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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
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.4M
Puts
$5.18M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
276
Yukon Wealth Management
Kansas
$866K
SI
277
Saxon Interests
Texas
$859K
KPWS
278
Kestra Private Wealth Services
Texas
$858K
EPM
279
Elm Partners Management
Pennsylvania
$855K
WA
280
WP Advisors
California
$853K
DWT
281
Dorsey & Whitney Trust
South Dakota
$836K
HWM
282
HB Wealth Management
Georgia
$830K
Financial Engines Advisors
283
Financial Engines Advisors
California
$822K
FFA
284
Farther Finance Advisors
California
$821K
HF
285
HRT Financial
New York
$821K
MHIC
286
Marble Harbor Investment Counsel
Massachusetts
$818K
BEAM
287
Baker Ellis Asset Management
Washington
$814K
Charles Schwab
288
Charles Schwab
California
$808K
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$805K
CFG
290
Citizens Financial Group
Rhode Island
$804K
HWM
291
Howard Wealth Management
Connecticut
$804K
SPC
292
Sigma Planning Corp
Michigan
$784K
NRI
293
NFP Retirement Inc
California
$783K
AWM
294
Axxcess Wealth Management
California
$782K
BWM
295
Birchcreek Wealth Management
Ohio
$780K
PPWP
296
Premier Path Wealth Partners
New Jersey
$774K
VIA
297
Vickerman Investment Advisors
Washington
$769K
TRCT
298
Tower Research Capital (TRC)
New York
$767K
PIA
299
Pinion Investment Advisors
Kansas
$766K
BOPW
300
Brandywine Oak Private Wealth
Pennsylvania
$757K