We are live on ! Find out more
VFH icon

Vanguard Financials ETF

705 hedge funds and large institutions have $6.85B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 249 increasing their positions, 185 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

946% more call options, than puts

Call options by funds: $5.68M | Put options by funds: $543K

233% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 36

35% more repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 185

23% more funds holding in top 10

Funds holding in top 10: 2227 (+5)

20% more capital invested

Capital invested by funds: $5.73B → $6.85B (+$1.12B)

12% more funds holding

Funds holding: 630705 (+75)

1.97% less ownership

Funds ownership: 56.45%54.49% (-2%)

Holders
705
Holders Change
+75
Holders Change %
+11.9%
% of All Funds
9.29%
Holding in Top 10
27
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+22.73%
% of All Funds
0.36%
New
120
Increased
249
Reduced
185
Closed
36
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.72B -$47.4M -401,232 -2%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$602M -$2.37K -20 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$377M +$52.4M +443,385 +16%
UBS Group
4
UBS Group
Switzerland
$227M +$4.87M +41,156 +2%
Wells Fargo
5
Wells Fargo
California
$187M +$25.6M +216,103 +16%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$169M -$10.6M -89,838 -6%
PCH
7
PGIM Custom Harvest
New Jersey
$140M +$7.25M +61,282 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$131M +$131M +1,105,688 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$126M -$1.34M -11,292 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$121M -$27.6M -233,196 -19%
LPL Financial
11
LPL Financial
California
$89.5M +$11.7M +99,117 +15%
Ameriprise
12
Ameriprise
Minnesota
$81.7M +$11.5M +97,667 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$62.1M -$3.1M -26,229 -5%
Stifel Financial
14
Stifel Financial
Missouri
$53.1M +$1.94M +16,373 +4%
AP
15
Advisors Preferred
Maryland
$52.6M +$17.1M +144,912 +48%
JP Morgan Chase
16
JP Morgan Chase
New York
$51.7M -$57.6M -486,860 -53%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$48.6M -$3.49M -29,522 -7%
M&T Bank
18
M&T Bank
New York
$42.8M -$128K -1,085 -0.3%
KIA
19
KCM Investment Advisors
California
$40.4M -$1.99M -16,786 -5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$33.6M +$949K +8,021 +3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$28.1M +$850K +7,186 +3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$25.9M +$2.79M +23,611 +12%
SF
23
Synovus Financial
Georgia
$25.6M -$26.8M -226,313 -51%
TAS
24
TIFF Advisory Services
Pennsylvania
$25.2M
Osaic Holdings
25
Osaic Holdings
Arizona
$25.1M -$1.4M -11,853 -5%

VFH Hedge Fund Activity: Q4 2024 in Review

705 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q4 2024, worth a combined $6.85B — up 20% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new VFH positions and 36 closed out — a net gain of 84 holders — while 249 added to existing stakes and 185 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $52.4M. The largest seller was JP Morgan Chase, cutting an estimated $57.6M.

  • 705 institutional investors held Vanguard Financials ETF (VFH) as of Q4 2024, up from 630 in Q3 2024.
  • Funds reported $6.85B of Vanguard Financials ETF stock for Q4 2024, up 20% quarter-over-quarter.
  • 120 funds opened new Vanguard Financials ETF positions in Q4 2024 and 36 closed out, a net change of +84 holders.
  • The largest Vanguard Financials ETF buyer in Q4 2024 was Morgan Stanley, an estimated $52.4M added.
  • The largest Vanguard Financials ETF seller in Q4 2024 was JP Morgan Chase, an estimated $57.6M sold.

Based on aggregated 13F filings for Q4 2024.