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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
AIM
426
Acropolis Investment Management
Missouri
$261K
JJBC
427
James J. Burns & Company
New York
$258K
BAM
428
Belpointe Asset Management
Nevada
$253K -$7.42K -70 -3%
WP
429
WMS Partners
Maryland
$250K +$241K +2,272 New
FNT
430
First National Trust
Pennsylvania
$250K
JWCA
431
J.W. Cole Advisors
Florida
$249K -$123K -1,162 -34%
CB
432
Chris Bulman
California
$248K
FFA
433
Farther Finance Advisors
California
$248K +$47.3K +446 +25%
Fisher Asset Management
434
Fisher Asset Management
Washington
$246K -$127K -1,199 -35%
CM
435
Capital Management
Virginia
$246K
USCWA
436
U.S. Capital Wealth Advisors
Texas
$245K -$99K -934 -30%
VFA
437
Valeo Financial Advisors
Indiana
$240K -$22.8K -215 -9%
CW
438
Channel Wealth
California
$240K -$18.2K -172 -7%
PCS
439
Private Client Services
Kentucky
$235K +$14.2K +134 +7%
HSA
440
HBK Sorce Advisory
Pennsylvania
$235K
HCM
441
Hollencrest Capital Management
California
$233K +$742 +7 +0.3%
GC
442
Gilbert & Cook
Iowa
$232K -$89.7K -846 -29%
ZF
443
Zhang Financial
Michigan
$232K
SC
444
Savant Capital
Illinois
$231K +$1.48K +14 +0.7%
MC
445
Moors & Cabot
Massachusetts
$231K
PAG
446
Private Advisory Group
Washington
$231K
AMBIA
447
Allen Mooney & Barnes Investment Advisors
Georgia
$231K +$106 +1 +0%
AF
448
Apollon Financial
South Carolina
$230K
OBWG
449
Onyx Bridge Wealth Group
New York
$228K +$424 +4 +0.2%
WIA
450
World Investment Advisors
California
$227K +$219K +2,068 New

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.