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Vanguard Financials ETF
VFH

532 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 130 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more call options, than puts

Call options by funds: $6.4M | Put options by funds: $1.77M

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $3.85B → $4.21B (+$359M)

3.35% more ownership

Funds ownership: 49.9% → 53.24% (+3.3%)

0% more funds holding

Funds holding: 530 → 532 (+2)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

36% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 204

Holders
532
Holders Change
+2
Holders Change %
+0.38%
% of All Funds
8.35%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
57
Increased
130
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$210M
2
Bank of America
Bank of America
North Carolina
+$110M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.4M
5
NYLIM
New York Life Investment Management
New York
+$8.3M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$63.8M
2
Morgan Stanley
Morgan Stanley
New York
-$29.3M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
101
Jane Street
New York
$3.03M +$2.93M +37,333 New
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$2.95M -$118K -1,499 -4%
AIM
103
Anchor Investment Management
South Carolina
$2.91M -$1.7M -21,626 -38%
MGIA
104
Matthew Goff Investment Advisor
Texas
$2.83M -$56.4K -719 -2%
BCA
105
Bray Capital Advisors
Florida
$2.7M -$575K -7,320 -18%
Financial Engines Advisors
106
Financial Engines Advisors
California
$2.64M -$456K -5,812 -15%
EH
107
Equitable Holdings
New York
$2.62M +$35.2K +448 +1%
V
108
Veritable
Delaware
$2.56M – – –
Northern Trust
109
Northern Trust
Illinois
$2.56M -$19.2K -244 -0.8%
CSB
110
City State Bank
Iowa
$2.54M -$22.4K -285 -0.9%
AW
111
Avion Wealth
Texas
$2.48M +$691K +8,808 +41%
MFG
112
Mainsail Financial Group
Washington
$2.44M +$2.43K +31 +0.1%
BF
113
BOK Financial
Oklahoma
$2.41M -$93.8K -1,195 -4%
TAIM
114
TD Ameritrade Investment Management
Nebraska
$2.39M -$128K -1,630 -5%
FFC
115
First Financial Corp
Indiana
$2.34M -$826K -10,521 -27%
CI
116
CX Institutional
Indiana
$2.31M +$34.9K +445 +2%
NCM
117
Novare Capital Management
North Carolina
$2.3M -$72.4K -922 -3%
KTC
118
Kistler-Tiffany Companies
Pennsylvania
$2.28M -$18.4K -234 -0.8%
LFAS
119
Level Four Advisory Services
Texas
$2.26M +$536K +6,831 +32%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$2.26M +$1.37M +17,482 +169%
GIA
121
Gladstone Institutional Advisory
Florida
$2.26M +$46.9K +598 +2%
SCA
122
Snowden Capital Advisors
New York
$2.02M +$88.5K +1,128 +5%
JF
123
Joule Financial
Kentucky
$1.96M -$1.22M -15,512 -39%
IOOF
124
Independent Order of Foresters
Ontario, Canada
$1.88M – – –
Macquarie Group
125
Macquarie Group
Australia
$1.88M – – –
3 4
5
6 7

VFH Hedge Fund Activity: Q2 2023 in Review

532 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2023, worth a combined $4.21B — up 9.3% from $3.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VFH positions and 49 closed out — a net gain of 8 holders — while 130 added to existing stakes and 204 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $210M. The largest seller was Bessemer Group, cutting an estimated $63.8M.

  • 532 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2023, up from 530 in Q1 2023.
  • Funds reported $4.21B of Vanguard Financials ETF stock for Q2 2023, up 9.3% quarter-over-quarter.
  • 57 funds opened new Vanguard Financials ETF positions in Q2 2023 and 49 closed out, a net change of +8 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2023 was Varma Mutual Pension Insurance Co, an estimated $210M added.
  • The largest Vanguard Financials ETF seller in Q2 2023 was Bessemer Group, an estimated $63.8M sold.

Based on aggregated 13F filings for Q2 2023.