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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
VA
251
Valmark Advisers
Ohio
$818K +$16.2K +153 +2%
OIA
252
OneDigital Investment Advisors
Kansas
$818K +$1.59K +15 +0.2%
KPWS
253
Kestra Private Wealth Services
Texas
$805K -$6.36K -60 -0.8%
Wealthfront Advisers
254
Wealthfront Advisers
California
$799K +$53.7K +507 +7%
Financial Engines Advisors
255
Financial Engines Advisors
California
$791K -$173K -1,630 -19%
CA
256
Clearstead Advisors
Ohio
$791K -$5.3K -50 -0.7%
BCMLT
257
Beacon Capital Management LLC (Tennessee)
Tennessee
$785K -$35.7K -337 -5%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$778K -$26.7K -252 -3%
BA
259
Bluesphere Advisors
Pennsylvania
$778K +$58.5K +552 +8%
WA
260
WP Advisors
California
$773K -$9.86K -93 -1%
FPB
261
First PREMIER Bank
South Dakota
$772K -$60.6K -572 -8%
CFP
262
Cascade Financial Partners
California
$769K -$2.44K -23 -0.3%
NRI
263
NFP Retirement Inc
California
$768K -$18.8K -177 -2%
P
264
&Partners
Tennessee
$759K +$68.5K +646 +10%
MHIC
265
Marble Harbor Investment Counsel
Massachusetts
$753K
BEAM
266
Baker Ellis Asset Management
Washington
$748K -$106K -1,000 -13%
CFG
267
Citizens Financial Group
Rhode Island
$734K +$24K +226 +4%
BCM
268
Brookstone Capital Management
Illinois
$729K +$298K +2,813 +74%
PPWP
269
Premier Path Wealth Partners
New Jersey
$727K -$3.39K -32 -0.5%
EWA
270
EP Wealth Advisors
California
$722K +$147K +1,385 +27%
PFS
271
Prospera Financial Services
Texas
$713K +$46.3K +437 +7%
BOPW
272
Brandywine Oak Private Wealth
Pennsylvania
$696K
US Bancorp
273
US Bancorp
Minnesota
$694K +$22.5K +212 +3%
HR
274
Hardy Reed
Mississippi
$694K
Brown Advisory
275
Brown Advisory
Maryland
$682K +$25.5K +241 +4%

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.