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Vanguard Financials ETF

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
326
United Capital Financial Advisors
Texas
$495K -$5.5K -50 -1%
CAG
327
Crestwood Advisors Group
Massachusetts
$489K -$50K -455 -9%
MCM
328
Mainstream Capital Management
California
$489K +$489K +4,445 New
NEWAS
329
N.E.W. Advisory Services
Wisconsin
$487K
WAS
330
Winch Advisory Services
Wisconsin
$486K +$769 +7 +0.2%
FCM
331
Family Capital Management
Michigan
$485K -$2.97K -27 -0.6%
SB
332
Simmons Bank
Arkansas
$480K
HCC
333
Hirtle Callaghan & Co
Pennsylvania
$476K
SFA
334
Sequoia Financial Advisors
Ohio
$474K +$33.5K +305 +8%
CAMG
335
CWA Asset Management Group
Florida
$467K +$467K +4,253 New
CSPIA
336
Cary Street Partners Investment Advisory
Virginia
$467K +$17K +155 +4%
SL
337
Salomon & Ludwin
Virginia
$463K -$266K -2,416 -36%
DS
338
DRW Securities
Illinois
$460K +$460K +4,185 New
FCH
339
Freestone Capital Holdings
Washington
$457K +$457K +4,160 New
WLIM
340
White Lighthouse Investment Management
Massachusetts
$453K -$4.18K -38 -0.9%
FPAS
341
Focus Partners Advisor Solutions
Missouri
$448K +$56.7K +516 +14%
GL
342
Graypoint LLC
New York
$446K
SL
343
Sentinus LLC
Illinois
$446K -$6.16K -56 -1%
WPC
344
Wedmont Private Capital
Pennsylvania
$445K +$219 +2 +0%
AIA
345
Allied Investment Advisors
Montana
$442K -$10.3K -94 -2%
BFG
346
Berger Financial Group
Minnesota
$438K
HPM
347
Hoxton Planning & Management
West Virginia
$435K +$435K +3,962 New
Vanguard Group
348
Vanguard Group
Pennsylvania
$433K
APP
349
Avantax Planning Partners
Iowa
$433K -$23.3K -212 -5%
DI
350
DAGCO Inc
Ohio
$428K