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Vanguard Financials ETF
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Overview Fund Activity

693 hedge funds and large institutions have $6.76B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 230 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
9.29%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.3%
New
70
Increased
222
Reduced
230
Closed
56
Calls
$10.2M
Puts
$496K
Net Calls
+$9.75M
Net Calls Change
+$4.57M

Top Buyers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$224M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$129M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$44M
4
PCH
4
PGIM Custom Harvest
New Jersey
$175M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$92.1M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$15K
3
A
3
Allianz
Germany
$5.86K
4
Morgan Stanley
4
Morgan Stanley
New York
$433M
5
SFM
5
Soros Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
301
Davenport & Co
Virginia
$759K +$470K +3,689 +162%
MC
302
Matisse Capital
Oregon
$747K – – –
HIP
303
Harrell Investment Partners
Texas
$745K +$745K +5,855 New
TSWM
304
Tyler-Stone Wealth Management
Ohio
$741K +$2.29K +18 +0.3%
Vanguard Group
305
Vanguard Group
Pennsylvania
$740K +$26.5K +208 +4%
Charles Schwab
306
Charles Schwab
California
$736K -$125K -984 -15%
IPW
307
Invictus Private Wealth
Colorado
$735K – – –
BFAG
308
Blackston Financial Advisory Group
Florida
$729K -$19.6K -154 -3%
RPGK
309
Retirement Planning Group (Kansas)
Kansas
$728K -$50.5K -397 -6%
DI
310
DAGCO Inc
Ohio
$727K -$30.2K -237 -4%
SPC
311
Sigma Planning Corp
Michigan
$727K -$109K -854 -13%
BWL
312
Bogart Wealth LLC
Virginia
$721K – – –
WPW
313
Waldron Private Wealth
Pennsylvania
$715K +$2.67K +21 +0.4%
IFS
314
Ifrah Financial Services
Arkansas
$712K -$8.15K -64 -1%
APP
315
Avantax Planning Partners
Iowa
$698K +$97.3K +764 +16%
AWM
316
Axxcess Wealth Management
California
$692K -$141K -1,111 -17%
LIM
317
Leavell Investment Management
Alabama
$683K -$3.18K -25 -0.5%
WA
318
Wealthstar Advisors
Texas
$681K +$1.02K +8 +0.1%
LIWM
319
Long Island Wealth Management
New York
$671K +$1.02K +8 +0.2%
WN
320
Williams & Novak
California
$664K – – –
CFGSD
321
Compass Financial Group (South Dakota)
South Dakota
$659K -$6.24K -49 -0.9%
ECM
322
Evergreen Capital Management
Washington
$649K +$636 +5 +0.1%
FWM
323
Focused Wealth Management
New York
$645K +$220K +1,728 +52%
EW
324
Evoke Wealth
California
$638K – – –
SI
325
Stephens Inc
Arkansas
$637K +$255 +2 +0%
11 12
13
14 15