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Vanguard Financials ETF

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Shares
Change %
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$1.05M +$205K +1,868 +24%
PWP
227
Principle Wealth Partners
Connecticut
$1.03M
B
228
Bailard
California
$1.02M -$48.8K -444 -5%
NW
229
NewEdge Wealth
Pennsylvania
$1.01M +$1.01M +9,203 New
CB
230
Community Bank
New York
$997K -$105K -951 -9%
GVAG
231
Great Valley Advisor Group
Delaware
$993K +$111K +1,005 +13%
ECA
232
Elevation Capital Advisory
Oregon
$980K -$40.3K -367 -4%
TIAA Trust, National Association
233
TIAA Trust, National Association
North Carolina
$968K -$42.2K -384 -4%
MCM
234
MAI Capital Management
Ohio
$959K +$16.7K +152 +2%
Bessemer Group
235
Bessemer Group
New Jersey
$959K
FTS
236
Fifth Third Securities
Ohio
$945K -$16.4K -149 -2%
GFP
237
Gryphon Financial Partners
Ohio
$940K
Baird Financial Group
238
Baird Financial Group
Wisconsin
$884K -$2.17M -19,708 -71%
BIA
239
Bigelow Investment Advisors
Maine
$884K +$228K +2,076 +35%
HFRG
240
Houlihan Financial Resource Group
Virginia
$883K -$21.9K -199 -2%
DWT
241
Dorsey & Whitney Trust
South Dakota
$879K -$220K -2,000 -20%
AG
242
Ascent Group
Virginia
$854K -$46.4K -422 -5%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$853K -$401K -3,663 -32%
ADL
244
Asset Dedication LLC
California
$846K -$524K -4,766 -38%
CWM
245
Cornerstone Wealth Management
Missouri
$842K +$33.1K +301 +4%
CCA
246
Checchi Capital Advisers
California
$835K
BBA
247
BLB&B Advisors
Pennsylvania
$832K -$6.81K -62 -0.8%
EPM
248
Elm Partners Management
Pennsylvania
$829K +$175K +1,591 +27%
WIM
249
Westside Investment Management
California
$823K +$1.76K +16 +0.2%
VA
250
Valmark Advisers
Ohio
$818K +$16.8K +153 +2%