VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$377M
2
Wells Fargo
Wells Fargo
California
$187M
3
A
Allianz
Germany
$21.7M
4
PP
Prudential plc
United Kingdom
$20M
5
AP
Advisors Preferred
Maryland
$52.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
SF
Synovus Financial
Georgia
$25.6M
5
MIS
Morningstar Investment Services
Illinois
$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$3.64M +$3.35M +28,409 +1,193%
GIA
127
Gladstone Institutional Advisory
Florida
$3.63M +$16.2K +137 +0.4%
PWM
128
Penobscot Wealth Management
Maine
$3.61M +$156K +1,319 +5%
FIA
129
Foundations Investment Advisors
Arizona
$3.58M -$1.06K -9 -0%
PAG
130
Private Advisor Group
New Jersey
$3.54M +$176K +1,492 +5%
CCMG
131
Clark Capital Management Group
Pennsylvania
$3.47M -$2.55M -21,601 -42%
MFG
132
Marmo Financial Group
Tennessee
$3.44M -$107K -903 -3%
OC
133
Oppenheimer & Co
New York
$3.37M +$408K +3,452 +14%
ACM
134
Advisors Capital Management
New Jersey
$3.36M -$101K -855 -3%
FFN
135
Focus Financial Network
Minnesota
$3.34M -$407K -3,450 -11%
AF
136
Allworth Financial
California
$3.31M +$3.12M +25,263 +1,638%
CSB
137
City State Bank
Iowa
$3.28M -$75.8K -642 -2%
Northern Trust
138
Northern Trust
Illinois
$3.23M -$97.9K -829 -3%
SWM
139
Stapp Wealth Management
Washington
$3.18M +$18.5K +157 +0.6%
FFC
140
First Financial Corp
Indiana
$3.14M +$86.7K +734 +3%
BF
141
BOK Financial
Oklahoma
$3.13M -$46.8K -405 -1%
RCS
142
Retirement Capital Strategies
California
$3.11M +$3.11M +26,359 New
Jones Financial Companies
143
Jones Financial Companies
Missouri
$2.98M +$672K +5,693 +29%
JF
144
Joule Financial
Kentucky
$2.96M +$110K +929 +4%
RL
145
Retireful LLC
Michigan
$2.92M +$2.92M +24,707 New
WA
146
Waverly Advisors
Alabama
$2.84M +$469K +3,970 +20%
SCA
147
Snowden Capital Advisors
New York
$2.82M +$12K +102 +0.4%
TLP
148
Trinity Legacy Partners
Texas
$2.8M -$121K -1,023 -4%
EH
149
Equitable Holdings
New York
$2.78M +$542K +4,588 +24%
BCA
150
Bray Capital Advisors
Florida
$2.75M -$713K -6,040 -21%
4 5
6
7 8