VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M

Top Buyers

1
AP
Advisors Preferred
Maryland
$32.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
3
SF
Synovus Financial
Georgia
$48.7M
4
Ameriprise
Ameriprise
Minnesota
$65.3M
5
EDRH
Edmond de Rothschild Holding
Switzerland
$14.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.57B
2
A
Allianz
Germany
$17.8K
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$167M
4
MFG
Marmo Financial Group
Tennessee
$3.3M
5
Wells Fargo
Wells Fargo
California
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
Evolution Wealth Advisors
Florida
$1.32M -$550 -5 -0%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$1.31M +$652K +5,928 +99%
PWAC
203
Private Wealth Advisors (California)
California
$1.31M +$11.2K +103 +0.9%
MFG
204
Magnus Financial Group
New York
$1.26M +$11.4K +104 +0.9%
EGM
205
Engineers Gate Manager
New York
$1.24M +$321K +2,922 +35%
WSFS
206
Wilmington Savings Fund Society
Delaware
$1.24M +$1.24M +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 +$5.28K +48 +0.4%
WDC
209
Woodward Diversified Capital
California
$1.21M -$74.7K -680 -6%
CL
210
Choreo LLC
Illinois
$1.21M -$5.46K -50 -0.5%
HNB
211
Huntington National Bank
Ohio
$1.19M -$1.11M – –
RWM
212
RBA Wealth Management
California
$1.18M +$37.4K +340 +3%
SWA
213
Stratos Wealth Advisors
Ohio
$1.16M -$31.4K -286 -3%
BCI
214
Brinker Capital Investments
Pennsylvania
$1.13M +$255K +2,320 +29%
OPS
215
Orion Portfolio Solutions
Nebraska
$1.13M +$255K +2,320 +29%
William Blair & Company
216
William Blair & Company
Illinois
$1.13M +$31.4K +286 +3%
CPRC
217
Consolidated Portfolio Review Corp
New York
$1.12M -$164K -1,490 -13%
Millennium Management
218
Millennium Management
New York
$1.11M -$632K -5,748 -36%
WA
219
Wealth Alliance
New York
$1.1M -$131K -1,193 -11%
CW
220
CreativeOne Wealth
Kansas
$1.09M +$95.1K +865 +10%
MWM
221
Mission Wealth Management
California
$1.08M -$28.4K -258 -3%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$1.08M +$182K +1,598 +20%
Charles Schwab
223
Charles Schwab
California
$1.07M -$175K -1,596 -14%
QCM
224
Quantinno Capital Management
New York
$1.06M +$778K +7,079 +275%
WMA
225
Wealth Management Associates
New Jersey
$1.05M – – –
7 8
9
10 11