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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
SI
326
Stephens Inc
Arkansas
$637K
LAM
327
Lewis Asset Management
California
$631K
ZRP
328
Zynergy Retirement Planning
New Jersey
$630K
JCFM
329
JBR Co Financial Management
Oklahoma
$629K
MAM
330
Mystic Asset Management
Rhode Island
$620K
VVP
331
Venture Visionary Partners
Ohio
$614K
MAM
332
Mainsail Asset Management
Alabama
$613K
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$610K
CPSC
334
Carl P. Sherr & Co
Massachusetts
$608K
BCMLT
335
Beacon Capital Management LLC (Tennessee)
Tennessee
$607K
AM
336
AGF Management
Ontario, Canada
$603K
TF
337
Tudor Financial
Ohio
$603K
UCFA
338
United Capital Financial Advisors
Texas
$602K
FFA
339
Founders Financial Alliance
North Carolina
$600K
OC
340
Optima Capital
Oregon
$589K
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$589K
MFG
342
Mosaic Financial Group
Illinois
$587K
DWP
343
Daymark Wealth Partners
Ohio
$586K
HA
344
Hanover Advisors
South Carolina
$581K
NEWAS
345
N.E.W. Advisory Services
Wisconsin
$578K
SS
346
SBI Securities
Japan
$575K
PIA
347
Petredis Investment Advisors
Pennsylvania
$575K
WAS
348
Winch Advisory Services
Wisconsin
$573K
HWM
349
HB Wealth Management
Georgia
$571K
IA
350
IFG Advisory
Georgia
$571K