VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

604 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, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.8M
2
Morgan Stanley
Morgan Stanley
New York
+$42.5M
3
MW
Marks Wealth
Maryland
+$35.3M
4
Ameriprise
Ameriprise
Minnesota
+$33.6M
5
Wells Fargo
Wells Fargo
California
+$16.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$98.1M
2
Citigroup
Citigroup
New York
-$62.5M
3
ETC
Exchange Traded Concepts
Oklahoma
-$34.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$9.1M
5
MIM
Morningstar Investment Management
Illinois
-$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
251
Spreng Capital Management
Ohio
$750K -$34.8K -360 -4%
USCWA
252
U.S. Capital Wealth Advisors
Texas
$746K +$10.4K +108 +1%
SPC
253
Sigma Planning Corp
Michigan
$742K +$54.7K +567 +8%
BOPW
254
Brandywine Oak Private Wealth
Pennsylvania
$740K – – –
IC
255
Inscription Capital
Texas
$732K – – –
US Bancorp
256
US Bancorp
Minnesota
$727K +$54.7K +566 +8%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$725K -$16K -166 -2%
RSWM
258
Robertson Stephens Wealth Management
California
$711K +$6.66K +69 +0.9%
PPA
259
Parametric Portfolio Associates
Washington
$710K +$186K +1,927 +36%
CFGS
260
Concourse Financial Group Securities
Alabama
$708K -$46K -476 -6%
EW
261
Evoke Wealth
California
$693K – – –
CWM
262
Collaborative Wealth Management
Florida
$682K +$682K +7,066 New
Comerica Bank
263
Comerica Bank
Texas
$669K -$570K -6,030 -46%
VVP
264
Venture Visionary Partners
Ohio
$659K +$49.1K +509 +8%
HWM
265
HB Wealth Management
Georgia
$657K +$657K +6,802 New
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$656K +$199K +2,060 +44%
GGS
267
Galvin Gaustad & Stein
Arizona
$653K -$6.57K -68 -1%
Barclays
268
Barclays
United Kingdom
$645K -$2.52M -26,050 -80%
OWA
269
Octavia Wealth Advisors
Ohio
$618K +$3K +31 +0.5%
WA
270
Wealthstar Advisors
Texas
$604K +$36K +373 +6%
Brown Advisory
271
Brown Advisory
Maryland
$604K +$42K +435 +7%
PCA
272
Personal Capital Advisors
California
$604K +$57.2K +618 +10%
BA
273
Bluesphere Advisors
Pennsylvania
$589K +$89.2K +923 +18%
WA
274
WP Advisors
California
$575K +$6.27K +65 +1%
CWM
275
Cornerstone Wealth Management
Missouri
$568K +$28.8K +297 +5%
9 10
11
12 13