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Vanguard Financials ETF

694 hedge funds and large institutions have $6.29B invested in Vanguard Financials ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 265 increasing their positions, 201 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-6
Holders Change %
-0.86%
% of All Funds
9.43%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.38%
New
58
Increased
265
Reduced
201
Closed
49
Calls
$10.4M
Puts
$5.18M
Net Calls
+$5.18M
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
251
Bessemer Group
New Jersey
$1.02M -$23.1K -193 -2%
P
252
&Partners
Tennessee
$1.01M -$2.13K -18 -0.2%
WWM
253
Western Wealth Management
Colorado
$998K -$24.7K -207 -2%
TIAA Trust, National Association
254
TIAA Trust, National Association
North Carolina
$990K +$47.3K +396 +5%
VA
255
Valmark Advisers
Ohio
$983K -$239 -2 -0%
VCM
256
Vivaldi Capital Management
Illinois
$964K +$110K +917 +13%
HFRG
257
Houlihan Financial Resource Group
Virginia
$960K +$119 +1 +0%
BCM
258
Brookstone Capital Management
Illinois
$956K -$79.7K -667 -8%
OC
259
Optima Capital
Oregon
$950K -$54.7K -458 -5%
CB
260
Community Bank
New York
$949K -$4.78K -40 -0.5%
WIA
261
World Investment Advisors
California
$944K +$580K +4,856 +159%
CWM
262
Cornerstone Wealth Management
Missouri
$944K +$7.29K +61 +0.8%
FEM
263
Fulcrum Equity Management
Texas
$943K +$943K +7,893 New
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$934K +$88.8K +743 +10%
1CP
265
17 Capital Partners
Arizona
$934K +$198K +1,659 +27%
CF
266
Claris Financial
Virginia
$926K
CCA
267
Checchi Capital Advisers
California
$924K +$16.1K +135 +2%
NWM
268
Nova Wealth Management
Florida
$920K +$226K +1,892 +33%
TCOV
269
Trust Company of Vermont
Vermont
$902K +$109K +910 +14%
PAS
270
Park Avenue Securities
New York
$896K +$96.9K +811 +12%
CA
271
Clearstead Advisors
Ohio
$896K +$24K +201 +3%
FPB
272
First PREMIER Bank
South Dakota
$893K +$54.8K +459 +7%
EWA
273
EP Wealth Advisors
California
$885K -$14.2K -119 -2%
WIM
274
Westside Investment Management
California
$881K -$13.9K -116 -2%
AG
275
Ascent Group
Virginia
$872K -$25.9K -217 -3%