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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
PCIA
201
Prime Capital Investment Advisors
Kansas
$894K +$617K +7,304 +171%
JWCA
202
J.W. Cole Advisors
Florida
$891K -$474K -5,614 -33%
RIA
203
Realta Investment Advisors
Delaware
$885K -$103K -1,225 -10%
Renaissance Technologies
204
Renaissance Technologies
New York
$872K +$954K +11,300 New
SWA
205
Stratos Wealth Advisors
Ohio
$870K -$507 -6 -0.1%
AAM
206
Autus Asset Management
Arizona
$862K +$76.6K +907 +9%
TLP
207
Trinity Legacy Partners
Texas
$860K +$55.7K +660 +6%
VA
208
Valmark Advisers
Ohio
$854K +$31.7K +376 +4%
RSWM
209
Robertson Stephens Wealth Management
California
$852K +$310K +3,671 +50%
ASN
210
Advisory Services Network
Georgia
$848K -$872K -10,327 -48%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$837K +$139K +1,645 +18%
CIBC World Market
212
CIBC World Market
Ontario, Canada
$835K +$86.5K +1,024 +10%
MWM
213
Mission Wealth Management
California
$825K -$89.3K -1,058 -9%
MPCG
214
Matrix Private Capital Group
New York
$797K -$14.5K -172 -2%
LIM
215
Leavell Investment Management
Alabama
$795K -$282K -3,345 -25%
ISL
216
Ingalls & Snyder LLC
New York
$794K
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$790K -$404K -4,782 -32%
LWM
218
Liberty Wealth Management
California
$789K +$11.7K +138 +1%
WMA
219
Wealth Management Associates
New Jersey
$782K -$422 -5 -0%
AAS
220
Ameritas Advisory Services
Nebraska
$777K -$45.4M -537,550 -98%
AG
221
Ascent Group
Virginia
$768K -$2.48M -29,371 -76%
RWA
222
Rainsberger Wealth Advisors
Colorado
$760K +$35.4K +419 +4%
CFGS
223
Concourse Financial Group Securities
Alabama
$750K -$2.62K -31 -0.3%
DWM
224
Doyle Wealth Management
Florida
$747K +$3.04K +36 +0.4%
SWP
225
Stratos Wealth Partners
Ohio
$736K -$594K -7,036 -42%

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.