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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
FHA
551
First Horizon Advisors
Tennessee
$160K -$11.8K -100 -7%
CAS
552
Coppell Advisory Solutions
Texas
$158K +$6.62K +56 +4%
VWM
553
Vermillion Wealth Management
Minnesota
$154K +$154K +1,305 New
EF
554
Empowered Funds
Pennsylvania
$154K +$154K +1,303 New
IBOK
555
Independence Bank of Kentucky
Kentucky
$153K -$27.9K -236 -15%
PIM
556
Progressive Investment Management
Oregon
$153K
MSS
557
Mitchell Sinkler & Starr
Pennsylvania
$153K
CIA
558
Cape Investment Advisory
Georgia
$151K -$9.93K -84 -6%
CA
559
CoreCap Advisors
Michigan
$151K +$60.7K +513 +67%
PSFG
560
Park Square Financial Group
Georgia
$144K +$145K +1,223 New
VCM
561
Viewpoint Capital Management
Washington
$144K
RAM
562
Ramirez Asset Management
New York
$143K
TIM
563
Tortoise Investment Management
New York
$135K +$28.4K +240 +26%
JEST
564
JTC Employer Solutions Trustee
Jersey
$135K
AAG
565
Armstrong Advisory Group
Massachusetts
$135K
MAS
566
MPWM Advisory Solutions
Georgia
$135K +$135K +1,140 New
CTWM
567
Cherry Tree Wealth Management
Minnesota
$130K
CT
568
Colonial Trust
South Carolina
$125K +$7.09K +60 +6%
SC
569
SouthState Corp
Florida
$118K
S
570
Sachetta
Massachusetts
$116K +$116K +983 New
SIS
571
Sound Income Strategies
Florida
$113K +$2.48K +21 +2%
LWANC
572
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K
HC
573
Hara Capital
Washington
$109K +$109K +924 New
CA
574
Continuum Advisory
Idaho
$106K
SFC
575
SYM Financial Corp
Indiana
$106K +$23.2K +196 +28%

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.