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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
GJIA
576
Glass Jacobson Investment Advisors
Maryland
$104K +$1.06K +9 +1%
MDA
577
Minot DeBlois Advisors
Massachusetts
$104K +$104K +880 New
FDW
578
Fourth Dimension Wealth
Ohio
$101K +$101K +851 New
ACA
579
Aptus Capital Advisors
Alabama
$100K +$6.5K +55 +7%
VWA
580
VSM Wealth Advisory
Maryland
$97.8K +$98K +829 New
GCM
581
Gables Capital Management
Florida
$97.8K
FMTCOCP
582
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K
SSB
583
Sandy Spring Bank
Maryland
$96.8K -$2.37K -20 -2%
PCFFS
584
Pacific Center for Financial Services
California
$89.5K
LC
585
Lindbrook Capital
California
$85.1K
MFA
586
McClarren Financial Advisors
Pennsylvania
$84K +$946 +8 +1%
FMII
587
Farmers & Merchants Investments Inc
Nebraska
$83.9K
DCM
588
Davis Capital Management
Florida
$82.3K -$2.13K -18 -3%
GWM
589
Geneos Wealth Management
Colorado
$81.8K +$5.56K +47 +7%
HB
590
Horizon Bancorp
Indiana
$80K +$16.7K +141 +26%
BWM
591
Bernard Wealth Management
Michigan
$79.9K +$80.1K +677 New
CFD
592
Creative Financial Designs
Indiana
$77.5K +$2.6K +22 +3%
RWM
593
Rialto Wealth Management
New York
$73.1K +$73.2K +619 New
TCM
594
TruNorth Capital Management
Michigan
$73.1K
Lazard Asset Management
595
Lazard Asset Management
New York
$71K
AWM
596
AllSquare Wealth Management
New York
$70K
PK
597
Pflug Koory
Nebraska
$69.1K
TFGT
598
TS Financial Group (TSFG)
Illinois
$68K +$68.2K +577 New
FIM
599
FWL Investment Management
Texas
$67.8K +$47.9K +405 +240%
AG
600
AmeriFlex Group
Nevada
$67.4K +$63.4K +536 New

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.