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Vanguard Financials ETF

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Shares
Change %
HFRG
226
Houlihan Financial Resource Group
Virginia
$822K
AG
227
Ascent Group
Virginia
$818K -$15.9K -159 -2%
TI
228
Trexquant Investment
Connecticut
$813K +$464K +4,643 +133%
GVAG
229
Great Valley Advisor Group
Delaware
$802K +$5.49K +55 +0.7%
BCI
230
Brinker Capital Investments
Pennsylvania
$792K +$6.99K +70 +0.9%
OPS
231
Orion Portfolio Solutions
Nebraska
$792K +$6.99K +70 +0.9%
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$788K +$31.2K +312 +4%
BEAM
233
Baker Ellis Asset Management
Washington
$780K
Focus Partners Wealth
234
Focus Partners Wealth
Massachusetts
$763K
BBA
235
BLB&B Advisors
Pennsylvania
$762K
CCA
236
Checchi Capital Advisers
California
$759K -$87.5K -876 -10%
FPB
237
First PREMIER Bank
South Dakota
$758K -$64.2K -643 -8%
BCMLT
238
Beacon Capital Management LLC (Tennessee)
Tennessee
$747K -$134K -1,345 -15%
WIM
239
Westside Investment Management
California
$747K -$1.7K -17 -0.2%
OIA
240
OneDigital Investment Advisors
Kansas
$742K -$160K -1,599 -18%
KPWS
241
Kestra Private Wealth Services
Texas
$737K +$132K +1,319 +22%
GS
242
GTS Securities
New York
$736K -$2.5M -25,066 -77%
CWM
243
Cornerstone Wealth Management
Missouri
$735K +$58.1K +582 +9%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$732K -$12K -120 -2%
VA
245
Valmark Advisers
Ohio
$729K +$19.8K +198 +3%
CA
246
Clearstead Advisors
Ohio
$724K +$10.4K +104 +1%
D.E. Shaw & Co
247
D.E. Shaw & Co
New York
$721K +$721K +7,223 New
NRI
248
NFP Retirement Inc
California
$716K +$7.89K +79 +1%
WA
249
WP Advisors
California
$712K +$16.4K +164 +2%
MFG
250
Mosaic Financial Group
Illinois
$696K