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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
CMP
676
Coston McIsaac & Partners
Maine
$11K
SFCL
677
Strengthening Families & Communities LLC
Massachusetts
$11K +$118 +1 +1%
BWAM
678
Boyd Watterson Asset Management
Ohio
$10.3K -$118 -1 -1%
GSWM
679
Golden State Wealth Management
California
$10.1K +$10.1K +85 New
CAL
680
Capital Analysts LLC
Pennsylvania
$10K -$2.72K -23 -22%
BAM
681
Bellevue Asset Management
Washington
$8.86K
RI
682
Ridgewood Investments
New Jersey
$8.86K
LCM
683
Logan Capital Management
Pennsylvania
$8.71K +$118 +1 +1%
PFA
684
Pathway Financial Advisers
Indiana
$7.85K
SIC
685
SJS Investment Consulting
Ohio
$7.08K
RS
686
Rakuten Securities
Japan
$7.08K
DF
687
Dunhill Financial
United Kingdom
$6.81K +$6.86K +58 New
CIAS
688
CBIZ Investment Advisory Services
Ohio
$6.26K
PGAM
689
Princeton Global Asset Management
New Jersey
$5.9K
SWC
690
Spectrum Wealth Counsel
Indiana
$5.79K
MAM
691
Morse Asset Management
Connecticut
$5.79K
CWP
692
Concord Wealth Partners
Virginia
$5.67K +$5.68K +48 New
PIP
693
Peachtree Investment Partners
Florida
$5.2K
BTI
694
Blue Trust Inc
Georgia
$4.99K
WBC
695
West Branch Capital
Massachusetts
$4.84K -$473 -4 -9%
LAM
696
Lummis Asset Management
Texas
$3.66K +$3.67K +31 New
VNA
697
Valley National Advisers
Pennsylvania
$3K
OAJ
698
Ogorek Anthony Joseph
New York
$3K +$3.55K +30 New
MSWA
699
Marshall & Sterling Wealth Advisors
New York
$2.85K +$2.96K +25 New
GIA
700
GHP Investment Advisors
Colorado
$2.48K +$2.48K +21 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.