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Vanguard Financials ETF

704 hedge funds and large institutions have $6.7B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 226 increasing their positions, 232 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,965% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $496K

31% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 55

6% more capital invested

Capital invested by funds: $6.32B → $6.7B (+$374M)

1.42% more ownership

Funds ownership: 52.49%53.9% (+1.4%)

1% more funds holding

Funds holding: 700704 (+4)

3% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 232

21% less funds holding in top 10

Funds holding in top 10: 2923 (-6)

Holders
704
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
9.27%
Holding in Top 10
23
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20.69%
% of All Funds
0.3%
New
72
Increased
226
Reduced
232
Closed
55
Calls
$10.2M
Puts
$496K
Net Calls
+$9.75M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$2.92B -$9.77M -81,976 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$433M -$26.6M -223,001 -6%
UBS Group
3
UBS Group
Switzerland
$230M -$12.3M -103,341 -5%
Wells Fargo
4
Wells Fargo
California
$215M +$2.84M +23,790 +1%
PCH
5
PGIM Custom Harvest
New Jersey
$175M +$19.1M +160,299 +13%
Raymond James Financial
6
Raymond James Financial
Florida
$138M +$338K +2,837 +0.3%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$129M +$80.3M +673,259 +198%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$127M -$4.27M -35,829 -3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$112M +$90.1M +755,665 +607%
LPL Financial
10
LPL Financial
California
$111M +$10.1M +84,913 +11%
Ameriprise
11
Ameriprise
Minnesota
$104M -$5.33M -44,669 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$92.1M -$37.5M -314,622 -30%
JP Morgan Chase
13
JP Morgan Chase
New York
$68.5M -$148K -1,244 -0.2%
Stifel Financial
14
Stifel Financial
Missouri
$59.6M -$563K -4,718 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$59M -$6.34M -53,134 -10%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$53.8M +$399K +3,347 +0.8%
Two Sigma Investments
17
Two Sigma Investments
New York
$44M +$41.3M +346,000 New
KIA
18
KCM Investment Advisors
California
$43.8M -$512K -4,297 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$43.7M -$14.9M -125,185 -27%
M&T Bank
20
M&T Bank
New York
$39.2M -$5.51M -46,246 -13%
Osaic Holdings
21
Osaic Holdings
Arizona
$37.7M +$3.29M +27,589 +10%
TF
22
Theory Financial
Colorado
$30.6M +$8M +67,123 +39%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$29.5M -$937K -7,857 -3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$29.4M +$1.94M +16,283 +8%
SF
25
Synovus Financial
Georgia
$27.5M -$146K -1,222 -0.6%

VFH Hedge Fund Activity: Q2 2025 in Review

704 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Financials ETF (VFH) for Q2 2025, worth a combined $6.7B — up 5.9% from $6.32B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VFH positions and 55 closed out — a net gain of 17 holders — while 226 added to existing stakes and 232 trimmed.

The largest buyer was Corient Private Wealth, adding an estimated $90.1M. The largest seller was Envestnet Asset Management, cutting an estimated $37.5M.

  • 704 institutional investors held Vanguard Financials ETF (VFH) as of Q2 2025, up from 700 in Q1 2025.
  • Funds reported $6.7B of Vanguard Financials ETF stock for Q2 2025, up 5.9% quarter-over-quarter.
  • 72 funds opened new Vanguard Financials ETF positions in Q2 2025 and 55 closed out, a net change of +17 holders.
  • The largest Vanguard Financials ETF buyer in Q2 2025 was Corient Private Wealth, an estimated $90.1M added.
  • The largest Vanguard Financials ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q2 2025.