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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
CFP
76
Curran Financial Partners
South Carolina
$6.83M -$267K -2,063 -4%
SF
77
Summit Financial
New Jersey
$6.8M -$1.24M -9,564 -16%
FFL
78
Financial Freedom LLC
Ohio
$6.69M -$178K -1,373 -3%
EC
79
Estate Counselors
Wisconsin
$6.69M
GCM
80
Gibraltar Capital Management
Oklahoma
$6.59M
IWC
81
Integrated Wealth Concepts
Massachusetts
$6.45M +$151K +1,168 +2%
FRA
82
Frank Rimerman Advisors
California
$6.21M +$28.5K +220 +0.5%
WAM
83
WFA Asset Management
Wisconsin
$6.01M -$710K -5,485 -9%
SCM
84
SOL Capital Management
Maryland
$6.01M -$207K -1,600 -3%
AWM
85
AE Wealth Management
Kansas
$5.96M -$2.41M -18,649 -29%
MFG
86
Merit Financial Group
Georgia
$5.93M -$26.9K -208 -0.5%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$5.87M -$485K -3,747 -8%
BPAMU
88
BTG Pactual Asset Management US
New York
$5.87M +$263K +2,033 +5%
Comerica Bank
89
Comerica Bank
Texas
$5.79M -$214K -1,652 -4%
JIC
90
Johnson Investment Counsel
Ohio
$5.72M +$3.37K +26 +0.1%
PWM
91
Penobscot Wealth Management
Maine
$5.72M +$62K +479 +1%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$5.62M +$129 +1 +0%
WSFG
93
Wall Street Financial Group
Illinois
$5.61M -$503K -3,888 -8%
LWP
94
LMG Wealth Partners
Louisiana
$5.33M +$17.4K +134 +0.3%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$5.31M +$3.92M +30,265 +297%
ETC
96
Exchange Traded Concepts
Oklahoma
$5.06M +$45.7K +353 +0.9%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$4.89M +$101K +780 +2%
MM
98
Main Management
California
$4.85M -$319K -2,460 -6%
NAMP
99
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.77M +$3.88K +30 +0.1%
CIA
100
Concurrent Investment Advisors
Florida
$4.73M -$480K -3,709 -9%

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.