We are live on ! Find out more
VFH icon

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
CAN
126
Cetera Advisor Networks
California
$2.17M +$3.46K +41 +0.1%
WWM
127
Western Wealth Management
Colorado
$2.15M +$65.2K +772 +3%
PAG
128
Private Advisor Group
New Jersey
$2.08M -$2.3M -27,224 -50%
HI
129
Harper Investing
California
$2.02M +$727K +8,604 +49%
KPW
130
Kore Private Wealth
New York
$1.98M -$272K -3,224 -11%
IWC
131
Integrated Wealth Concepts
Massachusetts
$1.97M +$1.6M +18,992 +294%
MECA
132
Miller Equity Capital Advisors
Texas
$1.95M +$135K +1,600 +7%
AWM
133
Aevitas Wealth Management
Massachusetts
$1.92M -$16.8K -199 -0.8%
Nomura Asset Management
134
Nomura Asset Management
Japan
$1.88M -$304K -3,600 -69%
GWM
135
Gray Wealth Management
Maine
$1.87M -$42.5K -503 -2%
CL
136
CPWM LLC
Washington
$1.86M +$937K +11,100 +85%
CS
137
Comerica Securities
Michigan
$1.85M +$1.29M +15,265 +177%
BPA
138
Beacon Pointe Advisors
California
$1.81M -$65K -770 -3%
SCA
139
Snowden Capital Advisors
New York
$1.74M +$297K +3,512 +18%
ARC
140
Advisor Resource Council
Texas
$1.74M +$1.9M +22,516 New
HIM
141
Harbour Investment Management
Washington
$1.68M +$67.1K +795 +4%
National Bank of Canada
142
National Bank of Canada
Quebec, Canada
$1.67M -$4.73K -56 -0.3%
SC
143
Sierra Capital
Florida
$1.67M +$760 +9 +0%
TCA
144
Transcend Capital Advisors
New Jersey
$1.65M -$19.6K -232 -1%
William Blair & Company
145
William Blair & Company
Illinois
$1.64M +$163K +1,928 +10%
HHRDM
146
H&H Retirement Design & Management
Nevada
$1.64M -$264K -3,125 -14%
BJL
147
Brighton Jones LLC
Washington
$1.6M +$18.9K +224 +1%
KCM
148
Kennicott Capital Management
California
$1.57M +$1.72M +20,379 New
PWM
149
Praetorian Wealth Management
California
$1.55M -$7.51K -89 -0.4%
ACM
150
Advisors Capital Management
New Jersey
$1.52M +$145K +1,713 +10%

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.