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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
WAG
76
Wheelhouse Advisory Group
Missouri
$7.18M +$171K +1,612 +3%
WSFG
77
Wall Street Financial Group
Illinois
$7.14M +$2.49M +23,513 +57%
RB
78
Richmond Brothers
Michigan
$7.01M +$6.76M +63,741 New
TC
79
TAP Consulting
Missouri
$6.59M -$32.3K -305 -0.5%
AWM
80
AE Wealth Management
Kansas
$6.51M +$175K +1,648 +3%
LCM
81
LCM Capital Management
Illinois
$6.49M -$20.6K -194 -0.3%
KTA
82
Keeley-Teton Advisors
Illinois
$6.48M -$52.2K -493 -0.8%
WAM
83
WFA Asset Management
Wisconsin
$6.01M -$581K -5,485 -9%
FFL
84
Financial Freedom LLC
Ohio
$5.95M -$25.1K -237 -0.4%
KC
85
Kinloch Capital
Virginia
$5.83M -$154K -1,453 -3%
CFP
86
Curran Financial Partners
South Carolina
$5.77M -$421K -3,976 -7%
ETC
87
Exchange Traded Concepts
Oklahoma
$5.63M
CCMG
88
Clark Capital Management Group
Pennsylvania
$5.6M +$5.4M +50,970 New
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$5.58M +$1.61M +15,217 +43%
MECA
90
Miller Equity Capital Advisors
Texas
$5.52M
TFA
91
Tranquilli Financial Advisor
New Jersey
$5.31M +$45K +425 +0.9%
Tudor Investment Corp
92
Tudor Investment Corp
Connecticut
$5.31M +$3.86M +36,380 +306%
CWM
93
Congress Wealth Management
Massachusetts
$5.28M +$79.3K +748 +2%
SCM
94
SOL Capital Management
Maryland
$5.25M -$101K -955 -2%
CA
95
Calton & Associates
Florida
$5.22M -$2.86M -26,971 -36%
KAS
96
Kestra Advisory Services
Texas
$5.17M -$872K -8,230 -15%
Comerica Bank
97
Comerica Bank
Texas
$5.02M +$353K +3,328 +8%
AIM
98
Allen Investment Management
New York
$4.85M
MFG
99
Merit Financial Group
Georgia
$4.81M +$29.9K +282 +0.6%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$4.8M +$51.6K +487 +1%

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.