VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$159M
2
Citigroup
Citigroup
New York
$62M
3
AIC
Ameritas Investment Company
Nebraska
$50.7M
4
ETC
Exchange Traded Concepts
Oklahoma
$34.5M
5
AWM
AE Wealth Management
Kansas
$20.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$735M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.8M
4
MIM
Morningstar Investment Management
Illinois
$25.7M
5
VR
Viridian RIA
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TVWM
501
Tower View Wealth Management
Wisconsin
$14K +$14K +150 New
FEG
502
Financial Enhancement Group
Indiana
$13K -$1.72K -18 -12%
CFFP
503
Center for Financial Planning
Michigan
$11K – – –
AssetMark Inc
504
AssetMark Inc
California
$10K – – –
JFA
505
JNBA Financial Advisors
Minnesota
$10K – – –
VRM
506
Vectors Research Management
New York
$10K – – –
EWM
507
EPG Wealth Management
Georgia
$10K +$10K +103 New
FMTCOCP
508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K -$9K -100 -50%
MA
509
MCF Advisors
Kentucky
$9K -$1.71K -19 -16%
CIAS
510
CBIZ Investment Advisory Services
Ohio
$9K – – –
TLCM
511
Twin Lakes Capital Management
California
$9K – – –
S
512
SignatureFD
Georgia
$9K – – –
ME
513
McIlrath & Eck
Washington
$7K – – –
CAAS
514
Capital Asset Advisory Services
Michigan
$6K -$6.87K -79 -53%
LPWM
515
Lake Point Wealth Management
Texas
$6K – – –
HIIFS
516
Harel Insurance Investments & Financial Services
Israel
$6K +$6K +60 New
KIG
517
Kowal Investment Group
Wisconsin
$6K +$6K +61 New
AWM
518
Accel Wealth Management
Iowa
$5K – – –
MAM
519
McCarthy Asset Management
California
$5K – – –
PFA
520
Professional Financial Advisors
Nebraska
$5K +$5K +57 New
KFS
521
Kelly Financial Services
Massachusetts
$4.36K +$4.36K +47 New
WBC
522
West Branch Capital
Massachusetts
$4K – – –
VNA
523
Valley National Advisers
Pennsylvania
$3K -$1K -10 -25%
CP
524
Corbenic Partners
Pennsylvania
$3K +$3K +33 New
SQA
525
Simon Quick Advisors
New Jersey
$2K – – –
19 20
21
22 23