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 %
WAS
301
Winch Advisory Services
Wisconsin
$473K +$12.4K +128 +3%
OIA
302
OneDigital Investment Advisors
Kansas
$469K -$53.4K -553 -10%
KPCM
303
Kings Point Capital Management
New York
$469K +$27.7K +287 +6%
SVWAG
304
Sound View Wealth Advisors Group
Georgia
$467K +$467K +4,837 New
CIM
305
Corbyn Investment Management
Maryland
$466K +$51K +529 +12%
RIA
306
Realta Investment Advisors
Delaware
$465K +$46.7K +484 +11%
SB
307
Simmons Bank
Arkansas
$461K -$19.3K -200 -4%
EWA
308
EP Wealth Advisors
California
$457K +$138K +1,434 +43%
CA
309
Cetera Advisors
Colorado
$454K +$15.8K +164 +4%
HWAM
310
Hennion & Walsh Asset Management
New Jersey
$453K +$31K +321 +7%
HR
311
Hardy Reed
Mississippi
$451K +$451K +4,668 New
CB
312
Cadence Bank
Mississippi
$445K – – –
WPC
313
Waters Parkerson & Co
Louisiana
$444K – – –
GVAG
314
Great Valley Advisor Group
Delaware
$441K – – –
FFA
315
Founders Financial Alliance
North Carolina
$437K +$226K +2,342 +107%
BFA
316
Bragg Financial Advisors
North Carolina
$434K – – –
ACI
317
Alpha Cubed Investments
California
$431K +$209K +2,170 +95%
RPCONE
318
Retirement Planning Company of New England
Rhode Island
$431K +$431K +4,472 New
MCWS
319
McKinley Carter Wealth Services
West Virginia
$426K +$290 +3 +0.1%
MOS
320
MGO One Seven
Ohio
$421K +$111K +1,145 +36%
HCC
321
Hirtle Callaghan & Co
Pennsylvania
$418K – – –
AWA
322
Arete Wealth Advisors
Illinois
$416K +$20.9K +217 +5%
MCM
323
Murphy Capital Management
New Jersey
$415K – – –
BWL
324
Bogart Wealth LLC
Virginia
$415K +$15.2K +157 +4%
OBWG
325
Onyx Bridge Wealth Group
New York
$414K +$192K +1,971 +87%
11 12
13
14 15