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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
CIA
126
Concurrent Investment Advisors
Florida
$3.65M -$196K -1,656 -5%
AssetMark Inc
127
AssetMark Inc
California
$3.64M +$3.36M +28,409 +1,193%
GIA
128
Gladstone Institutional Advisory
Florida
$3.63M +$16.2K +137 +0.4%
PWM
129
Penobscot Wealth Management
Maine
$3.61M +$156K +1,319 +5%
FIA
130
Foundations Investment Advisors
Arizona
$3.58M -$1.06K -9 -0%
PAG
131
Private Advisor Group
New Jersey
$3.54M +$176K +1,492 +5%
CCMG
132
Clark Capital Management Group
Pennsylvania
$3.47M -$2.55M -21,601 -42%
MFG
133
Marmo Financial Group
Tennessee
$3.44M -$107K -903 -3%
OC
134
Oppenheimer & Co
New York
$3.37M +$408K +3,452 +14%
ACM
135
Advisors Capital Management
New Jersey
$3.36M -$101K -855 -3%
FFN
136
Focus Financial Network
Minnesota
$3.34M -$408K -3,450 -11%
AF
137
Allworth Financial
California
$3.31M +$2.99M +25,263 +1,638%
CSB
138
City State Bank
Iowa
$3.28M -$75.9K -642 -2%
Northern Trust
139
Northern Trust
Illinois
$3.23M -$98K -829 -3%
SWM
140
Stapp Wealth Management
Washington
$3.18M +$18.6K +157 +0.6%
FFC
141
First Financial Corp
Indiana
$3.14M +$86.8K +734 +3%
BF
142
BOK Financial
Oklahoma
$3.13M -$47.9K -405 -1%
RCS
143
Retirement Capital Strategies
California
$3.11M +$3.12M +26,359 New
Jones Financial Companies
144
Jones Financial Companies
Missouri
$2.98M +$673K +5,693 +29%
JF
145
Joule Financial
Kentucky
$2.96M +$110K +929 +4%
RL
146
Retireful LLC
Michigan
$2.92M +$2.92M +24,707 New
WA
147
Waverly Advisors
Alabama
$2.84M +$469K +3,970 +20%
SCA
148
Snowden Capital Advisors
New York
$2.82M +$12.1K +102 +0.4%
TLP
149
Trinity Legacy Partners
Texas
$2.8M -$121K -1,023 -4%
EH
150
Equitable Holdings
New York
$2.78M +$543K +4,588 +24%

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.