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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
SPC
401
Sigma Planning Corp
Michigan
$325K -$318 -3 -0.1%
SOS
402
Silver Oak Securities
Tennessee
$316K +$29.9K +282 +11%
MFGM
403
Marshall Financial Group (Maryland)
Maryland
$315K -$46.3K -437 -13%
FA
404
Fountainhead AM
New Jersey
$313K +$32.7K +309 +12%
IIA
405
Integral Investment Advisors
California
$312K +$300K +2,835 New
TPCW
406
TD Private Client Wealth
New York
$309K -$2.12K -20 -0.7%
MSF
407
Mustard Seed Financial
Arkansas
$308K
SW
408
Solidarity Wealth
Utah
$305K +$293K +2,761 New
DC
409
Davenport & Co
Virginia
$304K +$3.81K +36 +1%
National Bank of Canada
410
National Bank of Canada
Quebec, Canada
$304K
CAG
411
Csenge Advisory Group
Florida
$302K +$283K +2,670 New
RPCONE
412
Retirement Planning Company of New England
Rhode Island
$302K -$7.31K -69 -2%
AA
413
Aire Advisors
California
$298K +$1.38K +13 +0.5%
BCG
414
Breakwater Capital Group
New Jersey
$294K
CS
415
Capital Square
Tennessee
$288K +$12.2K +115 +5%
MSFS
416
Main Street Financial Solutions
Pennsylvania
$287K -$38.4K -362 -12%
FHA
417
Flagship Harbor Advisors
Massachusetts
$282K -$43.1K -407 -14%
WS
418
Wedbush Securities
California
$281K -$13K -123 -5%
FNBT
419
FineMark National Bank & Trust
Florida
$277K -$4.34K -41 -2%
RPGK
420
Retirement Planning Group (Kansas)
Kansas
$272K -$819K -7,729 -76%
PP
421
PDS Planning
Ohio
$269K -$1.27K -12 -0.5%
CC
422
Courier Capital
New York
$268K -$77.9K -735 -23%
JPLA
423
Joseph P. Lucia & Associates
New York
$264K
BAM
424
BOS Asset Management
Illinois
$262K +$212 +2 +0.1%
AssetMark Inc
425
AssetMark Inc
California
$262K +$100K +947 +66%

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.