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 %
Prudential Financial
276
Prudential Financial
New Jersey
$458K -$20.9K -260 -4%
CPSC
277
Carl P. Sherr & Co
Massachusetts
$449K +$5.46K +68 +1%
JWCA
278
J.W. Cole Advisors
Florida
$449K +$232K +2,893 +107%
PGFC
279
Peapack-Gladstone Financial Corp
New Jersey
$447K -$48.3K -602 -10%
SCM
280
Spreng Capital Management
Ohio
$443K -$4.02K -50 -0.9%
CF
281
Centaurus Financial
California
$441K +$97.6K +1,216 +28%
VIA
282
Vickerman Investment Advisors
Washington
$440K -$163K -2,030 -27%
VVP
283
Venture Visionary Partners
Ohio
$437K +$80 +1 +0%
API
284
Advisor Partners II
California
$436K +$436K +5,423 New
Wealthfront Advisers
285
Wealthfront Advisers
California
$429K +$24.6K +306 +6%
APP
286
Avantax Planning Partners
Iowa
$423K -$25.6K -319 -6%
Brown Advisory
287
Brown Advisory
Maryland
$418K -$69.8K -869 -14%
NF
288
Norwood Financial
Pennsylvania
$417K – – –
HWM
289
Howard Wealth Management
Connecticut
$412K -$14.6K -182 -3%
Barclays
290
Barclays
United Kingdom
$408K -$785K -9,765 -66%
ECM
291
Evergreen Capital Management
Washington
$408K +$485 +6 +0.1%
CG
292
Caprock Group
Idaho
$408K – – –
MA
293
MAS Advisors
Florida
$407K – – –
EWA
294
EP Wealth Advisors
California
$400K -$349K -4,351 -47%
OHWA
295
Oak Hill Wealth Advisors
Virginia
$390K -$40.2K -500 -9%
NFG
296
Nations Financial Group
Iowa
$385K -$16.1K -200 -4%
CAG
297
Crestwood Advisors Group
Massachusetts
$384K +$103K +1,285 +37%
CFGSD
298
Compass Financial Group (South Dakota)
South Dakota
$382K -$140K -1,745 -27%
TLP
299
Trinity Legacy Partners
Texas
$381K -$654K -8,140 -63%
BW
300
Bison Wealth
Georgia
$380K -$17.9K -223 -5%
10 11
12
13 14