VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
2
Bank of America
North Carolina
$2.11B
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
5
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
2
Morgan Stanley
New York
$212M
3
SWM
3
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$14.5M -$11.4M -140,051 -44%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$14.4M +$377K +4,639 +3%
FSC
28
Full Sail Capital
Oklahoma
$14.3M -$669K -8,232 -4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$14M +$1.71M +20,999 +14%
Corient Private Wealth
30
Corient Private Wealth
Florida
$12.7M +$451K +5,548 +4%
Goldman Sachs
31
Goldman Sachs
New York
$12.5M +$3.75M +46,164 +43%
TCOO
32
Trust Company of Oklahoma
Oklahoma
$12.1M -$407K -5,013 -3%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$12M -$17.6M -216,698 -60%
CMA
34
Cedar Mountain Advisors
Oregon
$11.5M +$1.14K +14 +0%
CWM
35
CMH Wealth Management
New Hampshire
$11.3M +$317K +3,897 +3%
AAS
36
Avantax Advisory Services
Texas
$10.9M -$9.51K -117 -0.1%
NYLIM
37
New York Life Investment Management
New York
$10.5M +$8.59M +105,757 +448%
EC
38
Estate Counselors
Wisconsin
$10.5M +$757K +9,320 +8%
NFC
39
Northeast Financial Consultants
Connecticut
$10.2M -$831K -10,232 -8%
AWM
40
AE Wealth Management
Kansas
$10.1M -$2.74M -33,731 -21%
RWG
41
Ratio Wealth Group
Colorado
$9.85M +$9.85M +121,204 New
Mariner
42
Mariner
Kansas
$9.59M -$692K -8,513 -7%
MFG
43
Marmo Financial Group
Tennessee
$9.32M -$206K -2,541 -2%
WA
44
WBH Advisory
Maryland
$9.31M +$149K +1,840 +2%
EWG
45
Executive Wealth Group
Washington
$8.79M – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$8.3M -$1.88M -23,172 -18%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$8.19M -$4.99M -61,441 -38%
HighTower Advisors
48
HighTower Advisors
Illinois
$8.15M -$232K -2,853 -3%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$7.87M +$125K +1,539 +2%
CAN
50
Cetera Advisor Networks
California
$7.86M +$13.4K +165 +0.2%
1
2
3 4 5