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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
LNB
176
Ledyard National Bank
$584K
Barclays
177
Barclays
United Kingdom
$582K
MFG
178
Merit Financial Group
Georgia
$578K -$461K -6,398 -43%
CCM
179
Consolidated Capital Management
California
$568K +$133K +1,842 +29%
BW
180
Bison Wealth
Georgia
$567K
Prudential Financial
181
Prudential Financial
New Jersey
$559K +$580K +8,047 New
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$548K +$78.1K +1,083 +16%
UBS AM
183
UBS AM
Illinois
$532K +$219K +3,041 +66%
FBC
184
Fairfield, Bush & Co
Connecticut
$527K -$169K -2,350 -24%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$518K -$2.98M -41,342 -85%
MFW
186
Meristem Family Wealth
Minnesota
$517K +$537K +7,442 New
BIA
187
Bigelow Investment Advisors
Maine
$514K +$7.21K +100 +1%
VDFA
188
Vickerman & Driscoll Financial Advisors
Washington
$514K +$226K +3,133 +74%
WIA
189
Wealthstreet Investment Advisors
Texas
$510K +$10.1K +140 +2%
ACI
190
Alpha Cubed Investments
California
$508K +$7.57K +105 +1%
DWM
191
Doyle Wealth Management
Florida
$508K +$15.5K +215 +3%
MCWS
192
McKinley Carter Wealth Services
West Virginia
$503K -$9.59K -133 -2%
NEPWA
193
New England Private Wealth Advisors
Massachusetts
$496K +$192K +2,656 +59%
EDRH
194
Edmond de Rothschild Holding
Switzerland
$492K
NFG
195
NewFocus Financial Group
Washington
$492K +$511K +7,079 New
WI
196
Wintrust Investments
Illinois
$492K +$511K +7,086 New
PP
197
PagnatoKarp Partners
Virginia
$491K -$460K -6,377 -47%
LNC
198
Lincoln National Corp
Pennsylvania
$490K +$509K +7,056 New
MHS
199
M Holdings Securities
Oregon
$478K -$39.5K -548 -7%
CWM
200
Cornerstone Wealth Management
Missouri
$474K +$55.9K +775 +12%

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.