VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.2M
3
PCH
PGIM Custom Harvest
New Jersey
$103M
4
BWA
Bordeaux Wealth Advisors
California
$10.7M
5
TF
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$23M
5
SWP
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$1.72M -$87.6K -877 -5%
DADC
152
D.A. Davidson & Co
Montana
$1.71M +$40.5K +405 +2%
GAM
153
Garrison Asset Management
Arkansas
$1.7M -$20K -200 -1%
BPA
154
Beacon Pointe Advisors
California
$1.7M -$236K -2,360 -12%
HFA
155
Hershey Financial Advisers
Pennsylvania
$1.66M +$1.66M +16,625 New
PCIA
156
Prime Capital Investment Advisors
Kansas
$1.63M -$270K -2,706 -14%
NA
157
NewEdge Advisors
Louisiana
$1.59M -$12.1K -121 -0.8%
Millennium Management
158
Millennium Management
New York
$1.58M +$1.58M +15,822 New
AAS
159
Ameritas Advisory Services
Nebraska
$1.58M +$44.8K +449 +3%
PA
160
Parallel Advisors
California
$1.52M +$5.49K +55 +0.4%
RSWM
161
Robertson Stephens Wealth Management
California
$1.5M -$1.32M -13,144 -47%
NPFS
162
Novak & Powell Financial Services
Florida
$1.5M -$10.2K -102 -0.7%
LWM
163
Laidlaw Wealth Management
New York
$1.49M +$22.9K +229 +2%
FT
164
Fiduciary Trust
Massachusetts
$1.49M -$135K -1,354 -8%
MGIA
165
Moneta Group Investment Advisors
Missouri
$1.48M +$60.1K +602 +4%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$1.48M +$650K +6,506 +79%
KCM
167
Kennicott Capital Management
California
$1.45M – – –
ITB
168
Idaho Trust Bank
Idaho
$1.44M +$1.44M +14,437 New
Citadel Advisors
169
Citadel Advisors
Florida
$1.44M -$5.84M -58,471 -80%
KWM
170
Keebeck Wealth Management
Illinois
$1.43M – – –
AF
171
Apexium Financial
Texas
$1.42M -$62.4K -622 -4%
SW
172
Simplicity Wealth
New Jersey
$1.41M -$298K -2,983 -17%
BFG
173
Bleakley Financial Group
New Jersey
$1.41M -$298K -2,983 -17%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$1.38M -$35.1K -351 -2%
EAM
175
Evanson Asset Management
California
$1.33M – – –
5 6
7
8 9