VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M

Top Buyers

1
AP
Advisors Preferred
Maryland
$32.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
3
SF
Synovus Financial
Georgia
$48.7M
4
Ameriprise
Ameriprise
Minnesota
$65.3M
5
EDRH
Edmond de Rothschild Holding
Switzerland
$14.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.57B
2
A
Allianz
Germany
$17.8K
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$167M
4
MFG
Marmo Financial Group
Tennessee
$3.3M
5
Wells Fargo
Wells Fargo
California
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
551
Blue Bell Private Wealth Management
Pennsylvania
$29.2K -$7.91K -72 -21%
HBW
552
Hazlett, Burt & Watson
West Virginia
$28K – – –
CIAS
553
Capital Investment Advisory Services
North Carolina
$27.5K – – –
PA
554
PSI Advisors
Florida
$26.2K – – –
PAI
555
Pittenger & Anderson Inc
Nebraska
$25.6K – – –
SS
556
Sunbelt Securities
Texas
$24.5K – – –
Russell Investments Group
557
Russell Investments Group
United Kingdom
$24.3K +$22.8K +207 +1,479%
GWSG
558
GPS Wealth Strategies Group
Colorado
$22.9K – – –
GWP
559
Gen-Wealth Partners
Michigan
$22.6K +$22.6K +197 New
DMIC
560
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.1K – – –
CHC
561
City Holding Co
West Virginia
$22K – – –
BWP
562
Baldwin Wealth Partners
Massachusetts
$22K – – –
MIA
563
MeadowBrook Investment Advisors
Michigan
$21.4K +$16.4K +149 +324%
POIA
564
Pin Oak Investment Advisors
Texas
$21K – – –
GWM
565
Guardian Wealth Management
Illinois
$20.4K – – –
DF
566
DecisionPoint Financial
Arizona
$18.6K – – –
FIM
567
FWL Investment Management
Texas
$18.6K +$18.6K +169 New
OW
568
Olistico Wealth
Oklahoma
$18.5K – – –
TFA
569
Toth Financial Advisory
Virginia
$17.8K -$16.5K -150 -48%
A
570
Allianz
Germany
$17.8K -$10.7M -97,552 -100%
CWC
571
Carolinas Wealth Consulting
North Carolina
$17.1K +$110 +1 +0.6%
CAL
572
Capital Advisors Ltd
Ohio
$17K – – –
C
573
Covestor
United Kingdom
$16K -$441 -4 -3%
NS
574
NBC Securities
Alabama
$16K +$107 +1 +0.7%
SJIM
575
St. Johns Investment Management
Florida
$15.6K +$15.6K +142 New
21 22
23
24 25