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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
CWC
576
Carolinas Wealth Consulting
North Carolina
$17.1K +$106 +1 +0.6%
CAL
577
Capital Advisors Ltd
Ohio
$17K
C
578
Covestor
United Kingdom
$16K -$424 -4 -3%
NS
579
NBC Securities
Alabama
$16K +$106 +1 +0.7%
SJIM
580
St. Johns Investment Management
Florida
$15.6K +$15K +142 New
MLA
581
MB, Levis & Associates
Pennsylvania
$15.1K
CFFP
582
Center for Financial Planning
Michigan
$14.9K
SRCM
583
Signature Resources Capital Management
California
$14.9K
HIA
584
Harbor Investment Advisory
Maryland
$14.6K
CPA
585
Clear Point Advisors
New York
$14.6K +$106 +1 +0.8%
SAM
586
Smartleaf Asset Management
Massachusetts
$13.3K -$2.12K -20 -14%
FPF
587
First Pacific Financial
Washington
$13.2K
GEA
588
Glen Eagle Advisors
New Jersey
$12.9K
NFSG
589
Newbridge Financial Services Group
Florida
$12.7K
Franklin Resources
590
Franklin Resources
California
$12.5K +$1.59K +15 +16%
CAL
591
Capital Analysts LLC
Pennsylvania
$12K +$11.2K +106 New
EWM
592
EPG Wealth Management
Georgia
$11.3K +$10.9K +103 New
NSIM
593
North Star Investment Management
Illinois
$11.3K -$8.16K -77 -43%
TLCM
594
Twin Lakes Capital Management
California
$11.2K
SIC
595
Salem Investment Counselors
North Carolina
$11K
LFG
596
Larson Financial Group
Missouri
$11K -$37.1K -350 -78%
NMG
597
New Millennium Group
Utah
$11K
OIA
598
Optimum Investment Advisors
Illinois
$11K
RWPA
599
Richard W. Paul & Associates
Michigan
$10.9K
SFCL
600
Strengthening Families & Communities LLC
Massachusetts
$9.78K

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.