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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 %
YWM
276
Yukon Wealth Management
Kansas
$866K +$866K +7,251 New
SI
277
Saxon Interests
Texas
$859K +$50.9K +426 +6%
KPWS
278
Kestra Private Wealth Services
Texas
$858K -$34.8K -291 -4%
EPM
279
Elm Partners Management
Pennsylvania
$855K -$25.6K -214 -3%
WA
280
WP Advisors
California
$853K +$3.58K +30 +0.4%
DWT
281
Dorsey & Whitney Trust
South Dakota
$836K -$119K -1,000 -13%
HWM
282
HB Wealth Management
Georgia
$830K +$274K +2,290 +49%
Financial Engines Advisors
283
Financial Engines Advisors
California
$822K +$36.3K +304 +5%
FFA
284
Farther Finance Advisors
California
$821K +$596K +4,994 +265%
HF
285
HRT Financial
New York
$821K +$821K +6,873 New
MHIC
286
Marble Harbor Investment Counsel
Massachusetts
$818K
BEAM
287
Baker Ellis Asset Management
Washington
$814K
Charles Schwab
288
Charles Schwab
California
$808K -$138K -1,159 -15%
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$805K
CFG
290
Citizens Financial Group
Rhode Island
$804K +$2.99K +25 +0.4%
HWM
291
Howard Wealth Management
Connecticut
$804K +$19.1K +160 +2%
SPC
292
Sigma Planning Corp
Michigan
$784K +$83.6K +700 +12%
NRI
293
NFP Retirement Inc
California
$783K +$119 +1 +0%
AWM
294
Axxcess Wealth Management
California
$782K +$558K +4,672 +249%
BWM
295
Birchcreek Wealth Management
Ohio
$780K -$2.15K -18 -0.3%
PPWP
296
Premier Path Wealth Partners
New Jersey
$774K -$14.8K -124 -2%
VIA
297
Vickerman Investment Advisors
Washington
$769K +$411K +3,444 +115%
TRCT
298
Tower Research Capital (TRC)
New York
$767K +$744K +6,225 +3,242%
PIA
299
Pinion Investment Advisors
Kansas
$766K -$6.21K -52 -0.8%
BOPW
300
Brandywine Oak Private Wealth
Pennsylvania
$757K