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Vanguard Financials ETF
VFH

707 hedge funds and large institutions have $6.86B invested in Vanguard Financials ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

771% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $906K

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

6% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 225

2% more capital invested

Capital invested by funds: $6.7B → $6.86B (+$164M)

0% more funds holding

Funds holding: 704 → 707 (+3)

0.84% less ownership

Funds ownership: 53.9% → 53.07% (-0.84%)

4% less funds holding in top 10

Funds holding in top 10: 23 → 22 (-1)

Holders
707
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
9.28%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
54
Increased
239
Reduced
225
Closed
39
Calls
$7.89M
Puts
$906K
Net Calls
+$6.98M
Net Calls Change
-$2.77M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$68.2M
2
Two Sigma Investments
Two Sigma Investments
New York
+$27M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$22.4M
4
Morgan Stanley
Morgan Stanley
New York
+$21.5M
5
A
Allianz
Germany
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$95.2M
2
KIA
KCM Investment Advisors
California
-$18.1M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$16.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
SeaCrest Wealth Management
New York
$230K -$8.16K -63 -3%
CIC
502
Carnegie Investment Counsel
Ohio
$229K – – –
SVWAG
503
Sound View Wealth Advisors Group
Georgia
$229K -$2.85K -22 -1%
OC
504
Optima Capital
Oregon
$227K -$375K -2,898 -63%
AWM
505
Avior Wealth Management
Nebraska
$227K +$388 +3 +0.2%
PI
506
PFG Investments
New York
$227K +$224K +1,726 New
NFG
507
Nations Financial Group
Iowa
$225K – – –
VWM
508
Venturi Wealth Management
Texas
$224K – – –
IAA
509
Independent Advisor Alliance
North Carolina
$223K +$220K +1,702 New
WTC
510
WhitTier Trust Company
Nevada
$222K – – –
ATC
511
Advantage Trust Company
Kansas
$222K – – –
RAM
512
Ramirez Asset Management
New York
$219K +$59.6K +460 +38%
SSWM
513
Sheets Smith Wealth Management
North Carolina
$218K -$388 -3 -0.2%
MCC
514
Money Concepts Capital
Florida
$218K +$9.97K +77 +5%
JWA
515
JFS Wealth Advisors
Pennsylvania
$218K – – –
ORG
516
Optimist Retirement Group
Washington
$216K +$388 +3 +0.2%
Fisher Asset Management
517
Fisher Asset Management
Washington
$216K -$155K -1,196 -42%
WA
518
Wealth Architects
California
$213K – – –
HCM
519
Howard Capital Management
Georgia
$211K – – –
LWL
520
Leo Wealth LLC
Texas
$211K -$33.5K -259 -14%
TF
521
TME Financial
California
$211K -$9.32K -72 -4%
RWM
522
Ritholtz Wealth Management
New York
$209K – – –
BCCM
523
Bridge Creek Capital Management
Massachusetts
$209K -$9.06K -70 -4%
RA
524
RFG Advisory
Alabama
$209K -$101K -777 -33%
GFPC
525
Global Financial Private Client
Florida
$208K – – –
19 20
21
22 23

VFH Hedge Fund Activity: Q3 2025 in Review

707 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2025, worth a combined $6.86B — up 2.5% from $6.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VFH positions and 39 closed out — a net gain of 15 holders — while 239 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $68.2M. The largest seller was Corient Private Wealth, cutting an estimated $95.2M.

  • 707 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2025, up from 704 in Q2 2025.
  • Funds reported $6.86B of Vanguard Financials ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 54 funds opened new Vanguard Financials ETF positions in Q3 2025 and 39 closed out, a net change of +15 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2025 was Bank of America, an estimated $68.2M added.
  • The largest Vanguard Financials ETF seller in Q3 2025 was Corient Private Wealth, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2025.