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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 %
HWM
276
Howard Wealth Management
Connecticut
$590K +$112K +1,120 +23%
RJT
277
Raymond James Trust
Florida
$587K +$114K +1,146 +24%
MC
278
Matisse Capital
Oregon
$586K
CHA
279
Carmichael Hill & Associates
Maryland
$578K +$35.7K +357 +7%
AC
280
Avestar Capital
New York
$573K
JCFM
281
JBR Co Financial Management
Oklahoma
$573K -$11K -110 -2%
LIM
282
Leavell Investment Management
Alabama
$570K +$22.7K +226 +4%
BWL
283
Bogart Wealth LLC
Virginia
$561K +$158K +1,583 +39%
WPW
284
Waldron Private Wealth
Pennsylvania
$557K
Prudential Financial
285
Prudential Financial
New Jersey
$551K -$77.7K -778 -12%
RFN
286
Redwood Financial Network
Ohio
$543K +$78.3K +784 +17%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$542K +$500 +5 +0.1%
SI
288
Stephens Inc
Arkansas
$537K -$46.3K -464 -8%
Koshinski Asset Management
289
Koshinski Asset Management
Illinois
$535K -$58.8K -582 -10%
VCM
290
Vivaldi Capital Management
Illinois
$525K +$15.6K +156 +3%
SCM
291
Spreng Capital Management
Ohio
$521K
PVI
292
Pine Valley Investments
New Jersey
$521K -$149K -1,490 -22%
CPSC
293
Carl P. Sherr & Co
Massachusetts
$518K +$8.99K +90 +2%
ZRP
294
Zynergy Retirement Planning
New Jersey
$518K +$518K +5,187 New
EWA
295
EP Wealth Advisors
California
$518K +$32.3K +323 +7%
ECM
296
Evergreen Capital Management
Washington
$517K
VVP
297
Venture Visionary Partners
Ohio
$507K -$36.9K -369 -7%
MA
298
MAS Advisors
Florida
$506K
MAM
299
Mainsail Asset Management
Alabama
$503K
MIG
300
McGuire Investment Group
Rhode Island
$503K +$4.2K +42 +0.8%