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Vanguard Financials ETF

373 hedge funds and large institutions have $4.68B invested in Vanguard Financials ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 144 increasing their positions, 103 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $881K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

40% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 103

4% more funds holding

Funds holding: 357373 (+16)

4% more capital invested

Capital invested by funds: $4.49B → $4.68B (+$187M)

0.07% less ownership

Funds ownership: 56.91%56.84% (-0.07%)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

Holders
373
Holders Change
+16
Holders Change %
+4.48%
% of All Funds
8.53%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.43%
New
44
Increased
144
Reduced
103
Closed
28
Calls
$3.95M
Puts
$881K
Net Calls
+$3.07M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
176
Concourse Financial Group Securities
Alabama
$650K +$662K +9,367 New
CCM
177
Consolidated Capital Management
California
$638K -$4.38K -62 -0.7%
CVM
178
Cheviot Value Management
California
$631K +$28.1K +397 +5%
PAG
179
Pinnacle Advisory Group
Maryland
$629K -$471K -6,658 -42%
FTS
180
Fifth Third Securities
Ohio
$617K -$71.4K -1,010 -10%
GLA
181
Good Life Advisors
Pennsylvania
$610K -$34.4K -487 -5%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$592K -$16.5K -233 -3%
VDFA
183
Vickerman & Driscoll Financial Advisors
Washington
$590K +$4.59K +65 +0.8%
AIM
184
Allen Investment Management
New York
$586K
Barclays
185
Barclays
United Kingdom
$582K -$59.4K -840 -9%
LNB
186
Ledyard National Bank
$582K
Koshinski Asset Management
187
Koshinski Asset Management
Illinois
$577K +$588K +8,322 New
FAIM
188
Financial Advocates Investment Management
Washington
$565K +$156K +2,204 +37%
BW
189
Bison Wealth
Georgia
$560K -$7.07K -100 -1%
FWM
190
Frontier Wealth Management
Missouri
$559K +$200K +2,834 +54%
UBS AM
191
UBS AM
Illinois
$550K -$207K -2,926 -27%
ACI
192
Alpha Cubed Investments
California
$523K -$5.09K -72 -0.9%
LNC
193
Lincoln National Corp
Pennsylvania
$523K +$3.11K +44 +0.6%
WI
194
Wintrust Investments
Illinois
$523K +$18.8K +266 +4%
MFW
195
Meristem Family Wealth
Minnesota
$516K
DWM
196
Doyle Wealth Management
Florida
$511K +$3.82K +54 +0.7%
WIA
197
Wealthstreet Investment Advisors
Texas
$509K
TC
198
Truvestments Capital
Florida
$508K -$917K -12,970 -64%
PFA
199
Paradigm Financial Advisors
Missouri
$493K +$169K +2,389 +50%
EDRH
200
Edmond de Rothschild Holding
Switzerland
$492K

VFH Hedge Fund Activity: Q3 2018 in Review

373 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2018, worth a combined $4.68B — up 4.2% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VFH positions and 28 closed out — a net gain of 16 holders — while 144 added to existing stakes and 103 trimmed.

The largest buyer was Bank of America, adding an estimated $48.9M. The largest seller was Glovista Investments, cutting an estimated $27.7M.

  • 373 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2018, up from 357 in Q2 2018.
  • Funds reported $4.68B of Vanguard Financials ETF stock for Q3 2018, up 4.2% quarter-over-quarter.
  • 44 funds opened new Vanguard Financials ETF positions in Q3 2018 and 28 closed out, a net change of +16 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2018 was Bank of America, an estimated $48.9M added.
  • The largest Vanguard Financials ETF seller in Q3 2018 was Glovista Investments, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2018.