Vanguard Financials ETF
625 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 206 reducing their positions, and 46 closing their positions.
447% more call options, than puts
Call options by funds: $8.54M | Put options by funds: $1.56M
87% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 46
6% more funds holding
Funds holding: 592 → 625 (+33)
0% more funds holding in top 10
Funds holding in top 10: 22 → 22 (0)
6% less repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 206
4.35% less ownership
Funds ownership: 57.57% → 53.21% (-4.4%)
6% less capital invested
Capital invested by funds: $5.31B → $5.02B (-$295M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$108M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$72M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$32.8M |
| 4 |
EWG
Executive Wealth Group
Kirkland,
Washington
|
+$20.6M |
| 5 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$741M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$160M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$61.9M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$52.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$43.8M |
VFH Hedge Fund Activity: Q1 2024 in Review
625 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q1 2024, worth a combined $5.02B — down 5.6% from $5.31B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new VFH positions and 46 closed out — a net gain of 40 holders — while 193 added to existing stakes and 206 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $108M. The largest seller was Varma Mutual Pension Insurance Co, exiting entirely with an estimated $741M sold.
- 625 institutional investors held Vanguard Financials ETF (VFH) as of Q1 2024, up from 592 in Q4 2023.
- Funds reported $5.02B of Vanguard Financials ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
- 86 funds opened new Vanguard Financials ETF positions in Q1 2024 and 46 closed out, a net change of +40 holders.
- The largest Vanguard Financials ETF buyer in Q1 2024 was Beacon Capital Management Inc (Ohio), an estimated $108M added.
- The largest Vanguard Financials ETF seller in Q1 2024 was Varma Mutual Pension Insurance Co, an estimated $741M sold.
Based on aggregated 13F filings for Q1 2024.