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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
ECM
301
Evergreen Capital Management
Washington
$570K +$530 +5 +0.1%
MIG
302
McGuire Investment Group
Rhode Island
$569K +$15.4K +145 +3%
SI
303
Stephens Inc
Arkansas
$566K -$24.6K -232 -4%
BRWA
304
B. Riley Wealth Advisors
Florida
$566K -$118K -1,112 -18%
ZRP
305
Zynergy Retirement Planning
New Jersey
$565K -$4.66K -44 -0.8%
Koshinski Asset Management
306
Koshinski Asset Management
Illinois
$563K -$18.8K -177 -3%
HWM
307
HB Wealth Management
Georgia
$559K +$264K +2,494 +96%
MA
308
MAS Advisors
Florida
$557K
PVI
309
Pine Valley Investments
New Jersey
$555K -$17.3K -163 -3%
EW
310
Evoke Wealth
California
$554K +$531K +5,013 New
MAM
311
Mainsail Asset Management
Alabama
$554K
QCM
312
QRG Capital Management
Illinois
$554K +$32.1K +303 +6%
BlackRock
313
BlackRock
New York
$551K +$70.2K +662 +15%
CFGSD
314
Compass Financial Group (South Dakota)
South Dakota
$535K +$7.21K +68 +1%
CG
315
Caprock Group
Idaho
$533K
BFAG
316
Blackston Financial Advisory Group
Florida
$532K +$513K +4,844 New
VVP
317
Venture Visionary Partners
Ohio
$527K -$30K -283 -6%
LAM
318
Lewis Asset Management
California
$524K +$1.17K +11 +0.2%
AM
319
AGF Management
Ontario, Canada
$521K
WPC
320
Waters Parkerson & Co
Louisiana
$517K
AFO
321
Arrowroot Family Office
California
$512K +$17.1K +161 +4%
FFA
322
Founders Financial Alliance
North Carolina
$509K
MFG
323
Mosaic Financial Group
Illinois
$505K -$251K -2,373 -34%
VWM
324
Venturi Wealth Management
Texas
$497K +$476K +4,490 +15,483%
PIA
325
Petredis Investment Advisors
Pennsylvania
$496K

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.