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Vanguard Financials ETF
VFH

579 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 207 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 44

98% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $2.73M

26% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 164

25% more funds holding in top 10

Funds holding in top 10: 16 → 20 (+4)

14% more capital invested

Capital invested by funds: $4.09B → $4.65B (+$565M)

6% more funds holding

Funds holding: 544 → 579 (+35)

0.08% less ownership

Funds ownership: 51.29% → 51.2% (-0.08%)

Holders
579
Holders Change
+35
Holders Change %
+6.43%
% of All Funds
9.31%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
207
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.73M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

Rank Fund Capital Flow
1
Bessemer Group
Bessemer Group
New Jersey
+$67.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$13.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$163M
2
Wells Fargo
Wells Fargo
California
-$94.5M
3
Bank of America
Bank of America
North Carolina
-$55.2M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$2.05M -$2.17M -26,278 -52%
BPA
127
Beacon Pointe Advisors
California
$1.98M +$151K +1,832 +8%
GWM
128
Gray Wealth Management
Maine
$1.96M -$35K -424 -2%
SCA
129
Snowden Capital Advisors
New York
$1.95M -$13.4K -162 -0.7%
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.93M -$357K -4,320 -16%
Macquarie Group
131
Macquarie Group
Australia
$1.92M +$342K +4,144 +22%
IOOF
132
Independent Order of Foresters
Ontario, Canada
$1.92M +$342K +4,144 +22%
AWM
133
Aevitas Wealth Management
Massachusetts
$1.89M +$7.68K +93 +0.4%
AG
134
Ascent Group
Virginia
$1.89M +$1.12M +13,548 +146%
TCA
135
Transcend Capital Advisors
New Jersey
$1.86M +$116K +1,403 +7%
RSWM
136
Robertson Stephens Wealth Management
California
$1.85M +$1.05M +12,718 +133%
KCM
137
Kennicott Capital Management
California
$1.84M – – –
BJL
138
Brighton Jones LLC
Washington
$1.82M +$107K +1,299 +6%
HIM
139
Harbour Investment Management
Washington
$1.82M – – –
TAM
140
Tocqueville Asset Management
New York
$1.8M +$1.79M +21,701 New
CWMU
141
Caliber Wealth Management (Utah)
Utah
$1.73M -$894K -10,817 -34%
LFAS
142
Level Four Advisory Services
Texas
$1.7M +$576K +6,975 +52%
IWM
143
IHT Wealth Management
Illinois
$1.7M -$580K -7,014 -26%
PWM
144
Praetorian Wealth Management
California
$1.67M +$239K +2,897 +17%
William Blair & Company
145
William Blair & Company
Illinois
$1.63M -$159K -1,929 -9%
SG
146
Sharper & Granite
California
$1.63M +$1.63M +19,692 New
BCM
147
Basso Capital Management
Connecticut
$1.52M +$1.52M +18,400 New
GAM
148
Garrison Asset Management
Arkansas
$1.52M -$28.8K -349 -2%
HHRDM
149
H&H Retirement Design & Management
Nevada
$1.51M +$28.8K +348 +2%
UCFA
150
United Capital Financial Advisors
Texas
$1.5M +$162K +1,965 +12%
4 5
6
7 8

VFH Hedge Fund Activity: Q4 2022 in Review

579 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2022, worth a combined $4.65B — up 14% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VFH positions and 44 closed out — a net gain of 49 holders — while 207 added to existing stakes and 164 trimmed.

The largest buyer was Bessemer Group, adding an estimated $67.9M. The largest seller was Prudential Financial, cutting an estimated $163M.

  • 579 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2022, up from 544 in Q3 2022.
  • Funds reported $4.65B of Vanguard Financials ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 93 funds opened new Vanguard Financials ETF positions in Q4 2022 and 44 closed out, a net change of +49 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2022 was Bessemer Group, an estimated $67.9M added.
  • The largest Vanguard Financials ETF seller in Q4 2022 was Prudential Financial, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.