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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
CHA
276
Carmichael Hill & Associates
Maryland
$682K +$44.1K +416 +7%
IPW
277
Invictus Private Wealth
Colorado
$678K -$1.7K -16 -0.3%
WN
278
Williams & Novak
California
$672K
VCM
279
Vivaldi Capital Management
Illinois
$670K +$88.7K +837 +16%
SIAG
280
Safeguard Investment Advisory Group
California
$668K -$12.6K -119 -2%
CF
281
Centaurus Financial
California
$665K +$147K +1,387 +30%
Qube Research & Technologies (QRT)
282
Qube Research & Technologies (QRT)
United Kingdom
$663K +$353K +3,333 +123%
MFC
283
Morris Financial Concepts
South Carolina
$660K +$118K +1,113 +23%
BWM
284
Birchcreek Wealth Management
Ohio
$656K
MC
285
Matisse Capital
Oregon
$645K
HWM
286
Howard Wealth Management
Connecticut
$641K -$7.63K -72 -1%
SB
287
Strategic Blueprint
Georgia
$638K +$92.3K +871 +18%
AC
288
Avestar Capital
New York
$631K
TSWM
289
Tyler-Stone Wealth Management
Ohio
$630K +$305K +2,875 +101%
CIBC World Market
290
CIBC World Market
Ontario, Canada
$626K +$28.6K +270 +5%
LIM
291
Leavell Investment Management
Alabama
$625K -$2.01K -19 -0.3%
RJT
292
Raymond James Trust
Florida
$621K -$23.7K -224 -4%
1CP
293
17 Capital Partners
Arizona
$619K +$152K +1,431 +34%
RFN
294
Redwood Financial Network
Ohio
$618K +$19.8K +187 +3%
BWL
295
Bogart Wealth LLC
Virginia
$617K
WPW
296
Waldron Private Wealth
Pennsylvania
$616K +$2.65K +25 +0.5%
JCFM
297
JBR Co Financial Management
Oklahoma
$615K -$14.3K -135 -2%
SAM
298
SignalPoint Asset Management
Missouri
$606K +$171K +1,609 +41%
SWP
299
Stratos Wealth Partners
Ohio
$592K -$140K -1,322 -20%
CPSC
300
Carl P. Sherr & Co
Massachusetts
$570K

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.