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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
EAM
151
Evanson Asset Management
California
$910K
Comerica Bank
152
Comerica Bank
Texas
$829K +$313K +4,346 +58%
MFW
153
Mosaic Family Wealth
Missouri
$782K
William Blair & Company
154
William Blair & Company
Illinois
$766K +$7.72K +107 +1%
SPC
155
Sigma Planning Corp
Michigan
$759K +$19.3K +268 +3%
PPCM
156
Pillar Pacific Capital Management
California
$757K +$126K +1,743 +19%
TAMH
157
Taikang Asset Management (HK)
Hong Kong
$755K
KA
158
Kovack Advisors
Florida
$750K +$779K +10,801 New
CL
159
CPWM LLC
Washington
$749K +$778K +10,788 New
FTS
160
Fifth Third Securities
Ohio
$738K +$27.8K +386 +4%
AAM
161
Autus Asset Management
Arizona
$737K -$12.3K -170 -2%
KIA
162
KCM Investment Advisors
California
$730K +$413K +5,725 +120%
GFP
163
Gryphon Financial Partners
Ohio
$722K
TAIM
164
TD Ameritrade Investment Management
Nebraska
$703K +$730K +10,122 New
KF
165
Krilogy Financial
Missouri
$689K -$22.1K -307 -3%
NFG
166
Next Financial Group
Texas
$688K +$487K +6,758 +215%
FA
167
FDx Advisors
Illinois
$682K -$210K -2,908 -23%
GLA
168
Good Life Advisors
Pennsylvania
$677K +$7.5K +104 +1%
SCA
169
Snowden Capital Advisors
New York
$675K -$98.7K -1,369 -12%
ACM
170
Advisors Capital Management
New Jersey
$644K +$669K +9,271 New
LWA
171
Lenox Wealth Advisors
New York
$626K +$368K +5,105 +131%
EVM
172
Eaton Vance Management
Massachusetts
$614K +$318K +4,412 +100%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$591K +$92.2K +1,278 +18%
AIM
174
Allen Investment Management
New York
$587K
FHC
175
First Heartland Consultants
Missouri
$586K +$132K +1,827 +28%

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.