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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 %
FCM
351
Family Capital Management
Michigan
$561K – – –
IC
352
IEQ Capital
California
$559K +$127 +1 +0%
MCM
353
Mainstream Capital Management
California
$554K – – –
CMAI
354
Capital Management Associates Inc
Minnesota
$553K +$553K +4,342 New
HCC
355
Hirtle Callaghan & Co
Pennsylvania
$551K – – –
SB
356
Simmons Bank
Arkansas
$550K – – –
IWA
357
IBEX Wealth Advisors
New Jersey
$547K +$547K +4,300 New
GPW
358
Gentry Private Wealth
Kansas
$542K +$3.69K +29 +0.7%
CAG
359
Crestwood Advisors Group
Massachusetts
$541K -$12.5K -98 -2%
WPC
360
Waters Parkerson & Co
Louisiana
$541K -$25.5K -200 -4%
OIA
361
OneDigital Investment Advisors
Kansas
$540K +$12.7K +100 +2%
SFA
362
Sequoia Financial Advisors
Ohio
$538K +$13K +102 +2%
HH
363
Hilltop Holdings
Texas
$537K -$86.6K -680 -14%
Kovitz Investment Group Partners
364
Kovitz Investment Group Partners
Illinois
$534K +$92.7K +728 +21%
SG
365
StoneX Group
New York
$533K +$533K +4,186 New
SWP
366
Stratos Wealth Partners
Ohio
$529K -$37.9K -298 -7%
BRWA
367
B. Riley Wealth Advisors
Florida
$526K +$526K +4,128 New
GL
368
Graypoint LLC
New York
$516K – – –
QCM
369
QRG Capital Management
Illinois
$511K -$38.1K -299 -7%
SL
370
Salomon & Ludwin
Virginia
$510K -$11.7K -91 -2%
FPAS
371
Focus Partners Advisor Solutions
Missouri
$509K +$80K +628 +19%
KP
372
Keel Point
Alabama
$509K +$255K +2,003 +101%
Empower Advisory Group
373
Empower Advisory Group
Colorado
$505K +$79.9K +628 +19%
PA
374
PFG Advisors
Arizona
$504K +$11.2K +88 +2%
FA
375
Fiduciary Alliance
South Carolina
$494K +$494K +3,880 New
13 14
15
16 17