.76M

6% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 203

6.51% less ownership

Funds ownership: 56.78%50.27% (-6.5%)

7% less funds holding

Funds holding: 604564 (-40)

35% less funds holding in top 10

Funds holding in top 10: 2617 (-9)

36% less capital invested

Capital invested by funds: $6.73B → $4.31B (-$2.42B)

38% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 81

Holders
564
Holders Change
-40
Holders Change %
-6.62%
% of All Funds
9.5%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
203
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$3.04M +$334K +3,958 +11%
TF
102
Theory Financial
Colorado
$3.03M +$381K +4,508 +13%
BF
103
BOK Financial
Oklahoma
$2.94M +$178K +2,109 +6%
AIM
104
Anchor Investment Management
South Carolina
$2.89M +$111K +1,309 +4%
MGIA
105
Matthew Goff Investment Advisor
Texas
$2.86M
TAIM
106
TD Ameritrade Investment Management
Nebraska
$2.86M +$254K +3,010 +9%
VWA
107
Visionary Wealth Advisors
Illinois
$2.77M +$302K +3,581 +11%
TWC
108
TD Waterhouse Canada
Ontario, Canada
$2.76M -$985K -11,661 -26%
FFC
109
First Financial Corp
Indiana
$2.65M +$85.6K +1,014 +3%
BCMIO
110
Beacon Capital Management Inc (Ohio)
Ohio
$2.61M -$166M -1,964,978 -98%
CSB
111
City State Bank
Iowa
$2.56M +$57.2K +677 +2%
Northern Trust
112
Northern Trust
Illinois
$2.55M -$359K -4,256 -11%
LGA
113
Lebenthal Global Advisors
New York
$2.48M -$21.1K -250 -0.8%
KAS
114
Kestra Advisory Services
Texas
$2.47M -$1.84M -21,744 -40%
V
115
Veritable
Delaware
$2.46M -$12.4K -147 -0.5%
CCM
116
Consolidated Capital Management
California
$2.44M +$2.37M +28,029 +789%
EH
117
Equitable Holdings
New York
$2.42M +$1.07M +12,688 +68%
PWM
118
Penobscot Wealth Management
Maine
$2.41M -$616K -7,294 -19%
NYLIM
119
New York Life Investment Management
New York
$2.31M +$2.53M +29,916 New
CWMU
120
Caliber Wealth Management (Utah)
Utah
$2.29M +$254K +3,009 +11%
GT
121
Glenmede Trust
Pennsylvania
$2.29M -$30.8K -365 -1%
KTC
122
Kistler-Tiffany Companies
Pennsylvania
$2.25M +$147K +1,743 +6%
GIA
123
Gladstone Institutional Advisory
Florida
$2.24M +$14.1K +167 +0.6%
Citigroup
124
Citigroup
New York
$2.21M +$110K +1,300 +5%
PWP
125
Principle Wealth Partners
Connecticut
$2.2M -$54.3K -643 -2%

VFH Hedge Fund Activity: Q2 2022 in Review

564 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2022, worth a combined $4.31B — down 36% from $6.73B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of VFH and 50 opened new positions — a net loss of 31 holders — while 203 trimmed existing stakes and 191 added.

The largest buyer was Bank of America, adding an estimated $130M. The largest seller was JP Morgan Chase, cutting an estimated $580M.

  • 564 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2022, down from 604 in Q1 2022.
  • Funds reported $4.31B of Vanguard Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 50 funds opened new Vanguard Financials ETF positions in Q2 2022 and 81 closed out, a net change of -31 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2022 was Bank of America, an estimated $130M added.
  • The largest Vanguard Financials ETF seller in Q2 2022 was JP Morgan Chase, an estimated $580M sold.

Based on aggregated 13F filings for Q2 2022.