Options

Vanna

The second-order Greek measuring how an option's delta changes with implied volatility — a key driver of dealer hedging flows in vol regime shifts.

Definition

Vanna = ∂Delta/∂Vol = ∂Vega/∂Spot. When vol rises, OTM call deltas rise (they look more likely to expire in-the-money), so dealers short calls must buy more underlying. That's a vanna flow.

Vanna is the technical reason why falling VIX (a vol drop) can spark systematic equity buying — short-call dealers' deltas drop, triggering re-hedging into longs.

Why it matters

Vanna and charm flows explain much of the post-FOMC and end-of-quarter equity drift that fundamentals don't justify.

Worked example

Post-October 2022 CPI: VIX collapsed from 32 to 21 in a week. Vanna flows from short-vol dealer positions added an estimated ~$30B of S&P buying.

Frequently asked

Who tracks vanna flows?
Specialist dealer-positioning shops (SpotGamma, Nomura's Charlie McElligott, Goldman derivatives strategy).
How does vanna interact with charm?
Both unwind as expiry approaches; the combined flow drives the well-documented 'pre-Christmas drift' and post-FOMC rallies.
Can vanna cause selloffs?
Yes — rising VIX into a falling market amplifies dealer selling, contributing to vol-of-vol blowouts.
Is it relevant to single-stock options?
Yes, especially around earnings when IV crushes cause large vanna unwinds.

Related terms

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