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Vanguard Financials ETF

707 hedge funds and large institutions have $6.86B invested in Vanguard Financials ETF in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 239 increasing their positions, 225 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

771% more call options, than puts

Call options by funds: $7.89M | Put options by funds: $906K

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

6% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 225

2% more capital invested

Capital invested by funds: $6.7B → $6.86B (+$164M)

0% more funds holding

Funds holding: 704707 (+3)

0.84% less ownership

Funds ownership: 53.9%53.07% (-0.84%)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

Holders
707
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
9.28%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.29%
New
54
Increased
239
Reduced
225
Closed
39
Calls
$7.89M
Puts
$906K
Net Calls
+$6.98M
Net Calls Change
-$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
$3.56M +$26.9K +208 +0.8%
CSB
127
City State Bank
Iowa
$3.54M -$111K -860 -3%
AF
128
Allworth Financial
California
$3.52M -$10.1K -78 -0.3%
ASN
129
Advisory Services Network
Georgia
$3.49M +$100K +772 +3%
AI
130
Atria Investments
North Carolina
$3.38M -$382K -2,950 -10%
BF
131
BOK Financial
Oklahoma
$3.38M -$77.6K -599 -2%
IWM
132
IHT Wealth Management
Illinois
$3.35M -$142K -1,098 -4%
TWA
133
Tandem Wealth Advisors
Arizona
$3.32M -$94.5K -730 -3%
JF
134
Joule Financial
Kentucky
$3.29M -$81.8K -632 -2%
Cerity Partners
135
Cerity Partners
New York
$3.23M +$244K +1,888 +8%
KPWS
136
Kestra Private Wealth Services
Texas
$3.22M +$633K +4,890 +25%
TLP
137
Trinity Legacy Partners
Texas
$3M +$28.6K +221 +0.9%
SCA
138
Snowden Capital Advisors
New York
$2.98M -$104K -802 -3%
PWM
139
Praetorian Wealth Management
California
$2.95M +$40.1K +310 +1%
NCM
140
Novare Capital Management
North Carolina
$2.92M -$8.42K -65 -0.3%
SG
141
Sharper & Granite
California
$2.89M +$1.18M +9,112 +71%
ORC
142
O'Rourke & Company
Massachusetts
$2.88M -$16.8K -130 -0.6%
DADC
143
D.A. Davidson & Co
Montana
$2.87M +$221K +1,709 +8%
NAM
144
NorthCrest Asset Manangement
Minnesota
$2.84M +$64.4K +497 +2%
FTS
145
Fifth Third Securities
Ohio
$2.83M +$228K +1,762 +9%
KeyBank National Association
146
KeyBank National Association
Ohio
$2.79M -$25.9K -200 -0.9%
EPM
147
Elm Partners Management
Pennsylvania
$2.73M +$1.5M +11,594 +126%
AssetMark Inc
148
AssetMark Inc
California
$2.69M -$7.2M -55,603 -73%
Citigroup
149
Citigroup
New York
$2.65M +$473K +3,654 +22%
HFW
150
Horizon Family Wealth
Illinois
$2.61M +$13.9K +107 +0.5%

VFH Hedge Fund Activity: Q3 2025 in Review

707 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q3 2025, worth a combined $6.86B — up 2.5% from $6.7B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VFH positions and 39 closed out — a net gain of 15 holders — while 239 added to existing stakes and 225 trimmed.

The largest buyer was Bank of America, adding an estimated $68.2M. The largest seller was Corient Private Wealth, cutting an estimated $95.2M.

  • 707 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2025, up from 704 in Q2 2025.
  • Funds reported $6.86B of Vanguard Financials ETF stock for Q3 2025, up 2.5% quarter-over-quarter.
  • 54 funds opened new Vanguard Financials ETF positions in Q3 2025 and 39 closed out, a net change of +15 holders.
  • The largest Vanguard Financials ETF buyer in Q3 2025 was Bank of America, an estimated $68.2M added.
  • The largest Vanguard Financials ETF seller in Q3 2025 was Corient Private Wealth, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2025.