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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
PPWM
151
PFG Private Wealth Management
Florida
$1.47M +$37.1K +439 +2%
IOOF
152
Independent Order of Foresters
Ontario, Canada
$1.47M -$246K -2,916 -13%
Macquarie Group
153
Macquarie Group
Australia
$1.47M -$246K -2,916 -13%
GAM
154
Garrison Asset Management
Arkansas
$1.45M +$84 +1 +0%
RMAM
155
Raab & Moskowitz Asset Management
New Jersey
$1.41M -$231K -2,735 -13%
PWG
156
Private Wealth Group
Florida
$1.36M +$63.8K +755 +4%
FRA
157
Frank Rimerman Advisors
California
$1.33M -$761K -9,014 -34%
IWM
158
IHT Wealth Management
Illinois
$1.31M -$20.9K -247 -1%
DI
159
DAGCO Inc
Ohio
$1.3M +$7.77K +92 +0.5%
CI
160
CX Institutional
Indiana
$1.3M -$167K -1,976 -10%
JHP
161
James Hambro & Partners
United Kingdom
$1.28M -$14.9K -176 -1%
PWMG
162
Pinnacle Wealth Management Group
Michigan
$1.25M +$58.9K +697 +4%
UB
163
UMB Bank
Missouri
$1.23M
NCM
164
Novare Capital Management
North Carolina
$1.23M +$1.34M +15,900 New
EW
165
Evoke Wealth
California
$1.22M
ORC
166
O'Rourke & Company
Massachusetts
$1.22M -$29.6K -351 -2%
WI
167
Wintrust Investments
Illinois
$1.21M -$3.29K -39 -0.2%
EFS
168
Essex Financial Services
Connecticut
$1.19M -$9.12K -108 -0.7%
UCFA
169
United Capital Financial Advisors
Texas
$1.17M -$61K -723 -5%
DADC
170
D.A. Davidson & Co
Montana
$1.15M +$311K +3,685 +33%
Barclays
171
Barclays
United Kingdom
$1.15M +$689K +8,160 +122%
LWM
172
Laidlaw Wealth Management
New York
$1.14M +$209K +2,471 +20%
KF
173
Krilogy Financial
Missouri
$1.13M -$17.7K -210 -1%
OC
174
Oppenheimer & Co
New York
$1.12M -$141K -1,664 -10%
AI
175
Atria Investments
North Carolina
$1.11M -$5.48M -64,940 -82%

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.