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Vanguard Financials ETF

630 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $4.75M | Put options by funds: $1.15M

63% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 35

14% more capital invested

Capital invested by funds: $5.04B → $5.73B (+$689M)

2% more funds holding

Funds holding: 615630 (+15)

1.15% more ownership

Funds ownership: 55.3%56.45% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 207

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
630
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.05%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
57
Increased
205
Reduced
207
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$1.05M +$198K +1,868 +24%
IFG
227
Independent Financial Group
California
$1.04M +$219K +2,066 +28%
PWP
228
Principle Wealth Partners
Connecticut
$1.03M
B
229
Bailard
California
$1.02M -$47.1K -444 -5%
NW
230
NewEdge Wealth
Pennsylvania
$1.01M +$975K +9,203 New
CB
231
Community Bank
New York
$997K -$101K -951 -9%
GVAG
232
Great Valley Advisor Group
Delaware
$993K +$107K +1,005 +13%
ECA
233
Elevation Capital Advisory
Oregon
$980K -$38.9K -367 -4%
TIAA Trust, National Association
234
TIAA Trust, National Association
North Carolina
$968K -$40.7K -384 -4%
MCM
235
MAI Capital Management
Ohio
$959K +$16.1K +152 +2%
Bessemer Group
236
Bessemer Group
New Jersey
$959K
FTS
237
Fifth Third Securities
Ohio
$945K -$15.8K -149 -2%
GFP
238
Gryphon Financial Partners
Ohio
$940K
Baird Financial Group
239
Baird Financial Group
Wisconsin
$884K -$2.09M -19,708 -71%
BIA
240
Bigelow Investment Advisors
Maine
$884K +$220K +2,076 +35%
HFRG
241
Houlihan Financial Resource Group
Virginia
$883K -$21.1K -199 -2%
DWT
242
Dorsey & Whitney Trust
South Dakota
$879K -$212K -2,000 -20%
AG
243
Ascent Group
Virginia
$854K -$44.7K -422 -5%
Bank of Montreal
244
Bank of Montreal
Ontario, Canada
$853K -$388K -3,663 -32%
ADL
245
Asset Dedication LLC
California
$846K -$505K -4,766 -38%
CWM
246
Cornerstone Wealth Management
Missouri
$842K +$31.9K +301 +4%
CCA
247
Checchi Capital Advisers
California
$835K
BBA
248
BLB&B Advisors
Pennsylvania
$832K -$6.57K -62 -0.8%
EPM
249
Elm Partners Management
Pennsylvania
$829K +$169K +1,591 +27%
WIM
250
Westside Investment Management
California
$823K +$1.7K +16 +0.2%

VFH Hedge Fund Activity: Q3 2024 in Review

630 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2024, worth a combined $5.73B — up 14% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VFH positions and 35 closed out — a net gain of 22 holders — while 205 added to existing stakes and 207 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $32M. The largest seller was Bank of America, cutting an estimated $13.6M.

  • 630 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2024, up from 615 in Q2 2024.
  • Funds reported $5.73B of Vanguard Financials ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 57 funds opened new Vanguard Financials ETF positions in Q3 2024 and 35 closed out, a net change of +22 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2024 was Advisors Preferred, an estimated $32M added.
  • The largest Vanguard Financials ETF seller in Q3 2024 was Bank of America, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.