Vanguard Financials ETF
534 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 130 increasing their positions, 205 reducing their positions, and 50 closing their positions.
261% more call options, than puts
Call options by funds: $6.4M | Put options by funds: $1.77M
73% more capital inflows, than outflows
Capital inflows: $454M | Capital outflows: $263M
14% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 50
3.34% more ownership
Funds ownership: 49.9% → 53.25% (+3.3%)
0% more funds holding
Funds holding: 533 → 534 (+1)
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
37% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 205
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$210M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$110M |
| 3 |
Houlihan Financial Resource Group
Ashburn,
Virginia
|
+$20.5M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$12.4M |
| 5 |
New York Life Investment Management
New York
|
+$8.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$63.8M |
| 2 |
Morgan Stanley
New York
|
-$29.3M |
| 3 |
Stapp Wealth Management
Olympia,
Washington
|
-$24.1M |
| 4 |
JP Morgan Chase
New York
|
-$17M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.3M |
VFH Hedge Fund Activity: Q2 2023 in Review
534 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2023, worth a combined $4.21B — up 9% from $3.86B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VFH positions and 50 closed out — a net gain of 7 holders — while 130 added to existing stakes and 205 trimmed.
The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $210M. The largest seller was Bessemer Group, cutting an estimated $63.8M.
- 534 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2023, up from 533 in Q1 2023.
- Funds reported $4.21B of Vanguard Financials ETF stock for Q2 2023, up 9% quarter-over-quarter.
- 57 funds opened new Vanguard Financials ETF positions in Q2 2023 and 50 closed out, a net change of +7 holders.
- The largest Vanguard Financials ETF buyer in Q2 2023 was Varma Mutual Pension Insurance Co, an estimated $210M added.
- The largest Vanguard Financials ETF seller in Q2 2023 was Bessemer Group, an estimated $63.8M sold.
Based on aggregated 13F filings for Q2 2023.