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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
NPFS
176
Novak & Powell Financial Services
Florida
$1.64M -$7.31K -69 -0.5%
TPW
177
Transatlantique Private Wealth
New York
$1.63M +$1.58M +14,865 New
KCM
178
Kennicott Capital Management
California
$1.59M
ITB
179
Idaho Trust Bank
Idaho
$1.59M +$3.6K +34 +0.2%
AF
180
Apexium Financial
Texas
$1.56M -$3.71K -35 -0.2%
Renaissance Technologies
181
Renaissance Technologies
New York
$1.55M +$827K +7,800 +124%
KF
182
Krilogy Financial
Missouri
$1.48M +$14.5K +137 +1%
EAM
183
Evanson Asset Management
California
$1.47M +$4.24K +40 +0.3%
PAS
184
Park Avenue Securities
New York
$1.47M +$1.42M +13,374 New
KWM
185
Keebeck Wealth Management
Illinois
$1.46M -$107K -1,009 -7%
Prudential Financial
186
Prudential Financial
New Jersey
$1.46M +$824K +7,779 +141%
BOM
187
Bank of Marin
California
$1.46M
CIA
188
Cladis Investment Advisory
Montana
$1.46M -$10.6K -100 -0.7%
ISL
189
Ingalls & Snyder LLC
New York
$1.41M +$2.54K +24 +0.2%
LWM
190
Liberty Wealth Management
California
$1.41M +$4.56K +43 +0.3%
SPIA
191
Steward Partners Investment Advisory
New York
$1.41M +$208K +1,964 +18%
LFAS
192
Level Four Advisory Services
Texas
$1.41M -$23K -217 -2%
SG
193
Sharper & Granite
California
$1.4M -$53.5K -505 -4%
BFG
194
Bleakley Financial Group
New Jersey
$1.39M -$157K -1,477 -10%
WWM
195
Western Wealth Management
Colorado
$1.39M +$322K +3,038 +32%
GT
196
Glenmede Trust
Pennsylvania
$1.37M
MCM
197
Manchester Capital Management
Vermont
$1.36M
IFWM
198
Institute for Wealth Management
Colorado
$1.36M -$2.97K -28 -0.2%
OCPWS
199
One Charles Private Wealth Services
Massachusetts
$1.35M
BJL
200
Brighton Jones LLC
Washington
$1.32M +$118K +1,115 +10%

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.