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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
BPAMU
101
BTG Pactual Asset Management US
New York
$4.51M +$5.01M +47,276 New
AI
102
Atria Investments
North Carolina
$4.49M -$83.3K -786 -2%
JIC
103
Johnson Investment Counsel
Ohio
$4.38M +$97.5K +920 +2%
IWC
104
Integrated Wealth Concepts
Massachusetts
$4.36M -$610K -5,760 -13%
LWP
105
LMG Wealth Partners
Louisiana
$4.35M +$1.34M +12,680 +47%
MM
106
Main Management
California
$4.33M
CFGS
107
Concourse Financial Group Securities
Alabama
$4.22M +$543K +5,126 +16%
FRA
108
Frank Rimerman Advisors
California
$4.11M +$19.7K +186 +0.5%
NAMP
109
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.06M -$31.8K -300 -0.8%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$3.96M +$1.56M +14,720 +69%
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$3.81M -$11.2K -106 -0.3%
AIM
112
Anchor Investment Management
South Carolina
$3.73M +$64.9K +612 +2%
PNC
113
Park National Corp
Ohio
$3.66M -$70.4K -664 -2%
QWM
114
Quaker Wealth Management
New Jersey
$3.65M +$3.52M +33,213 New
CIA
115
Concurrent Investment Advisors
Florida
$3.58M -$131K -1,236 -4%
MGIA
116
Matthew Goff Investment Advisor
Texas
$3.54M -$30.2K -285 -0.9%
FFN
117
Focus Financial Network
Minnesota
$3.5M -$1.07M -10,078 -24%
GIA
118
Gladstone Institutional Advisory
Florida
$3.36M -$62.1K -586 -2%
FIA
119
Foundations Investment Advisors
Arizona
$3.33M -$276K -2,607 -8%
MFG
120
Marmo Financial Group
Tennessee
$3.3M -$7.98M -75,276 -71%
BCA
121
Bray Capital Advisors
Florida
$3.23M -$237K -2,240 -7%
ACM
122
Advisors Capital Management
New Jersey
$3.22M +$31.4K +296 +1%
PWM
123
Penobscot Wealth Management
Maine
$3.22M +$201K +1,892 +7%
RFM
124
Royal Fund Management
Florida
$3.19M +$1.73M +16,285 +130%
NYLIM
125
New York Life Investment Management
New York
$3.14M +$951K +8,976 +46%

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.