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Vanguard Financials ETF
VFH

623 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 193 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $8.54M | Put options by funds: $1.56M

81% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 47

5% more funds holding

Funds holding: 592 → 623 (+31)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 206

7.08% less ownership

Funds ownership: 60.29% → 53.21% (-7.1%)

10% less capital invested

Capital invested by funds: $5.56B → $5.02B (-$546M)

Holders
623
Holders Change
+31
Holders Change %
+5.24%
% of All Funds
8.97%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
193
Reduced
206
Closed
47
Calls
$8.54M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$32.8M
4
EWG
Executive Wealth Group
Washington
+$20.6M
5
PCH
PGIM Custom Harvest
New Jersey
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$741M
2
Morgan Stanley
Morgan Stanley
New York
-$261M
3
UBS Group
UBS Group
Switzerland
-$160M
4
AP
Advisors Preferred
Maryland
-$61.9M
5
MIS
Morningstar Investment Services
Illinois
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
401
Lincoln National Corp
Pennsylvania
$290K +$41.3K +430 +18%
RPCONE
402
Retirement Planning Company of New England
Rhode Island
$288K +$864 +9 +0.3%
MSF
403
Mustard Seed Financial
Arkansas
$287K – – –
TPCW
404
TD Private Client Wealth
New York
$286K -$23.6K -246 -8%
KA
405
Kovack Advisors
Florida
$284K -$2.88K -30 -1%
CBFP
406
Cedar Brook Financial Partners
Ohio
$278K +$864 +9 +0.3%
CPIG
407
Chicago Partners Investment Group
Illinois
$278K +$576 +6 +0.2%
AA
408
Aire Advisors
California
$276K +$1.05K +11 +0.4%
BCG
409
Breakwater Capital Group
New Jersey
$274K +$12.6K +131 +5%
BAM
410
BOS Asset Management
Illinois
$274K -$10.4K -108 -4%
CWM
411
Calamos Wealth Management
Illinois
$273K +$256K +2,665 New
CIA
412
Capital Investment Advisors
Georgia
$272K +$10.1K +105 +4%
FCI
413
Financial Counselors Inc
Kansas
$271K +$45.3K +472 +22%
SOS
414
Silver Oak Securities
Tennessee
$266K -$23.6K -246 -9%
HWM
415
HB Wealth Management
Georgia
$265K -$24.2K -252 -9%
WS
416
Wedbush Securities
California
$262K -$11.4K -119 -4%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$258K +$242K +2,521 New
FPAS
418
Focus Partners Advisor Solutions
Missouri
$258K +$241K +2,515 New
CDH
419
Charles D. Hyman
$253K – – –
CFS
420
Coordinated Financial Services
Colorado
$253K +$237K +2,467 New
IAIM
421
International Assets Investment Management
Florida
$250K +$236K +2,461 New
WAM
422
WNY Asset Management
New York
$250K +$234K +2,439 New
SEP
423
Southland Equity Partners
Missouri
$249K +$233K +2,431 New
EI
424
Ellevest Inc
New York
$249K +$233K +2,427 New
BAM
425
Belpointe Asset Management
Nevada
$248K +$4.13K +43 +2%
15 16
17
18 19

VFH Hedge Fund Activity: Q1 2024 in Review

623 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2024, worth a combined $5.02B — down 9.8% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VFH positions and 47 closed out — a net gain of 38 holders — while 193 added to existing stakes and 206 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $108M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $741M sold.

  • 623 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2024, up from 592 in Q4 2023.
  • Funds reported $5.02B of Vanguard Financials ETF stock for Q1 2024, down 9.8% quarter-over-quarter.
  • 85 funds opened new Vanguard Financials ETF positions in Q1 2024 and 47 closed out, a net change of +38 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $108M added.
  • The largest Vanguard Financials ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $741M sold.

Based on aggregated 13F filings for Q1 2024.