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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
CSS
151
Cubist Systematic Strategies
Connecticut
$2.57M +$2.54M +19,581 New
BPA
152
Beacon Pointe Advisors
California
$2.51M -$274K -2,113 -10%
ODG
153
O'Dell Group
Ohio
$2.5M +$28.6K +221 +1%
MCM
154
MontVue Capital Management
Virginia
$2.45M -$31.2K -241 -1%
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$2.42M +$300K +2,316 +14%
TCA
156
Transcend Capital Advisors
New Jersey
$2.35M +$12.9K +100 +0.6%
USCWA
157
U.S. Capital Wealth Advisors
Texas
$2.34M -$238K -1,835 -9%
EFS
158
Essex Financial Services
Connecticut
$2.33M -$150K -1,158 -6%
MGIA
159
Moneta Group Investment Advisors
Missouri
$2.28M -$62.8K -485 -3%
AW
160
Avion Wealth
Texas
$2.27M -$119K -918 -5%
FA
161
Fountainhead AM
New Jersey
$2.26M +$630K +4,862 +39%
RMAM
162
Raab & Moskowitz Asset Management
New Jersey
$2.22M -$7.77K -60 -0.4%
HIM
163
Harbour Investment Management
Washington
$2.19M -$174K -1,340 -7%
RL
164
Retireful LLC
Michigan
$2.17M +$2.14M +16,551 New
ISFAN
165
Investor's Fiduciary Advisor Network
Washington
$2.16M +$7.12K +55 +0.3%
SCM
166
SCS Capital Management
Massachusetts
$2.15M +$129 +1 +0%
TNAM
167
Terra Nova Asset Management
New York
$2.13M +$5.7K +44 +0.3%
AF
168
Apexium Financial
Texas
$2.13M -$11.5K -89 -0.5%
BCI
169
Brinker Capital Investments
Pennsylvania
$2.12M -$245K -1,892 -10%
RFM
170
Royal Fund Management
Florida
$2.09M -$77.6K -599 -4%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$2.06M -$3.93M -30,374 -66%
William Blair & Company
172
William Blair & Company
Illinois
$2.06M -$235K -1,818 -10%
KF
173
Krilogy Financial
Missouri
$2.05M +$292K +2,258 +16%
AGC
174
Aspen Grove Capital
Colorado
$1.93M -$338K -2,609 -15%
KCM
175
Kennicott Capital Management
California
$1.9M

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.