VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
HFRG
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
4
CA
Calton & Associates
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
526
Lee Financial
Texas
$6.83K +$6.83K +85 New
MWM
527
Mascoma Wealth Management
New Hampshire
$6.75K – – –
ME
528
McIlrath & Eck
Washington
$6.43K – – –
PWMG
529
Provence Wealth Management Group
California
$5.78K +$5.78K +72 New
PFA
530
Pathway Financial Advisers
Indiana
$5.28K +$5.28K +66 New
SIC
531
SJS Investment Consulting
Ohio
$4.82K – – –
OIA
532
Optimum Investment Advisors
Illinois
$4.5K +$2.09K +26 +87%
AWM
533
Abound Wealth Management
Tennessee
$3.94K +$3.94K +49 New
WBC
534
West Branch Capital
Massachusetts
$3.62K – – –
TAM
535
Tucker Asset Management
Colorado
$3.61K – – –
NC
536
NewSquare Capital
Pennsylvania
$3.61K +$3.61K +45 New
BTI
537
Blue Trust Inc
Georgia
$3K – – –
CBT
538
CoreFirst Bank & Trust
Kansas
$2.49K +$2.49K +31 New
VWM
539
Venturi Wealth Management
Texas
$2.31K – – –
C
540
Covestor
United Kingdom
$2K -$2.31K -30 -54%
VNA
541
Valley National Advisers
Pennsylvania
$2K – – –
SWM
542
Sanctuary Wealth Management
Idaho
$964 – – –
MIM
543
Macroview Investment Management
Maryland
$964 +$964 +12 New
NRG
544
Nemes Rush Group
Michigan
$723 – – –
CA
545
Crewe Advisors
Utah
$402 +$402 +5 New
DFA
546
DHJJ Financial Advisors
Illinois
$161 +$161 +2 New
CA
547
Calton & Associates
Florida
– -$6.74M -82,909 Closed
AWM
548
Aprio Wealth Management
Georgia
– -$3.85M -47,365 Closed
PG
549
Prostatis Group
Maryland
– -$31.9K -31,887 Closed
V
550
Veritable
Delaware
– -$2.56M -31,514 Closed
20 21
22
23 24