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Vanguard Financials ETF
VFH

74 hedge funds and large institutions have $528M invested in Vanguard Financials ETF in 2013 Q2 according to their latest regulatory filings, with 74 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

38.69% more ownership

Funds ownership: 0% → 38.69% (+39%)

Holders
74
Holders Change
+74
Holders Change %
–
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.1%
New
74
Increased
–
Reduced
–
Closed
–
Calls
$383K
Puts
–
Net Calls
+$383K
Net Calls Change
+$383K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$343M +$339M +8,583,973 New
U
2
UBS
Switzerland
$23.7M +$23.4M +592,861 New
MAA
3
Managed Account Advisors
New Jersey
$20.4M +$20.2M +510,861 New
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$14.4M +$14.3M +360,658 New
Morgan Stanley
5
Morgan Stanley
New York
$14.1M +$14M +352,847 New
RW
6
Rand Wealth
Maryland
$12.7M +$12.6M +319,081 New
TCOO
7
Trust Company of Oklahoma
Oklahoma
$9.83M +$9.74M +246,376 New
Wells Fargo
8
Wells Fargo
California
$8.35M +$8.28M +209,317 New
MPM
9
Meritage Portfolio Management
Kansas
$6.01M +$5.95M +150,530 New
WA
10
WBH Advisory
Maryland
$5.88M +$5.82M +147,259 New
QA
11
Quantitative Advantage
Minnesota
$4.96M +$4.91M +124,150 New
Citigroup
12
Citigroup
New York
$4.22M +$4.19M +105,874 New
LPL Financial
13
LPL Financial
California
$4.13M +$4.09M +103,511 New
DY
14
Dowling & Yahnke
California
$4.12M +$4.08M +103,250 New
Goldman Sachs
15
Goldman Sachs
New York
$4.03M +$3.99M +101,020 New
DBT
16
Dubuque Bank & Trust
Iowa
$4.03M +$3.99M +100,990 New
NA
17
Nottingham Advisors
New York
$4.01M +$3.97M +100,462 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$3.92M +$3.89M +98,305 New
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$3.62M +$3.59M +90,800 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.26M +$3.23M +81,778 New
B
21
Baird
Wisconsin
$3.04M +$3.01M +76,050 New
RJA
22
Raymond James & Associates
Florida
$2.47M +$2.45M +61,953 New
HighTower Advisors
23
HighTower Advisors
Illinois
$2.32M +$2.3M +58,117 New
JIC
24
Johnson Investment Counsel
Ohio
$2.03M +$2.01M +50,856 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M +$1.91M +48,410 New
1
2 3

VFH Hedge Fund Activity: Q2 2013 in Review

74 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2013, worth a combined $528M.

Buyers outnumbered sellers: 74 funds opened new VFH positions and 0 closed out — a net gain of 74 holders — while 0 added to existing stakes and 0 trimmed.

  • 74 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $528M of Vanguard Financials ETF stock for Q2 2013.
  • 74 funds opened new Vanguard Financials ETF positions in Q2 2013 and 0 closed out, a net change of +74 holders.

Based on aggregated 13F filings for Q2 2013.