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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
NRG
626
Nemes Rush Group
Michigan
$922
OFG
627
Oxford Financial Group
Indiana
$330 -$3.5K -33 -92%
CA
628
Crewe Advisors
Utah
$220 -$318 -3 -60%
DFA
629
DHJJ Financial Advisors
Illinois
$220
MFA
630
McClarren Financial Advisors
Pennsylvania
$77 +$54K +510 +256%
DF
631
Dunhill Financial
United Kingdom
$37 -$106 -1 Closed
CMP
632
Coston McIsaac & Partners
Maine
$10 +$106 +1 +1%
ZIG
633
Zurich Insurance Group
Switzerland
-$3.62M -35,732 Closed
SFC
634
Strategic Financial Concepts
Texas
-$179 -19,167 Closed
SW
635
Simplicity Wealth
New Jersey
-$1.41M -14,113 Closed
MWM
636
Mittelman Wealth Management
Massachusetts
-$1.19M -11,953 Closed
D.E. Shaw & Co
637
D.E. Shaw & Co
New York
-$721K -7,223 Closed
MFG
638
Mainsail Financial Group
Washington
-$669K -6,695 Closed
DAS
639
Dynamic Advisor Solutions
Arizona
-$652K -6,528 Closed
OHWA
640
Oak Hill Wealth Advisors
Virginia
-$482K -4,552 Closed
PRI
641
Prepared Retirement Institute
Pennsylvania
-$444K -4,450 Closed
IA
642
IFG Advisory
Georgia
-$429K -4,298 Closed
BW
643
Bison Wealth
Georgia
-$421K -4,114 Closed
PCA
644
Pallas Capital Advisors
Massachusetts
-$378K -3,588 Closed
SIMG
645
Sonora Investment Management Group
Arizona
-$304K -2,972 Closed
CWM
646
Calamos Wealth Management
Illinois
-$266K -2,665 Closed
IAIM
647
International Assets Investment Management
Florida
-$245K -2,450 Closed
SEP
648
Southland Equity Partners
Missouri
-$243K -2,431 Closed
PI
649
PFG Investments
New York
-$204K -2,044 Closed
ATPW
650
Ashton Thomas Private Wealth
Arizona
-$130K -1,297 Closed

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.