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Vanguard Financials ETF

705 hedge funds and large institutions have $6.85B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 249 increasing their positions, 185 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

946% more call options, than puts

Call options by funds: $5.68M | Put options by funds: $543K

233% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 185

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

20% more capital invested

Capital invested by funds: $5.73B → $6.85B (+$1.12B)

12% more funds holding

Funds holding: 630705 (+75)

1.97% less ownership

Funds ownership: 56.45%54.49% (-2%)

Holders
705
Holders Change
+75
Holders Change %
+11.9%
% of All Funds
9.29%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
120
Increased
249
Reduced
185
Closed
36
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
526
Betterment LLC
New York
$214K +$214K +1,809 New
OL
527
one8zero8 LLC
North Carolina
$214K +$214K +1,809 New
CB
528
Cadence Bank
Mississippi
$213K +$214K +1,808 New
TSMHT
529
Thurston Springer Miller Herd & Titak
Indiana
$213K
GTAM
530
Global Trust Asset Management
Florida
$213K +$213K +1,800 New
PMWMG
531
Parr McKnight Wealth Management Group
Minnesota
$212K +$212K +1,793 New
PIA
532
Perennial Investment Advisors
California
$210K -$7.8K -66 -4%
KWM
533
Kingsview Wealth Management
Oregon
$209K +$210K +1,773 New
CIC
534
Carnegie Investment Counsel
Ohio
$209K +$209K +1,771 New
WANY
535
Wealthspire Advisors (New York)
New York
$208K +$209K +1,764 New
RMDI
536
R.M. Davis Inc
Maine
$207K +$207K +1,752 New
MOS
537
MGO One Seven
Ohio
$207K +$207K +1,749 New
PVI
538
Pine Valley Investments
New Jersey
$204K -$393K -3,325 -66%
NFG
539
Nations Financial Group
Iowa
$203K +$203K +1,716 New
RA
540
RFG Advisory
Alabama
$201K +$202K +1,705 New
TF
541
TME Financial
California
$201K +$217K +1,831 New
ATC
542
Advantage Trust Company
Kansas
$199K +$41.6K +352 +26%
WTC
543
WhitTier Trust Company
Nevada
$187K
EB
544
Eastern Bank
Massachusetts
$185K +$185K +1,563 New
JHCP
545
Jackson Hole Capital Partners
Oklahoma
$181K
GFPC
546
Global Financial Private Client
Florida
$177K
JWA
547
JFS Wealth Advisors
Pennsylvania
$176K
MG
548
Mather Group
Illinois
$176K -$59.1K -500 -25%
PTC
549
Private Trust Company
Ohio
$171K -$1.06K -9 -0.6%
WT
550
Whittier Trust
California
$163K

VFH Hedge Fund Activity: Q4 2024 in Review

705 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2024, worth a combined $6.85B — up 20% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new VFH positions and 36 closed out — a net gain of 84 holders — while 249 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 705 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2024, up from 630 in Q3 2024.
  • Funds reported $6.85B of Vanguard Financials ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 120 funds opened new Vanguard Financials ETF positions in Q4 2024 and 36 closed out, a net change of +84 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2024 was Morgan Stanley, an estimated $52.4M added.
  • The largest Vanguard Financials ETF seller in Q4 2024 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q4 2024.