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Vanguard Financials ETF

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 23

91% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 79

57% more call options, than puts

Call options by funds: $3.01M | Put options by funds: $1.92M

24% more capital invested

Capital invested by funds: $3.95B → $4.89B (+$938M)

10.72% more ownership

Funds ownership: 54.17%64.88% (+11%)

9% more funds holding

Funds holding: 327357 (+30)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.18%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
126
Greenleaf Trust
Michigan
$1.43M -$527K -7,308 -26%
Fiera Capital (Canada)
127
Fiera Capital (Canada)
Quebec, Canada
$1.41M +$1.46M +20,295 New
IA
128
IFP Advisors
Florida
$1.32M
CCM
129
Condor Capital Management
New Jersey
$1.29M
ACA
130
Atlas Capital Advisors
Wyoming
$1.28M +$1.33M +18,392 New
CAN
131
Cetera Advisor Networks
California
$1.23M +$175K +2,423 +16%
CC
132
Callan Capital
California
$1.23M +$477K +6,618 +60%
IWM
133
IHT Wealth Management
Illinois
$1.22M +$168K +2,325 +15%
DBT
134
Dubuque Bank & Trust
Iowa
$1.21M -$97.8K -1,356 -7%
AI
135
Atria Investments
North Carolina
$1.21M +$44.3K +614 +4%
RG
136
Rikoon Group
New Mexico
$1.19M +$20.2K +280 +2%
SIAS
137
Shine Investment Advisory Services
Colorado
$1.18M
FANJ
138
Financial Architects (New Jersey)
New Jersey
$1.17M -$3.32K -46 -0.3%
TF
139
TIAA FSB
Florida
$1.13M -$331K -4,596 -22%
GT
140
Glenmede Trust
Pennsylvania
$1.11M
WLIM
141
White Lighthouse Investment Management
Massachusetts
$1.1M +$110K +1,525 +11%
CB
142
Community Bank
New York
$1.07M -$46.9K -650 -4%
HCM
143
HM Capital Management
Missouri
$1.06M -$27.5K -382 -2%
BRWA
144
B. Riley Wealth Advisors
Florida
$1.06M -$1.04M -14,372 -48%
PV
145
Private Vista
Illinois
$1.06M
PAG
146
Pinnacle Advisory Group
Maryland
$1.05M +$21.1K +292 +2%
VFA
147
Voya Financial Advisors
Connecticut
$1.03M -$232K -3,211 -18%
AHC
148
Anderson Hoagland & Co
Missouri
$1.01M +$1.05M +14,570 New
PBO
149
Peoples Bank (Ohio)
Ohio
$990K +$248K +3,441 +32%
ECM
150
Evergreen Capital Management
Washington
$925K +$961K +13,320 New

VFH Hedge Fund Activity: Q1 2018 in Review

357 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2018, worth a combined $4.89B — up 24% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VFH positions and 23 closed out — a net gain of 32 holders — while 151 added to existing stakes and 79 trimmed.

The largest buyer was Bank of America, adding an estimated $416M. The largest seller was Ameriprise, cutting an estimated $26.4M.

  • 357 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2018, up from 327 in Q4 2017.
  • Funds reported $4.89B of Vanguard Financials ETF stock for Q1 2018, up 24% quarter-over-quarter.
  • 55 funds opened new Vanguard Financials ETF positions in Q1 2018 and 23 closed out, a net change of +32 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2018 was Bank of America, an estimated $416M added.
  • The largest Vanguard Financials ETF seller in Q1 2018 was Ameriprise, an estimated $26.4M sold.

Based on aggregated 13F filings for Q1 2018.