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Vanguard Financials ETF
VFH

373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $1.31M | Put options by funds: $492K

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

4% more funds holding

Funds holding: 358 → 373 (+15)

5% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 125

1.43% less ownership

Funds ownership: 58.71% → 57.28% (-1.4%)

7% less capital invested

Capital invested by funds: $3.48B → $3.23B (-$250M)

Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
7.53%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
49
Increased
119
Reduced
125
Closed
30
Calls
$1.31M
Puts
$492K
Net Calls
+$816K
Net Calls Change
+$256K

Top Buyers

Rank Fund Capital Flow
1
AA
ALPS Advisors
Colorado
+$13.2M
2
MIS
Morningstar Investment Services
Illinois
+$11.9M
3
BFG
Bouchey Financial Group
New York
+$6.92M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.33M
5
TRCT
Tower Research Capital (TRC)
New York
+$5.29M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$174M
2
JP Morgan Chase
JP Morgan Chase
New York
-$121M
3
Ameriprise
Ameriprise
Minnesota
-$52.4M
4
KIM
Karpus Investment Management
New York
-$12.6M
5
Wells Fargo
Wells Fargo
California
-$7.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
151
Ingalls & Snyder LLC
New York
$698K – – –
Northern Trust
152
Northern Trust
Illinois
$690K -$85.9K -1,444 -11%
EFS
153
Essex Financial Services
Connecticut
$672K +$83.5K +1,405 +14%
CG
154
Colony Group
Massachusetts
$671K – – –
PAG
155
Pinnacle Advisory Group
Maryland
$664K -$41.1K -692 -6%
SWA
156
Stratos Wealth Advisors
Ohio
$656K +$773 +13 +0.1%
AAM
157
Autus Asset Management
Arizona
$654K -$66K -1,110 -9%
Neuberger Berman Group
158
Neuberger Berman Group
New York
$646K +$158K +2,657 +32%
CB
159
Community Bank
New York
$638K -$59.5K -1,000 -8%
ACM
160
Advisors Capital Management
New Jersey
$632K +$92.3K +1,552 +17%
DWM
161
Doyle Wealth Management
Florida
$618K +$119K +1,995 +23%
LWM
162
Laidlaw Wealth Management
New York
$604K +$176K +2,957 +40%
PWM
163
Praetorian Wealth Management
California
$602K +$359K +6,045 +142%
BRWA
164
B. Riley Wealth Advisors
Florida
$593K +$39.2K +659 +7%
HFRG
165
Houlihan Financial Resource Group
Virginia
$592K +$528K +8,875 New
LWM
166
Liberty Wealth Management
California
$586K +$26.5K +446 +5%
SPIA
167
Steward Partners Investment Advisory
New York
$584K +$3.81K +64 +0.6%
QWM
168
Quaker Wealth Management
New Jersey
$579K +$589K +9,901 New
SCM
169
Spreng Capital Management
Ohio
$578K – – –
EH
170
Equitable Holdings
New York
$576K -$284K -4,775 -33%
RSWM
171
Robertson Stephens Wealth Management
California
$572K +$582K +9,792 New
TPCW
172
TD Private Client Wealth
New York
$560K +$34.2K +575 +6%
WWM
173
Western Wealth Management
Colorado
$560K -$25.7K -433 -4%
IFWM
174
Institute for Wealth Management
Colorado
$555K -$93.8K -1,578 -14%
AWM
175
AE Wealth Management
Kansas
$549K -$119K -2,002 -18%
5 6
7
8 9

VFH Hedge Fund Activity: Q3 2020 in Review

373 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2020, worth a combined $3.23B — down 7.2% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new VFH positions and 30 closed out — a net gain of 19 holders — while 119 added to existing stakes and 125 trimmed.

The largest buyer was ALPS Advisors, opening a new position worth an estimated $13.2M. The largest seller was Bank of America, cutting an estimated $174M.

  • 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2020, up from 358 in Q2 2020.
  • Funds reported $3.23B of Vanguard Financials ETF stock for Q3 2020, down 7.2% quarter-over-quarter.
  • 49 funds opened new Vanguard Financials ETF positions in Q3 2020 and 30 closed out, a net change of +19 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2020 was ALPS Advisors, an estimated $13.2M added.
  • The largest Vanguard Financials ETF seller in Q3 2020 was Bank of America, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2020.