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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
Jones Financial Companies
151
Jones Financial Companies
Missouri
$2.14M +$504K +4,760 +32%
AGC
152
Aspen Grove Capital
Colorado
$2.12M +$9.22K +87 +0.5%
Citigroup
153
Citigroup
New York
$2.09M -$66.1K -624 -3%
EH
154
Equitable Holdings
New York
$2.08M -$47.5K -448 -2%
MCM
155
MontVue Capital Management
Virginia
$2.08M -$22.6K -213 -1%
HIM
156
Harbour Investment Management
Washington
$2.07M -$31.8K -300 -2%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2M +$688K +6,491 +55%
AAS
158
Ameritas Advisory Services
Nebraska
$2M +$251K +2,364 +15%
TCA
159
Transcend Capital Advisors
New Jersey
$1.99M -$17.1K -161 -0.9%
DADC
160
D.A. Davidson & Co
Montana
$1.94M +$54.7K +516 +3%
GS
161
GTS Securities
New York
$1.93M +$1.08M +10,197 +138%
RMAM
162
Raab & Moskowitz Asset Management
New Jersey
$1.89M -$41.8K -394 -2%
TRCT
163
Tower Research Capital (TRC)
New York
$1.87M +$1.79M +16,926 +14,847%
GAM
164
Garrison Asset Management
Arkansas
$1.82M -$49.6K -468 -3%
MGIA
165
Moneta Group Investment Advisors
Missouri
$1.81M +$171K +1,615 +11%
NA
166
NewEdge Advisors
Louisiana
$1.8M +$50.3K +475 +3%
BPA
167
Beacon Pointe Advisors
California
$1.8M -$64.4K -608 -4%
Cerity Partners
168
Cerity Partners
New York
$1.8M -$584K -5,507 -25%
TNAM
169
Terra Nova Asset Management
New York
$1.78M -$125K -1,180 -7%
PCIA
170
Prime Capital Investment Advisors
Kansas
$1.75M -$37.2K -351 -2%
ASN
171
Advisory Services Network
Georgia
$1.72M
LIWM
172
Long Island Wealth Management
New York
$1.72M -$1.75M -16,546 -51%
LWM
173
Laidlaw Wealth Management
New York
$1.67M +$22.4K +211 +1%
PA
174
Parallel Advisors
California
$1.66M -$15.7K -148 -1%
FT
175
Fiduciary Trust
Massachusetts
$1.64M

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.