We are live on ! Find out more
VFH icon

Vanguard Financials ETF

547 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $763K

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$525M)

3.72% more ownership

Funds ownership: 53.24%56.97% (+3.7%)

3% more funds holding

Funds holding: 532547 (+15)

2% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 181

Holders
547
Holders Change
+15
Holders Change %
+2.82%
% of All Funds
8.68%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
178
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
376
Main Street Financial Solutions
Pennsylvania
$245K -$1.5K -18 -0.6%
JHCP
377
Jackson Hole Capital Partners
Oklahoma
$243K
PWM
378
PRW Wealth Management
Massachusetts
$243K +$263K +3,147 New
WLIM
379
White Lighthouse Investment Management
Massachusetts
$242K +$20K +239 +9%
FHC
380
First Heartland Consultants
Missouri
$240K -$3.68K -44 -1%
RPCONE
381
Retirement Planning Company of New England
Rhode Island
$238K -$118K -1,409 -32%
DC
382
Davenport & Co
Virginia
$234K
USCWA
383
U.S. Capital Wealth Advisors
Texas
$234K -$50.7K -607 -17%
NS
384
NBC Securities
Alabama
$233K +$243K +2,907 New
CWM
385
Congress Wealth Management
Massachusetts
$231K -$1.66M -19,804 -87%
DFG
386
Delta Financial Group
New Jersey
$230K +$4.85K +58 +2%
PFS
387
Prospera Financial Services
Texas
$229K +$238K +2,847 New
HWM
388
HB Wealth Management
Georgia
$228K -$13.8K -165 -5%
LNC
389
Lincoln National Corp
Pennsylvania
$227K +$5.27K +63 +2%
AMBIA
390
Allen Mooney & Barnes Investment Advisors
Georgia
$226K +$1.5K +18 +0.6%
GCP
391
GSA Capital Partners
United Kingdom
$224K +$233K +2,786 New
CIA
392
Compass Ion Advisors
Pennsylvania
$221K +$230K +2,755 New
CPIG
393
Chicago Partners Investment Group
Illinois
$221K +$752 +9 +0.3%
BWP
394
Bernardo Wealth Planning
Pennsylvania
$221K
SOS
395
Silver Oak Securities
Tennessee
$219K +$669 +8 +0.3%
CBFP
396
Cedar Brook Financial Partners
Ohio
$215K -$12.4K -148 -5%
JHP
397
James Hambro & Partners
United Kingdom
$215K
AA
398
Aire Advisors
California
$213K +$1.17K +14 +0.5%
WS
399
Wedbush Securities
California
$212K -$23.5K -281 -10%
VFA
400
Valeo Financial Advisors
Indiana
$208K +$217K +2,593 New

VFH Hedge Fund Activity: Q3 2023 in Review

547 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2023, worth a combined $4.73B — up 12% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VFH positions and 36 closed out — a net gain of 22 holders — while 178 added to existing stakes and 181 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, adding an estimated $348M. The largest seller was Bank of America, cutting an estimated $146M.

  • 547 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2023, up from 532 in Q2 2023.
  • Funds reported $4.73B of Vanguard Financials ETF stock for Q3 2023, up 12% quarter-over-quarter.
  • 58 funds opened new Vanguard Financials ETF positions in Q3 2023 and 36 closed out, a net change of +22 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2023 was Varma Mutual Pension Insurance Co, an estimated $348M added.
  • The largest Vanguard Financials ETF seller in Q3 2023 was Bank of America, an estimated $146M sold.

Based on aggregated 13F filings for Q3 2023.