VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
SWM
Stapp Wealth Management
Washington
$24.1M
3
MFG
Marmo Financial Group
Tennessee
$9.13M
4
TC
TAP Consulting
Missouri
$4.44M
5
HF
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$232M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.4M
5
PCH
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IOOF
126
Independent Order of Foresters
Ontario, Canada
$1.8M – – –
CS
127
Comerica Securities
Michigan
$1.8M -$344K -4,413 -16%
AW
128
Avion Wealth
Texas
$1.8M +$234K +2,833 +15%
PWM
129
Praetorian Wealth Management
California
$1.76M +$192K +2,469 +12%
HIM
130
Harbour Investment Management
Washington
$1.71M -$7.79K -100 -0.5%
TAM
131
Tocqueville Asset Management
New York
$1.69M – – –
BJL
132
Brighton Jones LLC
Washington
$1.67M -$42.8K -549 -2%
LFAS
133
Level Four Advisory Services
Texas
$1.64M +$42.3K +543 +3%
TCA
134
Transcend Capital Advisors
New Jersey
$1.62M -$139K -1,781 -8%
KCM
135
Kennicott Capital Management
California
$1.54M -$198K -2,537 -11%
LWM
136
Laidlaw Wealth Management
New York
$1.53M -$729K -9,362 -32%
BCMLT
137
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.49M -$15M -193,008 -91%
AGC
138
Aspen Grove Capital
Colorado
$1.48M +$106K +1,358 +8%
FT
139
Fiduciary Trust
Massachusetts
$1.46M -$7.34M -94,273 -83%
GAM
140
Garrison Asset Management
Arkansas
$1.43M -$3.82K -49 -0.3%
PWMG
141
Pinnacle Wealth Management Group
Michigan
$1.4M +$72K +924 +5%
William Blair & Company
142
William Blair & Company
Illinois
$1.39M -$147K -1,892 -10%
ACM
143
Advisors Capital Management
New Jersey
$1.33M -$45.2K -581 -3%
SG
144
Sharper & Granite
California
$1.31M -$228K -2,925 -15%
RMAM
145
Raab & Moskowitz Asset Management
New Jersey
$1.29M -$14.7K -189 -1%
DADC
146
D.A. Davidson & Co
Montana
$1.28M -$7.56K -97 -0.6%
ORC
147
O'Rourke & Company
Massachusetts
$1.26M +$16K +206 +1%
BS
148
Banco Santander
Spain
$1.26M -$853K -10,947 -40%
ISL
149
Ingalls & Snyder LLC
New York
$1.25M +$227K +2,920 +22%
CCA
150
Checchi Capital Advisers
California
$1.22M -$49.1K -630 -4%
4 5
6
7 8