Vanguard Financials ETF
532 hedge funds and large institutions have $3.86B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 160 increasing their positions, 205 reducing their positions, and 72 closing their positions.
73% more call options, than puts
Call options by funds: $5.08M | Put options by funds: $2.93M
1.3% less ownership
Funds ownership: 51.21% → 49.9% (-1.3%)
8% less funds holding
Funds holding: 581 → 532 (-49)
12% less capital invested
Capital invested by funds: $4.39B → $3.86B (-$523M)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
22% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 205
40% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$50.5M |
| 2 |
MFG
Marmo Financial Group
Johnson City,
Tennessee
|
+$9.92M |
| 3 |
TC
TAP Consulting
Kirkwood,
Missouri
|
+$4.82M |
| 4 |
HF
HRT Financial
New York
|
+$4.35M |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$48.8M |
| 2 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$43.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$35.1M |
| 4 |
JP Morgan Chase
New York
|
-$22.8M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
-$18.3M |
VFH Hedge Fund Activity: Q1 2023 in Review
532 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2023, worth a combined $3.86B — down 12% from $4.39B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of VFH and 43 opened new positions — a net loss of 29 holders — while 205 trimmed existing stakes and 160 added.
The largest buyer was Bank of America, adding an estimated $50.5M. The largest seller was Morgan Stanley, cutting an estimated $48.8M.
- 532 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2023, down from 581 in Q4 2022.
- Funds reported $3.86B of Vanguard Financials ETF stock for Q1 2023, down 12% quarter-over-quarter.
- 43 funds opened new Vanguard Financials ETF positions in Q1 2023 and 72 closed out, a net change of -29 holders.
- The largest Vanguard Financials ETF buyer in Q1 2023 was Bank of America, an estimated $50.5M added.
- The largest Vanguard Financials ETF seller in Q1 2023 was Morgan Stanley, an estimated $48.8M sold.
Based on aggregated 13F filings for Q1 2023.