Vanguard Financials ETF
592 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, 153 increasing their positions, 220 reducing their positions, and 38 closing their positions.
1,403% more call options, than puts
Call options by funds: $5.41M | Put options by funds: $360K
139% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 38
18% more capital invested
Capital invested by funds: $4.73B → $5.56B (+$830M)
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
8% more funds holding
Funds holding: 547 → 592 (+45)
3.32% more ownership
Funds ownership: 56.97% → 60.29% (+3.3%)
30% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 220
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$232M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$101M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$54.2M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$26.4M |
| 5 |
JP Morgan Chase
New York
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$157M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$36.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$16.1M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$9.78M |
VFH Hedge Fund Activity: Q4 2023 in Review
592 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2023, worth a combined $5.56B — up 18% from $4.73B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new VFH positions and 38 closed out — a net gain of 53 holders — while 153 added to existing stakes and 220 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $232M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $157M.
- 592 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2023, up from 547 in Q3 2023.
- Funds reported $5.56B of Vanguard Financials ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 91 funds opened new Vanguard Financials ETF positions in Q4 2023 and 38 closed out, a net change of +53 holders.
- The largest Vanguard Financials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $232M added.
- The largest Vanguard Financials ETF seller in Q4 2023 was Beacon Capital Management Inc (Ohio), an estimated $157M sold.
Based on aggregated 13F filings for Q4 2023.