VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.2M
3
PCH
PGIM Custom Harvest
New Jersey
$103M
4
BWA
Bordeaux Wealth Advisors
California
$10.7M
5
TF
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$23M
5
SWP
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
526
Advisornet Financial
Minnesota
$30.5K – – –
CJ
527
Caitlin John
Michigan
$29.2K – – –
FDCP
528
Foster Dykema Cabot & Partners
Massachusetts
$28.9K – – –
CTC
529
Central Trust Company
Missouri
$28.7K – – –
RIL
530
Rothschild Investment LLC
Illinois
$28.6K – – –
MCA
531
Maryland Capital Advisors
Maryland
$28.1K -$14.3K -143 -34%
WIA
532
Wetzel Investment Advisors
Indiana
$27.3K – – –
HBW
533
Hazlett, Burt & Watson
West Virginia
$25K – – –
CIAS
534
Capital Investment Advisory Services
North Carolina
$25K – – –
TFF
535
The Family Firm
Maryland
$24.7K +$24.7K +247 New
RIA
536
Realta Investment Advisors
Delaware
$24.4K – – –
PA
537
PSI Advisors
Florida
$23.8K – – –
PAI
538
Pittenger & Anderson Inc
Nebraska
$23.3K – – –
IGWM
539
ICA Group Wealth Management
Colorado
$22.5K -$110K -1,100 -83%
SS
540
Sunbelt Securities
Texas
$22.3K – – –
GWSG
541
GPS Wealth Strategies Group
Colorado
$20.8K – – –
DMIC
542
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.1K – – –
POIA
543
Pin Oak Investment Advisors
Texas
$20K – – –
BBHC
544
Brown Brothers Harriman & Co
New York
$20K – – –
CHC
545
City Holding Co
West Virginia
$20K – – –
BWP
546
Baldwin Wealth Partners
Massachusetts
$20K – – –
GWM
547
Guardian Wealth Management
Illinois
$18.6K – – –
DF
548
DecisionPoint Financial
Arizona
$18.1K – – –
NSIM
549
North Star Investment Management
Illinois
$17.8K – – –
OW
550
Olistico Wealth
Oklahoma
$16.8K +$16.8K +168 New
20 21
22
23 24