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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15K
3
A
Allianz
Germany
$5.86K
4
Morgan Stanley
Morgan Stanley
New York
$433M
5
SFM
Soros Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
326
Lewis Asset Management
California
$631K +$23.2K +182 +4%
ZRP
327
Zynergy Retirement Planning
New Jersey
$630K -$17.8K -140 -3%
JCFM
328
JBR Co Financial Management
Oklahoma
$629K – – –
MAM
329
Mystic Asset Management
Rhode Island
$620K -$3.18K -25 -0.5%
VVP
330
Venture Visionary Partners
Ohio
$614K -$21.9K -172 -3%
MAM
331
Mainsail Asset Management
Alabama
$613K – – –
Koshinski Asset Management
332
Koshinski Asset Management
Illinois
$610K -$7.26K -57 -1%
CPSC
333
Carl P. Sherr & Co
Massachusetts
$608K -$52.4K -412 -8%
BCMLT
334
Beacon Capital Management LLC (Tennessee)
Tennessee
$607K -$185K -1,456 -23%
AM
335
AGF Management
Ontario, Canada
$603K – – –
TF
336
Tudor Financial
Ohio
$603K -$127K -994 -17%
UCFA
337
United Capital Financial Advisors
Texas
$602K +$127 +1 +0%
FFA
338
Founders Financial Alliance
North Carolina
$600K +$1.91K +15 +0.3%
OC
339
Optima Capital
Oregon
$589K -$423K -3,322 -42%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$589K -$9.67K -76 -2%
MFG
341
Mosaic Financial Group
Illinois
$587K +$509 +4 +0.1%
DWP
342
Daymark Wealth Partners
Ohio
$586K -$28.3K -222 -5%
HA
343
Hanover Advisors
South Carolina
$581K -$21.9K -172 -4%
NEWAS
344
N.E.W. Advisory Services
Wisconsin
$578K +$6.11K +48 +1%
SS
345
SBI Securities
Japan
$575K -$16.4K -129 -3%
PIA
346
Petredis Investment Advisors
Pennsylvania
$575K – – –
WAS
347
Winch Advisory Services
Wisconsin
$573K +$2.16K +17 +0.4%
HWM
348
HB Wealth Management
Georgia
$571K -$313K -2,456 -35%
IA
349
IFG Advisory
Georgia
$571K +$127 +1 +0%
KWA
350
Kingswood Wealth Advisors
California
$564K -$3.06K -24 -0.5%
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