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

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
476
Progressive Investment Management
Oregon
$133K – – –
AF
477
Allworth Financial
California
$132K -$102 -1 -0.1%
AssetMark Inc
478
AssetMark Inc
California
$132K +$79.6K +777 +152%
ACA
479
Aptus Capital Advisors
Alabama
$132K +$130K +1,267 +7,039%
VCM
480
Viewpoint Capital Management
Washington
$125K – – –
RAM
481
Ramirez Asset Management
New York
$124K – – –
HB
482
Horizon Bancorp
Indiana
$118K -$6.68K -65 -5%
AWM
483
Avior Wealth Management
Nebraska
$117K +$410 +4 +0.4%
JEST
484
JTC Employer Solutions Trustee
Jersey
$117K – – –
GJIA
485
Glass Jacobson Investment Advisors
Maryland
$116K +$2.66K +26 +2%
FRA
486
Front Row Advisors
California
$116K +$116K +1,129 New
CTWM
487
Cherry Tree Wealth Management
Minnesota
$113K – – –
SC
488
SouthState Corp
Florida
$112K – – –
WIC
489
Woodmont Investment Counsel
Tennessee
$106K +$106K +1,034 New
AAG
490
Armstrong Advisory Group
Massachusetts
$105K – – –
LWANC
491
Laurel Wealth Advisors (North Carolina)
North Carolina
$104K – – –
CT
492
Colonial Trust
South Carolina
$102K – – –
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$95.8K – – –
BFEC
494
Benjamin F. Edwards & Company
Missouri
$95K – – –
TIM
495
Tortoise Investment Management
New York
$92.8K +$81.9K +800 +755%
CA
496
Continuum Advisory
Idaho
$91.9K -$266K -2,631 -74%
BNP Paribas Financial Markets
497
BNP Paribas Financial Markets
France
$91.8K +$86.1K +841 +1,502%
SIS
498
Sound Income Strategies
Florida
$91.6K +$38.9K +380 +74%
SSB
499
Sandy Spring Bank
Maryland
$90.5K -$2.15K -21 -2%
CA
500
CoreCap Advisors
Michigan
$85.4K +$85.4K +834 New
18 19
20
21 22