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Vanguard Financials ETF
VFH

605 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 236 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 37

105% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 115

92% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $2.94M

14% more funds holding

Funds holding: 531 → 605 (+74)

6% more capital invested

Capital invested by funds: $6.4B → $6.75B (+$355M)

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

1.47% less ownership

Funds ownership: 59.29% → 57.82% (-1.5%)

Holders
605
Holders Change
+74
Holders Change %
+13.94%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
236
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.69M
Net Calls Change
+$3.08M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$85.6M
2
Morgan Stanley
Morgan Stanley
New York
+$42.9M
3
MW
Marks Wealth
Maryland
+$35.7M
4
Ameriprise
Ameriprise
Minnesota
+$33.9M
5
Wells Fargo
Wells Fargo
California
+$17M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$99M
2
Citigroup
Citigroup
New York
-$63M
3
ETC
Exchange Traded Concepts
Oklahoma
-$34.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$33.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
126
Gladstone Institutional Advisory
Florida
$2.65M +$2.68M +27,490 New
Nomura Asset Management
127
Nomura Asset Management
Japan
$2.56M +$594K +6,100 +30%
IWM
128
IHT Wealth Management
Illinois
$2.52M -$745K -7,646 -23%
WAM
129
WFA Asset Management
Wisconsin
$2.5M +$2.52M +25,853 New
FFC
130
First Financial Corp
Indiana
$2.45M -$92.3K -947 -4%
AWM
131
Aevitas Wealth Management
Massachusetts
$2.42M +$12.4K +127 +0.5%
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$2.3M +$148K +1,522 +7%
FMP
133
Financial Management Professionals
Texas
$2.28M -$74.6K -766 -3%
GWM
134
Gray Wealth Management
Maine
$2.26M +$93.3K +958 +4%
NA
135
NewEdge Advisors
Louisiana
$2.2M +$1.74M +17,907 +364%
RMAM
136
Raab & Moskowitz Asset Management
New Jersey
$2.19M -$37.4K -384 -2%
Citigroup
137
Citigroup
New York
$2.17M -$63M -647,029 -97%
EE
138
EWG Elevate
California
$2.15M +$2.17M +22,247 New
IOOF
139
Independent Order of Foresters
Ontario, Canada
$2.12M – – –
Macquarie Group
140
Macquarie Group
Australia
$2.12M – – –
HHRDM
141
H&H Retirement Design & Management
Nevada
$2.11M +$2.21M +22,700 New
CAN
142
Cetera Advisor Networks
California
$2.08M +$373K +3,826 +22%
MECA
143
Miller Equity Capital Advisors
Texas
$2.07M +$9.74K +100 +0.5%
TCA
144
Transcend Capital Advisors
New Jersey
$2.06M +$5.07K +52 +0.2%
AW
145
ACG Wealth
Georgia
$2.05M -$64.3K -660 -3%
HIM
146
Harbour Investment Management
Washington
$2.05M +$22.6K +232 +1%
CWMU
147
Caliber Wealth Management (Utah)
Utah
$2.02M +$840K +8,618 +75%
ARC
148
Advisor Resource Council
Texas
$2.01M +$2.03M +20,797 New
HF
149
HRT Financial
New York
$1.99M -$1.74M -17,878 -46%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1.99M +$2.01M +20,629 New
4 5
6
7 8

VFH Hedge Fund Activity: Q4 2021 in Review

605 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2021, worth a combined $6.75B — up 5.5% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new VFH positions and 37 closed out — a net gain of 85 holders — while 236 added to existing stakes and 115 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $85.6M. The largest seller was Bank of America, cutting an estimated $99M.

  • 605 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2021, up from 531 in Q3 2021.
  • Funds reported $6.75B of Vanguard Financials ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 122 funds opened new Vanguard Financials ETF positions in Q4 2021 and 37 closed out, a net change of +85 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $85.6M added.
  • The largest Vanguard Financials ETF seller in Q4 2021 was Bank of America, an estimated $99M sold.

Based on aggregated 13F filings for Q4 2021.