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Vanguard Financials ETF
VFH

701 hedge funds and large institutions have $6.32B invested in Vanguard Financials ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 267 increasing their positions, 202 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $5.18M

32% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 202

14% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 51

7% more funds holding in top 10

Funds holding in top 10: 27 → 29 (+2)

1% less funds holding

Funds holding: 706 → 701 (-5)

2% less ownership

Funds ownership: 54.49% → 52.49% (-2%)

8% less capital invested

Capital invested by funds: $6.85B → $6.32B (-$530M)

Holders
701
Holders Change
-5
Holders Change %
-0.71%
% of All Funds
9.4%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
58
Increased
267
Reduced
202
Closed
51
Calls
$10.4M
Puts
$5.18M
Net Calls
+$5.18M
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$52.4M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$36.9M
3
B
Barings
North Carolina
+$21.6M
4
Ameriprise
Ameriprise
Minnesota
+$20.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$133M
2
AP
Advisors Preferred
Maryland
-$54.2M
3
Barclays
Barclays
United Kingdom
-$22.5M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.6M
5
PP
Prudential plc
United Kingdom
-$9.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
526
R.M. Davis Inc
Maine
$209K – – –
NFG
527
Nations Financial Group
Iowa
$205K – – –
WTC
528
WhitTier Trust Company
Nevada
$203K +$13.9K +114 +7%
ATC
529
Advantage Trust Company
Kansas
$202K – – –
LFAS
530
Level Four Advisory Services
Texas
$202K +$206K +1,687 New
VWM
531
Vermillion Wealth Management
Minnesota
$193K +$37.8K +310 +24%
AP
532
Advisors Preferred
Maryland
$192K -$54.2M -444,901 -100%
RWML
533
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$186K – – –
JHCP
534
Jackson Hole Capital Partners
Oklahoma
$183K – – –
GFPC
535
Global Financial Private Client
Florida
$179K – – –
MG
536
Mather Group
Illinois
$178K – – –
PTC
537
Private Trust Company
Ohio
$173K – – –
SWM
538
Spire Wealth Management
Virginia
$171K -$108K -889 -38%
FHA
539
First Horizon Advisors
Tennessee
$167K +$5.73K +47 +3%
WT
540
Whittier Trust
California
$165K – – –
BBPWM
541
Blue Bell Private Wealth Management
Pennsylvania
$160K +$131K +1,077 +405%
AC
542
AlphaCore Capital
California
$160K +$163K +1,341 New
PIM
543
Progressive Investment Management
Oregon
$155K – – –
CA
544
CoreCap Advisors
Michigan
$152K – – –
CIA
545
Cape Investment Advisory
Georgia
$148K -$4.02K -33 -3%
IBOK
546
Independence Bank of Kentucky
Kentucky
$148K -$7.8K -64 -5%
PSFG
547
Park Square Financial Group
Georgia
$146K – – –
VCM
548
Viewpoint Capital Management
Washington
$145K – – –
RAM
549
Ramirez Asset Management
New York
$145K – – –
JEST
550
JTC Employer Solutions Trustee
Jersey
$137K – – –
20 21
22
23 24

VFH Hedge Fund Activity: Q1 2025 in Review

701 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2025, worth a combined $6.32B — down 7.7% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VFH positions and 51 closed out — a net gain of 7 holders — while 267 added to existing stakes and 202 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $133M.

  • 701 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2025, down from 706 in Q4 2024.
  • Funds reported $6.32B of Vanguard Financials ETF stock for Q1 2025, down 7.7% quarter-over-quarter.
  • 58 funds opened new Vanguard Financials ETF positions in Q1 2025 and 51 closed out, a net change of +7 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2025 was Morgan Stanley, an estimated $52.4M added.
  • The largest Vanguard Financials ETF seller in Q1 2025 was Beacon Capital Management Inc (Ohio), an estimated $133M sold.

Based on aggregated 13F filings for Q1 2025.