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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
EWA
201
Evolution Wealth Advisors
Florida
$1.32M -$530 -5 -0%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$1.31M +$628K +5,928 +99%
PWAC
203
Private Wealth Advisors (California)
California
$1.31M +$10.9K +103 +0.9%
MFG
204
Magnus Financial Group
New York
$1.26M +$11K +104 +0.9%
EGM
205
Engineers Gate Manager
New York
$1.24M +$310K +2,922 +35%
WSFS
206
Wilmington Savings Fund Society
Delaware
$1.24M +$1.19M +11,261 New
Neuberger Berman Group
207
Neuberger Berman Group
New York
$1.24M
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$1.23M +$5.09K +48 +0.4%
WDC
209
Woodward Diversified Capital
California
$1.21M -$72.1K -680 -6%
CL
210
Choreo LLC
Illinois
$1.21M -$5.3K -50 -0.5%
HNB
211
Huntington National Bank
Ohio
$1.19M
RWM
212
RBA Wealth Management
California
$1.18M +$36K +340 +3%
SWA
213
Stratos Wealth Advisors
Ohio
$1.16M -$30.3K -286 -3%
BCI
214
Brinker Capital Investments
Pennsylvania
$1.13M +$246K +2,320 +29%
OPS
215
Orion Portfolio Solutions
Nebraska
$1.13M +$246K +2,320 +29%
William Blair & Company
216
William Blair & Company
Illinois
$1.13M +$30.3K +286 +3%
CPRC
217
Consolidated Portfolio Review Corp
New York
$1.12M -$158K -1,490 -13%
Millennium Management
218
Millennium Management
New York
$1.11M -$609K -5,748 -36%
WA
219
Wealth Alliance
New York
$1.1M -$126K -1,193 -11%
CW
220
CreativeOne Wealth
Kansas
$1.09M +$91.7K +865 +10%
MWM
221
Mission Wealth Management
California
$1.08M -$27.3K -258 -3%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$1.08M +$169K +1,598 +20%
Charles Schwab
223
Charles Schwab
California
$1.07M -$169K -1,596 -14%
QCM
224
Quantinno Capital Management
New York
$1.06M +$750K +7,079 +275%
WMA
225
Wealth Management Associates
New Jersey
$1.05M

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.