VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.2M
3
PCH
PGIM Custom Harvest
New Jersey
$103M
4
BWA
Bordeaux Wealth Advisors
California
$10.7M
5
TF
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$23M
5
SWP
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
601
Valley National Advisers
Pennsylvania
$2K – – –
CPG
602
Cornerstone Planning Group
New Jersey
$1.99K -$1.19K -12 -38%
MIA
603
MeadowBrook Investment Advisors
Michigan
$1.87K -$8.68K -214 -82%
Russell Investments Group
604
Russell Investments Group
United Kingdom
$1.4K +$1.4K +14 New
CPBTD
605
Central Pacific Bank - Trust Division
Hawaii
$1.3K – – –
CAM
606
Creekmur Asset Management
Illinois
$1.2K – – –
GLR
607
Great Lakes Retirement
Ohio
$903 +$903 +9 New
NRG
608
Nemes Rush Group
Michigan
$899 – – –
CA
609
Crewe Advisors
Utah
$500 -$217K -2,165 -100%
VF
610
VitalStone Financial
Texas
$499 – – –
DFA
611
DHJJ Financial Advisors
Illinois
$200 – – –
SFC
612
Strategic Financial Concepts
Texas
$179 +$179 +19,167 New
DF
613
Dunhill Financial
United Kingdom
$81 -$8.59K -106 -99%
SWP
614
Strategic Wealth Partners
Ohio
– -$7.68M -75,010 Closed
CCMG
615
Clark Capital Management Group
Pennsylvania
– -$6.05M -59,103 Closed
RCS
616
Retirement Capital Strategies
California
– -$4.27M -41,662 Closed
FTUS
617
Flow Traders U.S.
New York
– -$3.71M -36,234 Closed
BSG
618
Black Swift Group
Colorado
– -$3.68M -35,933 Closed
TI
619
Tidal Investments
Wisconsin
– -$1.98M -19,369 Closed
WAM
620
Weiss Asset Management
Massachusetts
– -$1.8M -17,585 Closed
TPW
621
Transatlantique Private Wealth
New York
– -$1.18M -11,517 Closed
ES
622
Eagle Strategies
New York
– -$789K -7,701 Closed
HF
623
HRT Financial
New York
– -$699K -6,828 Closed
PS
624
Portfolio Strategies
New York
– -$647K -6,315 Closed
YIH
625
Y-Intercept (HK)
Hong Kong
– -$531K -5,188 Closed
23 24
25
26 27