VFH icon

Vanguard Financials ETF

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
HFRG
226
Houlihan Financial Resource Group
Virginia
$641K +$78 +1 +0%
CCWM
227
Cassaday & Co Wealth Management
Virginia
$639K +$639K +8,204 New
Wealthfront Advisers
228
Wealthfront Advisers
California
$635K -$261K -3,346 -29%
NRI
229
NFP Retirement Inc
California
$631K +$72.1K +926 +13%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$629K -$142K -1,732 -18%
CB
231
Commerce Bank
Missouri
$628K +$306K +3,923 +95%
MCM
232
Manchester Capital Management
Vermont
$607K
SL
233
Sentinus LLC
Illinois
$596K +$596K +7,657 New
GVAG
234
Great Valley Advisor Group
Delaware
$591K +$118K +1,517 +25%
TI
235
tru Independence
Oregon
$580K -$5.92K -76 -1%
LIM
236
Leavell Investment Management
Alabama
$579K -$65.3K -838 -10%
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$569K +$78 +1 +0%
SI
238
Stephens Inc
Arkansas
$566K -$22.1K -284 -4%
IPW
239
Invictus Private Wealth
Colorado
$565K -$21.3K -273 -4%
VA
240
Valmark Advisers
Ohio
$561K +$35.1K +451 +7%
CPWMP
241
Cardinal Point Wealth Management Partners
California
$556K +$556K +7,140 New
CPCM
242
Cardinal Point Capital Management
Ontario, Canada
$556K +$556K +7,140 New
WWC
243
Waypoint Wealth Counsel
Georgia
$553K +$156 +2 +0%
Bank of New York Mellon
244
Bank of New York Mellon
New York
$551K -$209K -2,684 -27%
AWS
245
AJ Wealth Strategies
New York
$551K
Lido Advisors
246
Lido Advisors
California
$550K +$138K +1,776 +34%
MCM
247
MAI Capital Management
Ohio
$549K -$25.3K -325 -4%
PIA
248
Petredis Investment Advisors
Pennsylvania
$546K +$195K +2,500 +55%
GC
249
Gilbert & Cook
Iowa
$536K -$46.8K -601 -8%
WIM
250
Westside Investment Management
California
$534K