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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
RMC
701
Resources Management Corp
Connecticut
$2K
CPBTD
702
Central Pacific Bank - Trust Division
Hawaii
$1.53K
NRG
703
Nemes Rush Group
Michigan
$1.06K
BNP Paribas Financial Markets
704
BNP Paribas Financial Markets
France
$472 +$473 +4 New
OFG
705
Oxford Financial Group
Indiana
$354
DFA
706
DHJJ Financial Advisors
Illinois
$237
CA
707
Calton & Associates
Florida
-$5.22M -47,463 Closed
IOOF
708
Independent Order of Foresters
Ontario, Canada
-$2.33M -21,238 Closed
Macquarie Group
709
Macquarie Group
Australia
-$2.33M -21,238 Closed
GS
710
GTS Securities
New York
-$1.93M -17,564 Closed
Prudential Financial
711
Prudential Financial
New Jersey
-$1.46M -13,298 Closed
LFAS
712
Level Four Advisory Services
Texas
-$1.41M -12,437 Closed
EGM
713
Engineers Gate Manager
New York
-$1.24M -11,318 Closed
ADL
714
Asset Dedication LLC
California
-$846K -7,696 Closed
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
-$467K -4,252 Closed
DS
716
DRW Securities
Illinois
-$460K -4,185 Closed
FIA
717
FNY Investment Advisers
New York
-$362K -3,300 Closed
TI
718
Trexquant Investment
Connecticut
-$359K -3,269 Closed
CAG
719
Csenge Advisory Group
Florida
-$302K -2,670 Closed
MSFS
720
Main Street Financial Solutions
Pennsylvania
-$287K -2,608 Closed
FNT
721
First National Trust
Pennsylvania
-$250K -2,272 Closed
VFA
722
Valeo Financial Advisors
Indiana
-$240K -2,180 Closed
GC
723
Gilbert & Cook
Iowa
-$232K -2,115 Closed
AMBIA
724
Allen Mooney & Barnes Investment Advisors
Georgia
-$231K -2,099 Closed
CFP
725
Cypress Financial Planning
New Jersey
-$219K -1,992 Closed

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.