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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
MFC
301
Morris Financial Concepts
South Carolina
$765K
DC
302
Davenport & Co
Virginia
$759K
MC
303
Matisse Capital
Oregon
$747K
HIP
304
Harrell Investment Partners
Texas
$745K
TSWM
305
Tyler-Stone Wealth Management
Ohio
$741K
Vanguard Group
306
Vanguard Group
Pennsylvania
$740K
Charles Schwab
307
Charles Schwab
California
$736K
IPW
308
Invictus Private Wealth
Colorado
$735K
BFAG
309
Blackston Financial Advisory Group
Florida
$729K
RPGK
310
Retirement Planning Group (Kansas)
Kansas
$728K
DI
311
DAGCO Inc
Ohio
$727K
SPC
312
Sigma Planning Corp
Michigan
$727K
BWL
313
Bogart Wealth LLC
Virginia
$721K
WPW
314
Waldron Private Wealth
Pennsylvania
$715K
IFS
315
Ifrah Financial Services
Arkansas
$712K
APP
316
Avantax Planning Partners
Iowa
$698K
AWM
317
Axxcess Wealth Management
California
$692K
LIM
318
Leavell Investment Management
Alabama
$683K
WA
319
Wealthstar Advisors
Texas
$681K
LIWM
320
Long Island Wealth Management
New York
$671K
WN
321
Williams & Novak
California
$664K
CFGSD
322
Compass Financial Group (South Dakota)
South Dakota
$659K
ECM
323
Evergreen Capital Management
Washington
$649K
FWM
324
Focused Wealth Management
New York
$645K
EW
325
Evoke Wealth
California
$638K