We are live on ! Find out more
VFH icon

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
AWA
376
Arete Wealth Advisors
Illinois
$376K -$15.6K -147 -4%
OWA
377
Octavia Wealth Advisors
Ohio
$372K -$15.4K -145 -4%
CWM
378
Collaborative Wealth Management
Florida
$368K -$9.33K -88 -3%
DFG
379
Delta Financial Group
New Jersey
$367K +$3.07K +29 +0.9%
DWP
380
Daymark Wealth Partners
Ohio
$367K +$138K +1,306 +64%
MFA
381
Mayflower Financial Advisors
Massachusetts
$363K -$102K -967 -23%
FIA
382
FNY Investment Advisers
New York
$362K +$350K +3,300 New
MWM
383
Maltin Wealth Management
New Jersey
$360K +$1.59K +15 +0.5%
TI
384
Trexquant Investment
Connecticut
$359K -$516K -4,872 -60%
WA
385
Westfuller Advisors
New York
$350K +$336K +3,173 New
DWM
386
Dakota Wealth Management
Florida
$347K -$17K -160 -5%
SEIA
387
Signature Estate & Investment Advisors
California
$347K +$318 +3 +0.1%
MCWS
388
McKinley Carter Wealth Services
West Virginia
$347K +$424 +4 +0.1%
BDF
389
Black Diamond Financial
Maryland
$346K
CP
390
Creekside Partners
California
$345K
CPIG
391
Chicago Partners Investment Group
Illinois
$342K +$954 +9 +0.3%
MWM
392
Modern Wealth Management
Kansas
$342K +$16.3K +154 +5%
MA
393
Montag & Associates
Georgia
$341K +$13.1K +124 +4%
AWA
394
Amplius Wealth Advisors
Pennsylvania
$340K
FBC
395
Fairfield, Bush & Co
Connecticut
$340K -$10.6K -100 -3%
ICP
396
Interchange Capital Partners
Pennsylvania
$338K +$43.6K +411 +15%
KeyBank National Association
397
KeyBank National Association
Ohio
$334K +$75.7K +714 +31%
CAC
398
Certified Advisory Corp
Florida
$332K +$212 +2 +0.1%
VIA
399
Vickerman Investment Advisors
Washington
$329K
CIA
400
Capital Investment Advisors
Georgia
$329K +$43.9K +414 +16%

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.