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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
CB
326
Commerce Bank
Missouri
$496K -$34.4K -325 -7%
UCFA
327
United Capital Financial Advisors
Texas
$495K -$5.3K -50 -1%
CAG
328
Crestwood Advisors Group
Massachusetts
$489K -$48.2K -455 -9%
MCM
329
Mainstream Capital Management
California
$489K +$471K +4,445 New
NEWAS
330
N.E.W. Advisory Services
Wisconsin
$487K
WAS
331
Winch Advisory Services
Wisconsin
$486K +$742 +7 +0.2%
FCM
332
Family Capital Management
Michigan
$485K -$2.86K -27 -0.6%
SB
333
Simmons Bank
Arkansas
$480K
HCC
334
Hirtle Callaghan & Co
Pennsylvania
$476K
SFA
335
Sequoia Financial Advisors
Ohio
$474K +$32.3K +305 +8%
CAMG
336
CWA Asset Management Group
Florida
$467K +$451K +4,253 New
CSPIA
337
Cary Street Partners Investment Advisory
Virginia
$467K +$16.4K +155 +4%
SL
338
Salomon & Ludwin
Virginia
$463K -$256K -2,416 -36%
DS
339
DRW Securities
Illinois
$460K +$444K +4,185 New
FCH
340
Freestone Capital Holdings
Washington
$457K +$441K +4,160 New
WLIM
341
White Lighthouse Investment Management
Massachusetts
$453K -$4.03K -38 -0.9%
FPAS
342
Focus Partners Advisor Solutions
Missouri
$448K +$54.7K +516 +14%
GL
343
Graypoint LLC
New York
$446K
SL
344
Sentinus LLC
Illinois
$446K -$5.93K -56 -1%
WPC
345
Wedmont Private Capital
Pennsylvania
$445K +$212 +2 +0%
AIA
346
Allied Investment Advisors
Montana
$442K -$9.96K -94 -2%
BFG
347
Berger Financial Group
Minnesota
$438K
HPM
348
Hoxton Planning & Management
West Virginia
$435K +$420K +3,962 New
Vanguard Group
349
Vanguard Group
Pennsylvania
$433K
APP
350
Avantax Planning Partners
Iowa
$433K -$22.5K -212 -5%

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.