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Vanguard Financials ETF

373 hedge funds and large institutions have $4.68B invested in Vanguard Financials ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $881K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 103

4% more funds holding

Funds holding: 357373 (+16)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$187M)

0.07% less ownership

Funds ownership: 56.91%56.84% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.43%
New
44
Increased
144
Reduced
103
Closed
28
Calls
$3.95M
Puts
$881K
Net Calls
+$3.07M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
126
Anderson Hoagland & Co
Missouri
$1.49M +$18.3K +259 +1%
Nomura Asset Management
127
Nomura Asset Management
Japan
$1.45M +$63.6K +900 +5%
Fiera Capital (Canada)
128
Fiera Capital (Canada)
Quebec, Canada
$1.41M
FTIOP
129
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.4M +$1.16M +16,433 New
CAN
130
Cetera Advisor Networks
California
$1.34M +$1.37M +19,317 New
AI
131
Atria Investments
North Carolina
$1.34M -$13.9K -197 -1%
IFWM
132
Institute for Wealth Management
Colorado
$1.32M -$350K -4,956 -21%
CCM
133
Condor Capital Management
New Jersey
$1.29M
ACA
134
Atlas Capital Advisors
Wyoming
$1.29M +$241K +3,409 +23%
FANJ
135
Financial Architects (New Jersey)
New Jersey
$1.27M -$34.1K -482 -3%
DBT
136
Dubuque Bank & Trust
Iowa
$1.23M +$16.1K +228 +1%
RG
137
Rikoon Group
New Mexico
$1.2M -$1.2K -17 -0.1%
IWM
138
IHT Wealth Management
Illinois
$1.2M +$7.99K +113 +0.7%
HCM
139
HM Capital Management
Missouri
$1.18M +$76.4K +1,081 +7%
SIAS
140
Shine Investment Advisory Services
Colorado
$1.17M
TAIM
141
TD Ameritrade Investment Management
Nebraska
$1.17M +$283 +4 +0%
PBO
142
Peoples Bank (Ohio)
Ohio
$1.12M +$28.3K +401 +3%
SI
143
Stephens Inc
Arkansas
$1.08M +$1.13K +16 +0.1%
PV
144
Private Vista
Illinois
$1.07M +$5.37K +76 +0.5%
WLIM
145
White Lighthouse Investment Management
Massachusetts
$1.07M -$102K -1,450 -9%
VFA
146
Voya Financial Advisors
Connecticut
$1.02M -$4.59K -65 -0.4%
AFNAS
147
American Financial Network Advisory Services
California
$1.02M +$1.03M +14,636 +22,517%
GT
148
Glenmede Trust
Pennsylvania
$1.01M +$1.03M +14,600 New
CB
149
Community Bank
New York
$1.01M -$42.4K -600 -4%
ECM
150
Evergreen Capital Management
Washington
$1.01M

VFH Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2018, worth a combined $4.68B — up 4.2% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VFH positions and 28 closed out — a net gain of 16 holders — while 144 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $48.9M. The largest seller was Glovista Investments, cutting an estimated $27.7M.

  • 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2018, up from 357 in Q2 2018.
  • Funds reported $4.68B of Vanguard Financials ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Financials ETF positions in Q3 2018 and 28 closed out, a net change of +16 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2018 was Bank of America, an estimated $48.9M added.
  • The largest Vanguard Financials ETF seller in Q3 2018 was Glovista Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2018.