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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
SCA
201
Spearhead Capital Advisors
Florida
$483K +$55.8K +790 +13%
SS
202
Sunbelt Securities
Texas
$481K +$636 +9 +0.1%
FHC
203
First Heartland Consultants
Missouri
$477K -$43.9K -621 -8%
MCWS
204
McKinley Carter Wealth Services
West Virginia
$473K -$15.3K -217 -3%
VF
205
Virtu Financial
New York
$468K -$322K -4,549 -40%
CG
206
Colony Group
Massachusetts
$464K
IFAM
207
Institutional & Family Asset Management
Colorado
$457K +$213K +3,008 +84%
MHS
208
M Holdings Securities
Oregon
$456K -$28.6K -404 -6%
TPWA
209
TRUE Private Wealth Advisors
Oregon
$454K -$51K -721 -10%
VIM
210
Vista Investment Management
Pennsylvania
$446K +$77.5K +1,097 +21%
PWM
211
Perigon Wealth Management
California
$445K +$453K +6,415 New
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$444K -$51.5K -728 -10%
DADC
213
D.A. Davidson & Co
Montana
$434K -$8.91K -126 -2%
MFG
214
Merit Financial Group
Georgia
$431K -$160K -2,257 -27%
NWM
215
Northwest Wealth Management
Iowa
$423K
IA
216
IFG Advisory
Georgia
$414K +$17K +241 +4%
MGIA
217
Moneta Group Investment Advisors
Missouri
$411K +$419K +5,923 New
CWM
218
Confluence Wealth Management
Oregon
$406K
Chevy Chase Trust
219
Chevy Chase Trust
Maryland
$397K -$1.7K -24 -0.4%
CA
220
Capital Advantage
California
$396K -$30.5K -431 -7%
BRWA
221
B. Riley Wealth Advisors
Florida
$392K +$9.68K +137 +2%
CG
222
Caprock Group
Idaho
$370K -$48.3K -684 -11%
GWM
223
Geneos Wealth Management
Colorado
$360K
BAM
224
Belpointe Asset Management
Nevada
$356K +$84.3K +1,192 +30%
WPC
225
Waters Parkerson & Co
Louisiana
$354K

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.