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Vanguard Financials ETF

707 hedge funds and large institutions have $6.86B invested in Vanguard Financials ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

771% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $906K

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

6% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 225

2% more capital invested

Capital invested by funds: $6.7B → $6.86B (+$164M)

0% more funds holding

Funds holding: 704707 (+3)

0.84% less ownership

Funds ownership: 53.9%53.07% (-0.84%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
707
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
9.28%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
54
Increased
239
Reduced
225
Closed
39
Calls
$7.89M
Puts
$906K
Net Calls
+$6.98M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$13.2M -$1.77M -13,644 -12%
AIM
52
Allen Investment Management
New York
$12.6M
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$12M -$169K -1,304 -1%
CAM
54
Cresset Asset Management
Illinois
$11.8M +$609K +4,702 +6%
CA
55
Calton & Associates
Florida
$11.7M +$1.61M +12,444 +16%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$11.5M -$511K -3,945 -4%
Creative Planning
57
Creative Planning
Kansas
$10.5M +$318K +2,457 +3%
CTC
58
Chai Trust Company
Illinois
$10.2M +$36.1K +279 +0.4%
WAG
59
Wheelhouse Advisory Group
Missouri
$9.85M +$376K +2,907 +4%
HW
60
Hamilton Wealth
California
$9.77M +$326K +2,517 +3%
AC
61
AlphaCore Capital
California
$8.94M +$170K +1,315 +2%
PAG
62
Private Advisor Group
New Jersey
$8.22M -$253K -1,952 -3%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$8.19M +$1.48M +11,454 +23%
MAM
64
Madison Asset Management
Wisconsin
$8.16M +$1.24M +9,583 +18%
LCM
65
LCM Capital Management
Illinois
$8.06M +$28.9K +223 +0.4%
RSWM
66
Robertson Stephens Wealth Management
California
$7.87M +$144K +1,115 +2%
PL
67
Polianta Ltd
Jersey
$7.78M +$7.68M +59,300 New
HW
68
Hancock Whitney
Mississippi
$7.76M -$282K -2,178 -4%
FGWP
69
Founders Grove Wealth Partners
Virginia
$7.49M -$286K -2,207 -4%
RB
70
Richmond Brothers
Michigan
$7.42M -$155K -1,199 -2%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.27M +$268K +2,071 +4%
IC
72
IEQ Capital
California
$7.02M +$6.36M +49,125 +1,119%
KAS
73
Kestra Advisory Services
Texas
$7.01M +$3.42M +26,438 +98%
CI
74
Cavalier Investments
Georgia
$6.96M +$474K +3,658 +5%
GI
75
GAMCO Investors
Connecticut
$6.86M -$114K -877 -2%

VFH Hedge Fund Activity: Q3 2025 in Review

707 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2025, worth a combined $6.86B — up 2.5% from $6.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VFH positions and 39 closed out — a net gain of 15 holders — while 239 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $68.2M. The largest seller was Corient Private Wealth, cutting an estimated $95.2M.

  • 707 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2025, up from 704 in Q2 2025.
  • Funds reported $6.86B of Vanguard Financials ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 54 funds opened new Vanguard Financials ETF positions in Q3 2025 and 39 closed out, a net change of +15 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2025 was Bank of America, an estimated $68.2M added.
  • The largest Vanguard Financials ETF seller in Q3 2025 was Corient Private Wealth, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2025.