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Vanguard Financials ETF

700 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+75
Holders Change %
+12%
% of All Funds
9.32%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$1.28M +$164K +1,387 +15%
WCP
227
Wealthcare Capital Partners
Pennsylvania
$1.26M +$1.26M +10,701 New
SFA
228
Semmax Financial Advisors
North Carolina
$1.26M +$1.26M +9,978 New
Bank of Montreal
229
Bank of Montreal
Ontario, Canada
$1.26M +$336K +2,849 +37%
Tudor Investment Corp
230
Tudor Investment Corp
Connecticut
$1.25M -$4.44M -37,642 -78%
HNB
231
Huntington National Bank
Ohio
$1.25M -$1.19M
SWA
232
Stratos Wealth Advisors
Ohio
$1.24M -$4.61K -39 -0.4%
CPRC
233
Consolidated Portfolio Review Corp
New York
$1.21M +$12.3K +104 +1%
CW
234
CreativeOne Wealth
Kansas
$1.18M +$11K +93 +0.9%
WA
235
Wealth Alliance
New York
$1.18M -$2.24K -19 -0.2%
William Blair & Company
236
William Blair & Company
Illinois
$1.18M -$29.5K -250 -2%
IAG
237
Ipsen Advisor Group
Arkansas
$1.18M +$1.18M +9,966 New
MWM
238
Mission Wealth Management
California
$1.17M +$2.6K +22 +0.2%
GVAG
239
Great Valley Advisor Group
Delaware
$1.14M +$73K +618 +7%
GS
240
GWN Securities
Florida
$1.14M +$1.14M +9,164 New
BBA
241
BLB&B Advisors
Pennsylvania
$1.13M +$238K +2,019 +27%
WMA
242
Wealth Management Associates
New Jersey
$1.12M -$6.49K -55 -0.6%
KPWM
243
KDK Private Wealth Management
Texas
$1.12M +$1.12M +9,447 New
BCI
244
Brinker Capital Investments
Pennsylvania
$1.1M -$110K -931 -9%
OPS
245
Orion Portfolio Solutions
Nebraska
$1.1M -$110K -931 -9%
HFS
246
Hopwood Financial Services
Virginia
$1.1M +$1.1M +9,311 New
OIA
247
OneDigital Investment Advisors
Kansas
$1.09M +$213K +1,801 +24%
PWP
248
Principle Wealth Partners
Connecticut
$1.09M -$16.5K -140 -1%
B
249
Bailard
California
$1.09M -$8.03K -68 -0.7%
BIA
250
Bigelow Investment Advisors
Maine
$1.09M +$139K +1,179 +15%