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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
DI
351
DAGCO Inc
Ohio
$428K
PIA
352
Panoramic Investment Advisors
Colorado
$428K +$413K +3,893 New
BFA
353
Bragg Financial Advisors
North Carolina
$428K +$38.5K +363 +10%
PA
354
PFG Advisors
Arizona
$427K -$71.5K -675 -15%
Empower Advisory Group
355
Empower Advisory Group
Colorado
$421K -$51.1K -482 -11%
HH
356
Hilltop Holdings
Texas
$419K +$404K +3,811 New
SVWAG
357
Sound View Wealth Advisors Group
Georgia
$419K +$8.37K +79 +2%
FWM
358
Focused Wealth Management
New York
$416K -$19.2K -181 -5%
PFA
359
Pure Financial Advisors
California
$415K +$8.48K +80 +2%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$412K +$15.4K +145 +4%
KWA
361
Kingswood Wealth Advisors
California
$411K -$53.5K -505 -12%
Chevy Chase Trust
362
Chevy Chase Trust
Maryland
$402K
BFG
363
Bouchey Financial Group
New York
$401K -$4.13K -39 -1%
CIA
364
Compass Ion Advisors
Pennsylvania
$401K -$10.8K -102 -3%
CD
365
Chapin Davis
Maryland
$399K +$106 +1 +0%
TI
366
tru Independence
Oregon
$396K +$4.24K +40 +1%
HI
367
Harbour Investments
Wisconsin
$394K +$2.01K +19 +0.5%
GGS
368
Galvin Gaustad & Stein
Arizona
$390K
Kovitz Investment Group Partners
369
Kovitz Investment Group Partners
Illinois
$390K +$85.1K +803 +24%
SCM
370
Spreng Capital Management
Ohio
$388K -$179K -1,688 -32%
KA
371
Kovack Advisors
Florida
$386K +$9.86K +93 +3%
AP
372
Americana Partners
Texas
$384K +$1.38K +13 +0.4%
HA
373
Hanover Advisors
South Carolina
$380K -$20.1K -190 -5%
GM
374
GeoWealth Management
Illinois
$379K -$2.23K -21 -0.6%
VIM
375
Vista Investment Management
Pennsylvania
$378K -$13K -123 -3%

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.