VFH icon

Vanguard Financials ETF
VFH

Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.2M
3
PCH
3
PGIM Custom Harvest
New Jersey
$103M
4
SA
4
Sanctuary Advisors
Indiana
$10.9M
5
BWA
5
Bordeaux Wealth Advisors
California
$10.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
3
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23M
5
SWP
5
Strategic Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.35B 23,533,497 -284,112 -1%
Morgan Stanley
2
Morgan Stanley
New York
$276M 2,761,459 +36,540 +1%
UBS Group
3
UBS Group
Switzerland
$175M 1,752,833 +1,752,833 New
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$160M 1,599,408 -72,300 -4%
Wells Fargo
5
Wells Fargo
California
$140M 1,403,449 -25,236 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$108M 1,079,901 -18,213 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$104M 1,040,569 -149,371 -13%
PCH
8
PGIM Custom Harvest
New Jersey
$103M 1,027,284 +369,462 +56%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$88.2M 883,524 +606,850 +219%
LPL Financial
10
LPL Financial
California
$65.2M 652,973 +54,206 +9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$60M 600,815 +25,730 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$50.8M 509,033 -11,652 -2%
RJA
13
Raymond James & Associates
Florida
$47.1M 471,964 +40,730 +9%
Ameriprise
14
Ameriprise
Minnesota
$46M 460,313 -22,598 -5%
Stifel Financial
15
Stifel Financial
Missouri
$42.4M 424,608 -104,510 -20%
M&T Bank
16
M&T Bank
New York
$39.5M 395,054 -9,080 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$36.1M 361,675 -29,133 -7%
KIA
18
KCM Investment Advisors
California
$35.7M 357,292 +342 +0.1%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$25.4M 254,006 +17,027 +7%
MIS
20
Morningstar Investment Services
Illinois
$25.2M 252,067 -22,609 -8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$23.6M 235,865 -4,483 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$23M 229,843 -78,219 -25%
SF
23
Synovus Financial
Georgia
$22.4M 224,102 -3,260 -1%
TAS
24
TIFF Advisory Services
Pennsylvania
$21.3M 213,451 – –
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$18.9M 189,317 -1,477 -0.8%
1
2 3 4 5