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Vanguard Financials ETF
VFH

705 hedge funds and large institutions have $6.85B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 249 increasing their positions, 185 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

946% more call options, than puts

Call options by funds: $5.68M | Put options by funds: $543K

233% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 185

23% more funds holding in top 10

Funds holding in top 10: 22 → 27 (+5)

20% more capital invested

Capital invested by funds: $5.73B → $6.85B (+$1.12B)

12% more funds holding

Funds holding: 630 → 705 (+75)

1.97% less ownership

Funds ownership: 56.45% → 54.49% (-2%)

Holders
705
Holders Change
+75
Holders Change %
+11.9%
% of All Funds
9.29%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
120
Increased
249
Reduced
185
Closed
36
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$52.4M
2
Wells Fargo
Wells Fargo
California
+$25.6M
3
A
Allianz
Germany
+$21.7M
4
PP
Prudential plc
United Kingdom
+$20M
5
AP
Advisors Preferred
Maryland
+$17.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$57.6M
2
Bank of America
Bank of America
North Carolina
-$47.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.6M
4
SF
Synovus Financial
Georgia
-$26.8M
5
MIS
Morningstar Investment Services
Illinois
-$24.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
176
Elevation Capital Advisory
Oregon
$2.14M +$1.09M +9,202 +103%
Nomura Asset Management
177
Nomura Asset Management
Japan
$2.14M +$2.14M +18,100 New
MAM
178
Madison Asset Management
Wisconsin
$2.13M +$2.14M +18,066 New
MIA
179
Madison Investment Advisors
Wisconsin
$2.13M +$2.14M +18,066 New
ASN
180
Advisory Services Network
Georgia
$2.12M +$92.2K +780 +5%
IAA
181
Independent Advisor Alliance
North Carolina
$2.06M +$2.06M +17,438 New
ISFAN
182
Investor's Fiduciary Advisor Network
Washington
$2.06M +$2.06M +17,425 New
RMAM
183
Raab & Moskowitz Asset Management
New Jersey
$2.03M +$5.32K +45 +0.3%
AGC
184
Aspen Grove Capital
Colorado
$2.03M -$239K -2,018 -11%
EFH
185
Eaton Financial Holdings
Florida
$2.03M +$2.03M +17,159 New
TPW
186
Transatlantique Private Wealth
New York
$1.93M +$172K +1,456 +10%
AF
187
Apexium Financial
Texas
$1.92M +$260K +2,200 +16%
TNAM
188
Terra Nova Asset Management
New York
$1.92M +$9.34K +79 +0.5%
PCIA
189
Prime Capital Investment Advisors
Kansas
$1.86M -$17.9K -151 -0.9%
HFA
190
Hershey Financial Advisers
Pennsylvania
$1.86M +$1.86M +15,757 New
MGIA
191
Moneta Group Investment Advisors
Missouri
$1.85M -$93.5K -791 -5%
ITB
192
Idaho Trust Bank
Idaho
$1.81M +$96.9K +819 +6%
PA
193
Parallel Advisors
California
$1.78M -$710 -6 -0%
LWM
194
Laidlaw Wealth Management
New York
$1.78M -$7.21K -61 -0.4%
FT
195
Fiduciary Trust
Massachusetts
$1.75M -$16.2K -137 -0.9%
KF
196
Krilogy Financial
Missouri
$1.72M +$136K +1,151 +9%
KCM
197
Kennicott Capital Management
California
$1.71M – – –
Renaissance Technologies
198
Renaissance Technologies
New York
$1.66M – – –
EAM
199
Evanson Asset Management
California
$1.6M +$18.1K +153 +1%
DI
200
Disciplined Investors
Texas
$1.6M +$1.63M +13,760 New
6 7
8
9 10

VFH Hedge Fund Activity: Q4 2024 in Review

705 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2024, worth a combined $6.85B — up 20% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new VFH positions and 36 closed out — a net gain of 84 holders — while 249 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 705 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2024, up from 630 in Q3 2024.
  • Funds reported $6.85B of Vanguard Financials ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 120 funds opened new Vanguard Financials ETF positions in Q4 2024 and 36 closed out, a net change of +84 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2024 was Morgan Stanley, an estimated $52.4M added.
  • The largest Vanguard Financials ETF seller in Q4 2024 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q4 2024.