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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
Bank of America
1
Bank of America
North Carolina
$2.57B -$13.6M -128,607 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$303M -$972K -9,172 -0.3%
UBS Group
3
UBS Group
Switzerland
$207M +$13.4M +126,793 +7%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$167M -$8.43M -79,556 -5%
Wells Fargo
5
Wells Fargo
California
$150M -$3.91M -36,923 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$138M +$23.2M +219,122 +21%
PCH
7
PGIM Custom Harvest
New Jersey
$123M +$10.2M +95,777 +9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$118M -$522K -4,928 -0.5%
JP Morgan Chase
9
JP Morgan Chase
New York
$102M +$4.36M +41,153 +5%
LPL Financial
10
LPL Financial
California
$72.4M +$653K +6,165 +0.9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$66.6M +$502K +4,737 +0.8%
Ameriprise
12
Ameriprise
Minnesota
$65.3M +$14.2M +134,287 +29%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60.7M +$4.61M +43,500 +9%
RJA
14
Raymond James & Associates
Florida
$51.4M -$409K -3,864 -0.8%
SF
15
Synovus Financial
Georgia
$48.7M +$23.2M +219,120 +98%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$48.5M +$8.44M +79,684 +22%
Stifel Financial
17
Stifel Financial
Missouri
$47.6M +$897K +8,462 +2%
M&T Bank
18
M&T Bank
New York
$39.9M -$3.35M -31,613 -8%
KIA
19
KCM Investment Advisors
California
$39.5M +$181K +1,706 +0.5%
AP
20
Advisors Preferred
Maryland
$32.9M +$32M +301,595 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$30.4M +$2.37M +22,376 +9%
MIS
22
Morningstar Investment Services
Illinois
$26.7M -$876K -8,268 -3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$25.4M -$550K -5,190 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$24.6M -$617K -5,824 -3%
TAS
25
TIFF Advisory Services
Pennsylvania
$23.5M

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.