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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
MFG
101
Merit Financial Group
Georgia
$5.18M +$21.1K +178 +0.4%
BCWM
102
Bartlett & Co Wealth Management
Ohio
$5.13M +$591 +5 +0%
AI
103
Atria Investments
North Carolina
$5.02M +$197K +1,662 +4%
JIC
104
Johnson Investment Counsel
Ohio
$4.84M +$141K +1,193 +3%
IWC
105
Integrated Wealth Concepts
Massachusetts
$4.8M +$121K +1,022 +3%
FRA
106
Frank Rimerman Advisors
California
$4.78M +$360K +3,042 +8%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$4.77M +$524K +4,432 +12%
LWP
108
LMG Wealth Partners
Louisiana
$4.76M +$91.6K +775 +2%
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$4.68M -$1.32M -11,197 -22%
MM
110
Main Management
California
$4.65M
Pathstone Holdings
111
Pathstone Holdings
New Jersey
$4.56M +$443K +3,750 +11%
IWM
112
IHT Wealth Management
Illinois
$4.54M +$1.39M +11,784 +44%
NAMP
113
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.38M +$14.8K +125 +0.3%
BPAMU
114
BTG Pactual Asset Management US
New York
$4.21M -$377K -3,191 -7%
CWG
115
Crown Wealth Group
North Carolina
$4.2M +$4.2M +35,557 New
MGIA
116
Matthew Goff Investment Advisor
Texas
$4.19M +$395K +3,337 +10%
WEG
117
World Equity Group
Illinois
$4.12M +$4.13M +34,882 New
MIS
118
Morningstar Investment Services
Illinois
$4.07M -$24.8M -209,350 -86%
A
119
Argentarii
Ohio
$4.04M +$4.04M +34,197 New
NYLIM
120
New York Life Investment Management
New York
$4.01M +$638K +5,398 +19%
NFTC
121
North Forty Two & Co
Oregon
$3.91M +$3.91M +33,097 New
AIM
122
Anchor Investment Management
South Carolina
$3.9M -$106K -893 -3%
MCM
123
MAI Capital Management
Ohio
$3.8M +$2.77M +23,462 +269%
PNC
124
Park National Corp
Ohio
$3.76M -$177K -1,497 -4%
RFM
125
Royal Fund Management
Florida
$3.67M +$234K +1,982 +7%

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.