VFH icon

Vanguard Financials ETF

696 hedge funds and large institutions have $6.65B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 694696 (+2)

3% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 231

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$496K
Net Calls
Net Calls Change

Top Sellers

1 -$40.1M
2 -$38.5M
3 -$29.3M
4
Morgan Stanley
Morgan Stanley
New York
-$28.4M
5
SFM
Soros Fund Management
New York
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$1.05M
Bessemer Group
252
Bessemer Group
New Jersey
$1.05M
Renaissance Technologies
253
Renaissance Technologies
New York
$1.04M
CWM
254
Cornerstone Wealth Management
Missouri
$1.04M
US Bancorp
255
US Bancorp
Minnesota
$1.03M
HFRG
256
Houlihan Financial Resource Group
Virginia
$1.02M
EWA
257
EP Wealth Advisors
California
$1.01M
DWT
258
Dorsey & Whitney Trust
South Dakota
$993K
VA
259
Valmark Advisers
Ohio
$990K
YWM
260
Yukon Wealth Management
Kansas
$980K
CF
261
Claris Financial
Virginia
$980K
TIAA Trust, National Association
262
TIAA Trust, National Association
North Carolina
$966K
Tudor Investment Corp
263
Tudor Investment Corp
Connecticut
$957K
CA
264
Clearstead Advisors
Ohio
$955K
CB
265
Community Bank
New York
$953K
FPB
266
First PREMIER Bank
South Dakota
$952K
WIM
267
Westside Investment Management
California
$946K
CCA
268
Checchi Capital Advisers
California
$931K
AG
269
Ascent Group
Virginia
$930K
BBA
270
BLB&B Advisors
Pennsylvania
$928K
WA
271
WP Advisors
California
$912K
CFA
272
Cahill Financial Advisors
Minnesota
$907K
MHIC
273
Marble Harbor Investment Counsel
Massachusetts
$872K
BEAM
274
Baker Ellis Asset Management
Washington
$867K
WLIM
275
White Lighthouse Investment Management
Massachusetts
$865K