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Vanguard Financials ETF
VFH

605 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 236 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 37

105% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 115

92% more call options, than puts

Call options by funds: $5.63M | Put options by funds: $2.94M

14% more funds holding

Funds holding: 531 → 605 (+74)

6% more capital invested

Capital invested by funds: $6.4B → $6.75B (+$355M)

0% more funds holding in top 10

Funds holding in top 10: 24 → 24 (0)

1.47% less ownership

Funds ownership: 59.29% → 57.82% (-1.5%)

Holders
605
Holders Change
+74
Holders Change %
+13.94%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
236
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.69M
Net Calls Change
+$3.08M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$85.6M
2
Morgan Stanley
Morgan Stanley
New York
+$42.9M
3
MW
Marks Wealth
Maryland
+$35.7M
4
Ameriprise
Ameriprise
Minnesota
+$33.9M
5
Wells Fargo
Wells Fargo
California
+$17M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$99M
2
Citigroup
Citigroup
New York
-$63M
3
ETC
Exchange Traded Concepts
Oklahoma
-$34.5M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$33.7M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$9.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.3B -$99M -1,016,312 -4%
JP Morgan Chase
2
JP Morgan Chase
New York
$850M +$85.6M +878,534 +11%
Morgan Stanley
3
Morgan Stanley
New York
$367M +$42.9M +440,283 +13%
Wells Fargo
4
Wells Fargo
California
$297M +$17M +174,000 +6%
Ameriprise
5
Ameriprise
Minnesota
$280M +$33.9M +348,400 +14%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$237M +$6.48M +66,493 +3%
UBS Group
7
UBS Group
Switzerland
$208M +$5.75M +58,994 +3%
Bessemer Group
8
Bessemer Group
New Jersey
$167M +$1.51M +15,528 +0.9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$163M -$1.87M -19,204 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$122M +$5.28M +54,139 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$71.7M +$4.14M +42,478 +6%
MIS
12
Morningstar Investment Services
Illinois
$67.1M +$937K +9,612 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$66.9M +$4.34M +44,579 +7%
AAS
14
Ameritas Advisory Services
Nebraska
$64M +$64.6M +663,231 New
LPL Financial
15
LPL Financial
California
$61.3M +$6.5M +66,683 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$60M -$2.58M -26,484 -4%
M&T Bank
17
M&T Bank
New York
$40.9M -$185K -1,894 -0.4%
Truist Financial
18
Truist Financial
North Carolina
$39.3M +$1.63M +16,778 +4%
RJA
19
Raymond James & Associates
Florida
$38.1M +$1.87M +19,212 +5%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$36.6M -$892K -9,157 -2%
Stifel Financial
21
Stifel Financial
Missouri
$35.4M +$680K +6,976 +2%
MW
22
Marks Wealth
Maryland
$35.3M +$35.7M +366,001 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$27.8M +$3.87M +39,750 +16%
KIA
24
KCM Investment Advisors
California
$25.2M +$1.57M +16,077 +7%
BFG
25
Bouchey Financial Group
New York
$23.9M +$769K +7,896 +3%
1
2 3 4 5

VFH Hedge Fund Activity: Q4 2021 in Review

605 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2021, worth a combined $6.75B — up 5.5% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new VFH positions and 37 closed out — a net gain of 85 holders — while 236 added to existing stakes and 115 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $85.6M. The largest seller was Bank of America, cutting an estimated $99M.

  • 605 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2021, up from 531 in Q3 2021.
  • Funds reported $6.75B of Vanguard Financials ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 122 funds opened new Vanguard Financials ETF positions in Q4 2021 and 37 closed out, a net change of +85 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $85.6M added.
  • The largest Vanguard Financials ETF seller in Q4 2021 was Bank of America, an estimated $99M sold.

Based on aggregated 13F filings for Q4 2021.