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Vanguard Financials ETF

705 hedge funds and large institutions have $6.85B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 249 increasing their positions, 185 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

946% more call options, than puts

Call options by funds: $5.68M | Put options by funds: $543K

233% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 185

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

20% more capital invested

Capital invested by funds: $5.73B → $6.85B (+$1.12B)

12% more funds holding

Funds holding: 630705 (+75)

1.97% less ownership

Funds ownership: 56.45%54.49% (-2%)

Holders
705
Holders Change
+75
Holders Change %
+11.9%
% of All Funds
9.29%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
120
Increased
249
Reduced
185
Closed
36
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$23.6M +$1.96M +16,546 +9%
Barclays
27
Barclays
United Kingdom
$21.9M +$10.3M +86,751 +88%
A
28
Allianz
Germany
$21.7M +$21.7M +183,254 +113,120%
SFM
29
Soros Fund Management
New York
$20.6M
PP
30
Prudential plc
United Kingdom
$20M +$20M +169,200 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$19.5M +$1.65M +13,987 +9%
HW
32
Hamilton Wealth
California
$19.5M +$3.17M +26,771 +19%
EC
33
Estate Counselors
Wisconsin
$19.2M +$60.3K +510 +0.3%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$18.4M -$729K -6,163 -4%
MML Investors Services
35
MML Investors Services
Massachusetts
$18.2M +$10.2M +85,952 +126%
Lido Advisors
36
Lido Advisors
California
$17.9M +$794K +6,715 +5%
AAS
37
Avantax Advisory Services
Texas
$17.5M -$273K -2,312 -2%
FSC
38
Full Sail Capital
Oklahoma
$17.4M -$370K -3,125 -2%
CMA
39
Cedar Mountain Advisors
Oregon
$17.3M -$9.34K -79 -0.1%
TCOO
40
Trust Company of Oklahoma
Oklahoma
$16.6M -$30.7K -260 -0.2%
CWM
41
CMH Wealth Management
New Hampshire
$16.3M +$201K +1,701 +1%
TF
42
Theory Financial
Colorado
$16.3M -$406K -3,436 -2%
EDRH
43
Edmond de Rothschild Holding
Switzerland
$15.4M +$176K +1,490 +1%
Corient Private Wealth
44
Corient Private Wealth
Florida
$14.7M -$409K -3,458 -3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$14.6M +$4.45M +37,640 +44%
HighTower Advisors
46
HighTower Advisors
Illinois
$14.4M +$851K +7,195 +6%
Mariner
47
Mariner
Kansas
$14.3M +$377K +3,186 +3%
AWS
48
Atria Wealth Solutions
New York
$14.1M -$86.7K -733 -0.6%
Truist Financial
49
Truist Financial
North Carolina
$13.9M +$581K +4,916 +4%
WA
50
WBH Advisory
Maryland
$13.8M -$710 -6 -0%

VFH Hedge Fund Activity: Q4 2024 in Review

705 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2024, worth a combined $6.85B — up 20% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new VFH positions and 36 closed out — a net gain of 84 holders — while 249 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 705 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2024, up from 630 in Q3 2024.
  • Funds reported $6.85B of Vanguard Financials ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 120 funds opened new Vanguard Financials ETF positions in Q4 2024 and 36 closed out, a net change of +84 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2024 was Morgan Stanley, an estimated $52.4M added.
  • The largest Vanguard Financials ETF seller in Q4 2024 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q4 2024.