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
VFG
451
Valley Financial Group
Pennsylvania
$225K -$1.17K -11 -0.5%
WBCM
452
Wilson & Boucher Capital Management
California
$223K
LA
453
Legacy Advisors
Pennsylvania
$221K
SAM
454
Summit Asset Management
Tennessee
$221K +$954 +9 +0.4%
IFS
455
Ifrah Financial Services
Arkansas
$221K +$213K +2,008 New
PCMC
456
Private Capital Management (Colorado)
Colorado
$221K -$37.8K -357 -15%
KP
457
Keel Point
Alabama
$220K +$212K +1,998 New
CFP
458
Cypress Financial Planning
New Jersey
$219K -$16.1K -152 -7%
MG
459
Mather Group
Illinois
$219K -$39.7K -375 -16%
ORG
460
Optimist Retirement Group
Washington
$218K +$211K +1,987 New
FHC
461
First Heartland Consultants
Missouri
$217K +$209K +1,976 New
EI
462
Ellevest Inc
New York
$216K +$209K +1,968 New
SL
463
SWMG LLC
Texas
$216K +$188K +1,770 New
RCAG
464
Rehmann Capital Advisory Group
Michigan
$215K -$60.2K -568 -23%
SFA
465
Spectrum Financial Alliance
Kentucky
$214K +$207K +1,949 New
BCM
466
Boltwood Capital Management
California
$213K +$206K +1,942 New
IA
467
IFP Advisors
Florida
$213K +$20.3K +192 +11%
AWM
468
Avior Wealth Management
Nebraska
$212K +$134K +1,266 +191%
GRP
469
Global Retirement Partners
California
$208K +$72.4K +683 +56%
GLLW
470
Graves Light Lenhart Wealth
Virginia
$208K +$201K +1,896 New
FCMA
471
Foresight Capital Management Advisors
Michigan
$207K +$199K +1,882 New
TCM
472
Triumph Capital Management
Colorado
$206K -$55.6K -525 -22%
PCIG
473
Partners Capital Investment Group
Massachusetts
$206K +$199K +1,877 New
NAS
474
NWF Advisory Services
California
$206K +$198K +1,872 New
WG
475
Welch Group
Alabama
$204K +$197K +1,858 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.