VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

621 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, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFG
451
Valley Financial Group
Pennsylvania
$215K -$9.63K -94 -4%
AF
452
Apollon Financial
South Carolina
$214K +$214K +2,092 New
SAG
453
SageView Advisory Group
California
$208K +$208K +3,148 New
AMBIA
454
Allen Mooney & Barnes Investment Advisors
Georgia
$207K -$70K -710 -25%
SC
455
Savant Capital
Illinois
$206K +$206K +2,008 New
SAM
456
Summit Asset Management
Tennessee
$205K +$205K +2,004 New
BCM
457
Brookstone Capital Management
Illinois
$205K -$647K -6,323 -76%
WJWM
458
Williams Jones Wealth Management
New York
$205K +$205K +2,001 New
OBWG
459
Onyx Bridge Wealth Group
New York
$205K -$175K -1,771 -46%
CIA
460
Choate Investment Advisors
Massachusetts
$205K +$205K +2,000 New
RIA
461
Regal Investment Advisors
Michigan
$203K +$203K +1,984 New
GRP
462
Global Retirement Partners
California
$200K -$6.96K -68 -3%
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$195K +$7.37K +72 +4%
BAM
464
BTS Asset Management
Massachusetts
$187K +$187K +1,830 New
IA
465
IFP Advisors
Florida
$165K -$182K -1,779 -52%
FFA
466
Farther Finance Advisors
California
$165K +$135K +1,325 +439%
Kayne Anderson Rudnick Investment Management
467
Kayne Anderson Rudnick Investment Management
California
$164K -$7.89K -77 -5%
WTC
468
WhitTier Trust Company
Nevada
$162K – – –
JWA
469
JFS Wealth Advisors
Pennsylvania
$153K – – –
GFPC
470
Global Financial Private Client
Florida
$152K – – –
FHA
471
First Horizon Advisors
Tennessee
$149K – – –
WT
472
Whittier Trust
California
$141K – – –
FCA
473
FinTrust Capital Advisors
South Carolina
$141K -$238K -2,323 -63%
CIA
474
Cape Investment Advisory
Georgia
$138K +$88.4K +863 +179%
IGWM
475
ICA Group Wealth Management
Colorado
$136K -$5.63K -55 -4%
17 18
19
20 21