We are live on ! Find out more
VFH icon

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
PAG
126
Private Advisor Group
New Jersey
$3.14M +$104K +979 +4%
CSB
127
City State Bank
Iowa
$3.13M -$34.2K -323 -1%
Northern Trust
128
Northern Trust
Illinois
$3.1M +$111K +1,051 +4%
IWM
129
IHT Wealth Management
Illinois
$3M +$12.3K +116 +0.4%
BF
130
BOK Financial
Oklahoma
$2.99M +$34.7K +327 +1%
SWM
131
Stapp Wealth Management
Washington
$2.95M -$46.4K -438 -2%
FFC
132
First Financial Corp
Indiana
$2.85M -$42.2K -398 -2%
TLP
133
Trinity Legacy Partners
Texas
$2.82M -$7.74K -73 -0.3%
OC
134
Oppenheimer & Co
New York
$2.76M -$40.6K -383 -2%
HI
135
Harper Investing
California
$2.74M +$530K +5,000 +25%
JF
136
Joule Financial
Kentucky
$2.66M -$744K -7,025 -23%
SCA
137
Snowden Capital Advisors
New York
$2.62M -$116K -1,098 -4%
NCM
138
Novare Capital Management
North Carolina
$2.47M -$153K -1,445 -6%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$2.43M +$132K +1,243 +6%
TAM
140
Tocqueville Asset Management
New York
$2.39M
PWM
141
Praetorian Wealth Management
California
$2.35M -$60.5K -571 -3%
IOOF
142
Independent Order of Foresters
Ontario, Canada
$2.33M
Macquarie Group
143
Macquarie Group
Australia
$2.33M
Jane Street
144
Jane Street
New York
$2.27M -$1.2M -11,309 -35%
GWM
145
Gray Wealth Management
Maine
$2.22M -$2.65K -25 -0.1%
WA
146
Waverly Advisors
Alabama
$2.21M +$270K +2,544 +14%
AW
147
Avion Wealth
Texas
$2.2M -$75.1K -709 -3%
ORC
148
O'Rourke & Company
Massachusetts
$2.19M +$141K +1,331 +7%
NAM
149
NorthCrest Asset Manangement
Minnesota
$2.16M -$1.91K -18 -0.1%
EFS
150
Essex Financial Services
Connecticut
$2.14M -$3.07K -29 -0.2%

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.