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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
HCWM
176
Harrison & Co Wealth Management
Virginia
$1.08M -$11.8K -140 -1%
EAM
177
Evanson Asset Management
California
$1.07M +$84 +1 +0%
CAM
178
Cresset Asset Management
Illinois
$1.07M +$958K +11,340 +448%
FWM
179
Focused Wealth Management
New York
$1.07M +$722K +8,546 +162%
TF
180
TIAA FSB
Florida
$1.06M +$25K +296 +2%
AW
181
Avion Wealth
Texas
$1.05M +$688K +8,151 +148%
NAM
182
NorthCrest Asset Manangement
Minnesota
$1.05M -$1.6K -19 -0.1%
HNB
183
Huntington National Bank
Ohio
$1.03M
PWAC
184
Private Wealth Advisors (California)
California
$1.02M -$64.5K -764 -6%
BOM
185
Bank of Marin
California
$1.02M -$111K -1,310 -9%
CP
186
Camelot Portfolios
Ohio
$1.01M -$26.3K -312 -2%
BEAM
187
Baker Ellis Asset Management
Washington
$1.01M +$50.7K +600 +5%
LFAS
188
Level Four Advisory Services
Texas
$992K -$3.55K -42 -0.3%
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$992K +$5.74K +68 +0.5%
FPB
190
First PREMIER Bank
South Dakota
$990K +$44K +521 +4%
RG
191
Rathbones Group
United Kingdom
$962K -$101K -1,202 -9%
CCA
192
Checchi Capital Advisers
California
$960K +$978K +11,580 New
WA
193
Wealth Alliance
New York
$953K +$21K +249 +2%
RJT
194
Raymond James Trust
Florida
$950K +$142K +1,685 +16%
B
195
Bailard
California
$941K +$127K +1,508 +14%
MCM
196
Manchester Capital Management
Vermont
$938K
DWT
197
Dorsey & Whitney Trust
South Dakota
$934K
SIAG
198
Safeguard Investment Advisory Group
California
$902K
Neuberger Berman Group
199
Neuberger Berman Group
New York
$896K -$20.9K -248 -2%
GFG
200
Greystone Financial Group
Michigan
$894K +$194K +2,296 +25%

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.