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Vanguard Financials ETF
VFH

623 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 193 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $8.54M | Put options by funds: $1.56M

81% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 47

5% more funds holding

Funds holding: 592 → 623 (+31)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 206

7.08% less ownership

Funds ownership: 60.29% → 53.21% (-7.1%)

10% less capital invested

Capital invested by funds: $5.56B → $5.02B (-$546M)

Holders
623
Holders Change
+31
Holders Change %
+5.24%
% of All Funds
8.97%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
193
Reduced
206
Closed
47
Calls
$8.54M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$32.8M
4
EWG
Executive Wealth Group
Washington
+$20.6M
5
PCH
PGIM Custom Harvest
New Jersey
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$741M
2
Morgan Stanley
Morgan Stanley
New York
-$261M
3
UBS Group
UBS Group
Switzerland
-$160M
4
AP
Advisors Preferred
Maryland
-$61.9M
5
MIS
Morningstar Investment Services
Illinois
-$52.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
576
MB, Levis & Associates
Pennsylvania
$14K – – –
CFFP
577
Center for Financial Planning
Michigan
$13.9K – – –
CPA
578
Clear Point Advisors
New York
$13.5K – – –
SRCM
579
Signature Resources Capital Management
California
$12.5K – – –
MIM
580
MTM Investment Management
South Carolina
$12.4K +$11.6K +121 New
SAM
581
Smartleaf Asset Management
Massachusetts
$12.3K – – –
FPF
582
First Pacific Financial
Washington
$12.3K – – –
GEA
583
Glen Eagle Advisors
New Jersey
$12K -$21.6K -225 -66%
DF
584
Dunhill Financial
United Kingdom
$10.9K -$30.6K -319 -75%
EWM
585
EPG Wealth Management
Georgia
$10.5K – – –
TLCM
586
Twin Lakes Capital Management
California
$10.4K – – –
LFG
587
Larson Financial Group
Missouri
$10.2K – – –
SIC
588
Salem Investment Counselors
North Carolina
$10.2K – – –
OIA
589
Optimum Investment Advisors
Illinois
$10.2K +$4.22K +44 +79%
AWM
590
Abound Wealth Management
Tennessee
$10.2K +$4.8K +50 +102%
RWPA
591
Richard W. Paul & Associates
Michigan
$10.1K – – –
Franklin Resources
592
Franklin Resources
California
$9.73K – – –
RS
593
Rakuten Securities
Japan
$9.21K +$8.64K +90 New
BWAM
594
Boyd Watterson Asset Management
Ohio
$9.01K – – –
CMP
595
Coston McIsaac & Partners
Maine
$9K – – –
SFCL
596
Strengthening Families & Communities LLC
Massachusetts
$9K +$96 +1 +1%
CPA
597
Cardiff Park Advisors
California
$8.81K – – –
MWM
598
Mascoma Wealth Management
New Hampshire
$8.6K – – –
ME
599
McIlrath & Eck
Washington
$8.19K – – –
BAM
600
Bellevue Asset Management
Washington
$7.68K – – –
22 23
24
25 26

VFH Hedge Fund Activity: Q1 2024 in Review

623 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2024, worth a combined $5.02B — down 9.8% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new VFH positions and 47 closed out — a net gain of 38 holders — while 193 added to existing stakes and 206 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $108M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $741M sold.

  • 623 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2024, up from 592 in Q4 2023.
  • Funds reported $5.02B of Vanguard Financials ETF stock for Q1 2024, down 9.8% quarter-over-quarter.
  • 85 funds opened new Vanguard Financials ETF positions in Q1 2024 and 47 closed out, a net change of +38 holders.
  • The largest Vanguard Financials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $108M added.
  • The largest Vanguard Financials ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $741M sold.

Based on aggregated 13F filings for Q1 2024.