VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
576
Lummis Asset Management
Texas
$2.86K +$2.86K +31 New
BFS
577
Burkett Financial Services
South Carolina
$2.83K +$2.83K +31 New
VWM
578
Venturi Wealth Management
Texas
$2.65K – – –
OP
579
ORG Partners
Indiana
$2.12K +$2.12K +23 New
C
580
Covestor
United Kingdom
$2K -$80 -1 -4%
VNA
581
Valley National Advisers
Pennsylvania
$2K – – –
CWP
582
Concord Wealth Partners
Virginia
$1.94K -$23.3K -253 -92%
ACA
583
Aptus Capital Advisors
Alabama
$1.66K +$1.66K +18 New
SWM
584
Sanctuary Wealth Management
Idaho
$1.11K – – –
CAM
585
Creekmur Asset Management
Illinois
$1.11K +$1.11K +12 New
AA
586
AlphaMark Advisors
Kentucky
$1K +$1K +12 New
NRG
587
Nemes Rush Group
Michigan
$831 – – –
CA
588
Crewe Advisors
Utah
$462 – – –
DFA
589
DHJJ Financial Advisors
Illinois
$185 – – –
MFG
590
Merit Financial Group
Georgia
– -$3.44M -42,825 Closed
VU
591
Valence8 US
Massachusetts
– -$2.97M -36,942 Closed
DI
592
DAGCO Inc
Ohio
– -$5.74M -36,920 Closed
HF
593
HRT Financial
New York
– -$1.86M -23,155 Closed
EW
594
Evoke Wealth
California
– -$1.23M -15,165 Closed
PAG
595
Private Advisory Group
Washington
– -$902K -11,234 Closed
BCI
596
Brinker Capital Investments
Pennsylvania
– -$705K -8,782 Closed
OPS
597
Orion Portfolio Solutions
Nebraska
– -$705K -8,782 Closed
HI
598
Horizon Investments
North Carolina
– -$584K -7,275 Closed
FFS
599
Founders Financial Securities
Maryland
– -$584K -7,275 Closed
CI
600
CX Institutional
Indiana
– -$483K -6,013 Closed
22 23
24
25 26