VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
SWM
Stapp Wealth Management
Washington
$24.1M
3
MFG
Marmo Financial Group
Tennessee
$9.13M
4
TC
TAP Consulting
Missouri
$4.44M
5
HF
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$232M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.4M
5
PCH
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$772K +$192K +2,162 +33%
CG
202
Caprock Group
Idaho
$766K – – –
RWM
203
RBA Wealth Management
California
$761K +$18.2K +234 +2%
OIA
204
OneDigital Investment Advisors
Kansas
$756K -$2.49K -32 -0.3%
EWA
205
EP Wealth Advisors
California
$739K +$477K +8,921 +182%
NWM
206
NEIRG Wealth Management
Massachusetts
$717K -$3.66K -47 -0.5%
CB
207
Community Bank
New York
$712K -$15.6K -200 -2%
CF
208
Centaurus Financial
California
$711K -$135K -1,729 -16%
CG
209
Colony Group
Massachusetts
$699K -$13.9M -178,213 -95%
TPW
210
Transatlantique Private Wealth
New York
$698K +$72.3K +928 +12%
AG
211
Ascent Group
Virginia
$694K -$1.08M -13,902 -61%
SIAG
212
Safeguard Investment Advisory Group
California
$693K -$32.4K -416 -4%
CW
213
CreativeOne Wealth
Kansas
$683K +$35.9K +461 +6%
RPGK
214
Retirement Planning Group (Kansas)
Kansas
$673K +$156 +2 +0%
TF
215
TIAA FSB
Florida
$672K -$349K -4,485 -34%
AAS
216
Ameritas Advisory Services
Nebraska
$672K -$589K -7,456 -47%
BBA
217
BLB&B Advisors
Pennsylvania
$671K -$128K -1,647 -16%
SWP
218
Stratos Wealth Partners
Ohio
$668K -$117K -1,498 -15%
VIA
219
Vickerman Investment Advisors
Washington
$656K -$25.3K -325 -4%
GFP
220
Gryphon Financial Partners
Ohio
$654K – – –
BRWA
221
B. Riley Wealth Advisors
Florida
$650K +$43.2K +555 +7%
KPWS
222
Kestra Private Wealth Services
Texas
$650K +$30.4K +390 +5%
CFGS
223
Concourse Financial Group Securities
Alabama
$648K -$99.9K -1,282 -13%
BAM
224
BTS Asset Management
Massachusetts
$648K -$28.7K -368 -4%
US Bancorp
225
US Bancorp
Minnesota
$643K -$10.3K -132 -2%
7 8
9
10 11