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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
PMFA
551
Plante Moran Financial Advisors
Michigan
$32.1K -$19.5K -184 -39%
BBHC
552
Brown Brothers Harriman & Co
New York
$31.9K +$9.54K +90 +45%
FDCP
553
Foster Dykema Cabot & Partners
Massachusetts
$31.8K
CTC
554
Central Trust Company
Missouri
$31.5K
RIL
555
Rothschild Investment LLC
Illinois
$31.4K
BBPWM
556
Blue Bell Private Wealth Management
Pennsylvania
$29.2K -$7.63K -72 -21%
HBW
557
Hazlett, Burt & Watson
West Virginia
$28K
CIAS
558
Capital Investment Advisory Services
North Carolina
$27.5K
PA
559
PSI Advisors
Florida
$26.2K
PAI
560
Pittenger & Anderson Inc
Nebraska
$25.6K
SS
561
Sunbelt Securities
Texas
$24.5K
Russell Investments Group
562
Russell Investments Group
United Kingdom
$24.3K +$21.9K +207 +1,479%
GWSG
563
GPS Wealth Strategies Group
Colorado
$22.9K
GWP
564
Gen-Wealth Partners
Michigan
$22.6K +$20.9K +197 New
DMIC
565
Dixon Mitchell Investment Counsel
British Columbia, Canada
$22.1K
BWP
566
Baldwin Wealth Partners
Massachusetts
$22K
CHC
567
City Holding Co
West Virginia
$22K
MIA
568
MeadowBrook Investment Advisors
Michigan
$21.4K +$15.8K +149 +324%
POIA
569
Pin Oak Investment Advisors
Texas
$21K
GWMI
570
Guardian Wealth Management (Illinois)
Illinois
$20.4K
DF
571
DecisionPoint Financial
Arizona
$18.6K
FIM
572
FWL Investment Management
Texas
$18.6K +$17.9K +169 New
OW
573
Olistico Wealth
Oklahoma
$18.5K
TFA
574
Toth Financial Advisory
Virginia
$17.8K -$15.9K -150 -48%
A
575
Allianz
Germany
$17.8K -$10.3M -97,552 -100%

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.