Vanguard Financials ETF
531 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.
84% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 31
19% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 149
9% more funds holding in top 10
Funds holding in top 10: 22 → 24 (+2)
3% more funds holding
Funds holding: 515 → 531 (+16)
1.07% more ownership
Funds ownership: 58.22% → 59.29% (+1.1%)
1% more capital invested
Capital invested by funds: $6.32B → $6.4B (+$83.8M)
7% less call options, than puts
Call options by funds: $4.95M | Put options by funds: $5.34M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$158M |
| 2 |
Citigroup
New York
|
+$59.7M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$50.1M |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$34.4M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$263M |
| 2 |
JP Morgan Chase
New York
|
-$94.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.4M |
| 4 |
MIM
Morningstar Investment Management
Chicago,
Illinois
|
-$16.6M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$9.1M |
VFH Hedge Fund Activity: Q3 2021 in Review
531 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2021, worth a combined $6.4B — up 1.3% from $6.32B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VFH positions and 31 closed out — a net gain of 26 holders — while 177 added to existing stakes and 149 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $158M. The largest seller was Bank of America, cutting an estimated $263M.
- 531 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2021, up from 515 in Q2 2021.
- Funds reported $6.4B of Vanguard Financials ETF stock for Q3 2021, up 1.3% quarter-over-quarter.
- 57 funds opened new Vanguard Financials ETF positions in Q3 2021 and 31 closed out, a net change of +26 holders.
- The largest Vanguard Financials ETF buyer in Q3 2021 was Bessemer Group, an estimated $158M added.
- The largest Vanguard Financials ETF seller in Q3 2021 was Bank of America, an estimated $263M sold.
Based on aggregated 13F filings for Q3 2021.