VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
251
Leavell Investment Management
Alabama
$554K +$15.4K +190 +3%
WIM
252
Westside Investment Management
California
$551K – – –
TI
253
tru Independence
Oregon
$542K -$28K -348 -5%
BA
254
Bluesphere Advisors
Pennsylvania
$533K +$107K +1,328 +25%
BWM
255
Birchcreek Wealth Management
Ohio
$518K – – –
GVAG
256
Great Valley Advisor Group
Delaware
$514K +$4.5K +56 +0.9%
WA
257
WP Advisors
California
$512K +$2.81K +35 +0.6%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$511K +$427K +5,313 +507%
BOPW
259
Brandywine Oak Private Wealth
Pennsylvania
$509K – – –
Millennium Management
260
Millennium Management
New York
$507K +$507K +6,312 New
IPW
261
Invictus Private Wealth
Colorado
$505K -$78.2K -974 -13%
GC
262
Gilbert & Cook
Iowa
$498K -$6.35K -79 -1%
HR
263
Hardy Reed
Mississippi
$496K – – –
BRWA
264
B. Riley Wealth Advisors
Florida
$492K -$23.4K -290 -5%
CI
265
CX Institutional
Indiana
$483K -$1.8M -22,362 -79%
E
266
ETFidea
New York
$481K -$5.14K -64 -1%
MGIA
267
Moneta Group Investment Advisors
Missouri
$478K -$12K -149 -2%
WA
268
Wealthstar Advisors
Texas
$475K -$3.53K -44 -0.7%
SI
269
Stephens Inc
Arkansas
$475K -$95.9K -1,194 -17%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$474K +$6.43K +80 +1%
MCM
271
MAI Capital Management
Ohio
$473K -$50.9K -634 -10%
MC
272
Matisse Capital
Oregon
$472K – – –
CHA
273
Carmichael Hill & Associates
Maryland
$464K -$15.7K -196 -3%
FCM
274
Family Capital Management
Michigan
$460K -$17.3K -215 -4%
AWM
275
Avitas Wealth Management
California
$459K +$459K +5,712 New
9 10
11
12 13