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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
AF
626
Advisornet Financial
Minnesota
$36.1K
KIM
627
Kestra Investment Management
Texas
$35.3K +$35.4K +299 New
CJ
628
Caitlin John
Michigan
$34.6K
PMFA
629
Plante Moran Financial Advisors
Michigan
$34.5K
FDCP
630
Foster Dykema Cabot & Partners
Massachusetts
$34K
CTC
631
Central Trust Company
Missouri
$33.9K
RIL
632
Rothschild Investment LLC
Illinois
$33.8K
SS
633
Sunbelt Securities
Texas
$33.6K +$7.33K +62 +28%
BBPWM
634
Blue Bell Private Wealth Management
Pennsylvania
$31.4K
HBW
635
Hazlett, Burt & Watson
West Virginia
$30K
CIAS
636
Capital Investment Advisory Services
North Carolina
$29.5K
PA
637
PSI Advisors
Florida
$28.1K
AWM
638
Abound Wealth Management
Tennessee
$27.8K +$22K +186 +380%
PAI
639
Pittenger & Anderson Inc
Nebraska
$27.5K
CFP
640
Comprehensive Financial Planning
Pennsylvania
$25.7K +$25.8K +218 New
SWP
641
SIMA Wealth Partners
Virginia
$25K -$13K -110 -34%
HI
642
Human Investing
Oregon
$23.9K +$23.9K +202 New
CHC
643
City Holding Co
West Virginia
$23.6K
DMIC
644
Dixon Mitchell Investment Counsel
British Columbia, Canada
$23.6K
MIA
645
MeadowBrook Investment Advisors
Michigan
$23K
TRCT
646
Tower Research Capital (TRC)
New York
$22.7K -$1.99M -16,848 -99%
SRCM
647
Signature Resources Capital Management
California
$22.4K +$6.39K +54 +40%
POIA
648
Pin Oak Investment Advisors
Texas
$22K
GWMI
649
Guardian Wealth Management (Illinois)
Illinois
$21.9K
CFB
650
Cullen/Frost Bankers
Texas
$21.2K -$106K -898 -83%

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.