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Vanguard Financials ETF

630 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 205 increasing their positions, 207 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $4.75M | Put options by funds: $1.15M

63% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 35

14% more capital invested

Capital invested by funds: $5.04B → $5.73B (+$689M)

2% more funds holding

Funds holding: 615630 (+15)

1.15% more ownership

Funds ownership: 55.3%56.45% (+1.2%)

1% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 207

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
630
Holders Change
+15
Holders Change %
+2.44%
% of All Funds
9.05%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
57
Increased
205
Reduced
207
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
526
Pflug Koory
Nebraska
$64.3K +$62K +585 New
CFO
527
CVA Family Office
Colorado
$61.5K
MSG
528
Main Street Group
Virginia
$61.5K +$22.9K +216 +63%
PWS
529
Peterson Wealth Services
Utah
$60.1K +$57.9K +546 New
DJSG
530
D.J. St. Germain
Massachusetts
$59.4K -$10.6K -100 -16%
HB
531
Horizon Bancorp
Indiana
$59K
HGERS
532
Householder Group Estate & Retirement Specialist
Arizona
$59K
HDIM
533
Hanson & Doremus Investment Management
Vermont
$58K
AEPWM
534
Atlantic Edge Private Wealth Management
Florida
$57.7K
GI
535
GAMMA Investing
California
$54.4K +$52.5K +495 New
ATS
536
Ashton Thomas Securities
New York
$54K +$52K +491 New
OA
537
Operose Advisors
Wisconsin
$53.9K
PAG
538
Paladin Advisory Group
Iowa
$48.8K
BL
539
BFSG LLC
California
$46.9K
BIA
540
Bell Investment Advisors
California
$43.8K +$212 +2 +0.5%
KFI
541
Key Financial Inc
Pennsylvania
$43K
AA
542
Ancora Advisors
Ohio
$39.5K -$6.04K -57 -14%
EWA
543
EverSource Wealth Advisors
Alabama
$38.8K
RF
544
Robinswood Financial
Washington
$38.5K
MHR
545
Matthew Hamilton Rosenberg
$37.9K -$8.9K -84 -20%
Deutsche Bank
546
Deutsche Bank
Germany
$37.9K
MA
547
MCF Advisors
Kentucky
$37.7K +$1.06K +10 +3%
CJ
548
Caitlin John
Michigan
$35.7K
SWP
549
SIMA Wealth Partners
Virginia
$35.4K
AF
550
Advisornet Financial
Minnesota
$33.6K

VFH Hedge Fund Activity: Q3 2024 in Review

630 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2024, worth a combined $5.73B — up 14% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VFH positions and 35 closed out — a net gain of 22 holders — while 205 added to existing stakes and 207 trimmed.

The largest buyer was Advisors Preferred, opening a new position worth an estimated $32M. The largest seller was Bank of America, cutting an estimated $13.6M.

  • 630 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2024, up from 615 in Q2 2024.
  • Funds reported $5.73B of Vanguard Financials ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 57 funds opened new Vanguard Financials ETF positions in Q3 2024 and 35 closed out, a net change of +22 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2024 was Advisors Preferred, an estimated $32M added.
  • The largest Vanguard Financials ETF seller in Q3 2024 was Bank of America, an estimated $13.6M sold.

Based on aggregated 13F filings for Q3 2024.