Vanguard Financials ETF
635 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 207 increasing their positions, 208 reducing their positions, and 35 closing their positions.
313% more call options, than puts
Call options by funds: $4.75M | Put options by funds: $1.15M
191% more capital inflows, than outflows
Capital inflows: $285M | Capital outflows: $97.9M
66% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 35
3% more funds holding
Funds holding: 619 → 635 (+16)
1.17% more ownership
Funds ownership: 55.3% → 56.48% (+1.2%)
0% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 208
4% less funds holding in top 10
Funds holding in top 10: 23 → 22 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Preferred
Rockville,
Maryland
|
+$32M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$23.2M |
| 3 |
Synovus Financial
Columbus,
Georgia
|
+$23.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.2M |
| 5 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$13.6M |
| 2 |
Allianz
Munich,
Germany
|
-$10.3M |
| 3 |
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$8.43M |
| 4 |
Marmo Financial Group
Johnson City,
Tennessee
|
-$7.98M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.91M |
VFH Hedge Fund Activity: Q3 2024 in Review
635 of the 6,989 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: 58 funds opened new VFH positions and 35 closed out — a net gain of 23 holders — while 207 added to existing stakes and 208 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.
- 635 institutional investors held Vanguard Financials ETF (VFH) as of Q3 2024, up from 619 in Q2 2024.
- Funds reported $5.73B of Vanguard Financials ETF stock for Q3 2024, up 14% quarter-over-quarter.
- 58 funds opened new Vanguard Financials ETF positions in Q3 2024 and 35 closed out, a net change of +23 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.