Vanguard Financials ETF
617 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 159 increasing their positions, 210 reducing their positions, and 52 closing their positions.
877% more call options, than puts
Call options by funds: $7.61M | Put options by funds: $779K
5% more funds holding in top 10
Funds holding in top 10: 22 → 23 (+1)
2.09% more ownership
Funds ownership: 53.21% → 55.3% (+2.1%)
10% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 52
1% more capital invested
Capital invested by funds: $5.02B → $5.04B (+$25.2M)
1% less funds holding
Funds holding: 625 → 617 (-8)
24% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$175M |
| 2 |
JP Morgan Chase
New York
|
+$60.6M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$36.9M |
| 4 |
BWA
Bordeaux Wealth Advisors
Menlo Park,
California
|
+$10.7M |
| 5 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$6.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$28.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.9M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$10.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.81M |
| 5 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$7.68M |
VFH Hedge Fund Activity: Q2 2024 in Review
617 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2024, worth a combined $5.04B — up 0.5% from $5.02B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new VFH positions and 52 closed out — a net gain of 5 holders — while 159 added to existing stakes and 210 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $175M. The largest seller was Bank of America, cutting an estimated $28.4M.
- 617 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2024, down from 625 in Q1 2024.
- Funds reported $5.04B of Vanguard Financials ETF stock for Q2 2024, up 0.5% quarter-over-quarter.
- 57 funds opened new Vanguard Financials ETF positions in Q2 2024 and 52 closed out, a net change of +5 holders.
- The largest Vanguard Financials ETF buyer in Q2 2024 was UBS Group, an estimated $175M added.
- The largest Vanguard Financials ETF seller in Q2 2024 was Bank of America, an estimated $28.4M sold.
Based on aggregated 13F filings for Q2 2024.