We are live on ! Find out more
VFH icon

Vanguard Financials ETF

701 hedge funds and large institutions have $6.32B invested in Vanguard Financials ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 267 increasing their positions, 202 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $5.18M

32% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

1% less funds holding

Funds holding: 706701 (-5)

2% less ownership

Funds ownership: 54.49%52.49% (-2%)

8% less capital invested

Capital invested by funds: $6.85B → $6.32B (-$530M)

Holders
701
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
9.4%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
58
Increased
267
Reduced
202
Closed
51
Calls
$10.4M
Puts
$5.18M
Net Calls
+$5.18M
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$23.6M -$267K -2,190 -1%
B
27
Barings
North Carolina
$21.2M +$21.6M +177,546 New
SFM
28
Soros Fund Management
New York
$20.9M
Lido Advisors
29
Lido Advisors
California
$20.7M +$2.67M +21,897 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$20.7M +$971K +7,970 +5%
TF
31
Theory Financial
Colorado
$20.6M +$4.18M +34,313 +25%
MML Investors Services
32
MML Investors Services
Massachusetts
$20.1M +$1.78M +14,572 +9%
EC
33
Estate Counselors
Wisconsin
$19.5M +$45.1K +370 +0.2%
HW
34
Hamilton Wealth
California
$18.4M -$1.34M -10,972 -7%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$18.2M -$406K -3,333 -2%
CMA
36
Cedar Mountain Advisors
Oregon
$17.5M -$44.3K -364 -0.2%
FSC
37
Full Sail Capital
Oklahoma
$17.3M -$244K -2,003 -1%
AAS
38
Avantax Advisory Services
Texas
$17.3M -$384K -3,155 -2%
EDRH
39
Edmond de Rothschild Holding
Switzerland
$16.7M +$1.14M +9,372 +7%
TCOO
40
Trust Company of Oklahoma
Oklahoma
$16.5M -$339K -2,781 -2%
CWM
41
CMH Wealth Management
New Hampshire
$16.2M -$306K -2,511 -2%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$16.1M +$1.35M +11,058 +9%
Truist Financial
43
Truist Financial
North Carolina
$16M +$1.93M +15,881 +13%
AIC
44
Ayalon Insurance Company
Israel
$15.3M +$5.78M +47,419 +59%
Corient Private Wealth
45
Corient Private Wealth
Florida
$14.9M -$1.19M -9,741 -7%
GS
46
GWN Securities
Florida
$14.7M +$13.4M +110,066 +1,201%
HighTower Advisors
47
HighTower Advisors
Illinois
$14.5M -$124K -1,014 -0.8%
WA
48
WBH Advisory
Maryland
$13.9M -$143K -1,172 -1%
SFS
49
Searcy Financial Services
Kansas
$13.1M +$13.4M +109,871 New
SA
50
Sanctuary Advisors
Indiana
$13M +$118K +966 +0.9%

VFH Hedge Fund Activity: Q1 2025 in Review

701 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2025, worth a combined $6.32B — down 7.7% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VFH positions and 51 closed out — a net gain of 7 holders — while 267 added to existing stakes and 202 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $133M.

  • 701 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2025, down from 706 in Q4 2024.
  • Funds reported $6.32B of Vanguard Financials ETF stock for Q1 2025, down 7.7% quarter-over-quarter.
  • 58 funds opened new Vanguard Financials ETF positions in Q1 2025 and 51 closed out, a net change of +7 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2025 was Morgan Stanley, an estimated $52.4M added.
  • The largest Vanguard Financials ETF seller in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $133M sold.

Based on aggregated 13F filings for Q1 2025.