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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
KWA
351
Kingswood Wealth Advisors
California
$564K
FCM
352
Family Capital Management
Michigan
$561K
IC
353
IEQ Capital
California
$559K
MCM
354
Mainstream Capital Management
California
$554K
CMAI
355
Capital Management Associates Inc
Minnesota
$553K
HCC
356
Hirtle Callaghan & Co
Pennsylvania
$551K
SB
357
Simmons Bank
Arkansas
$550K
IWA
358
IBEX Wealth Advisors
New Jersey
$547K
GPW
359
Gentry Private Wealth
Kansas
$542K
CAG
360
Crestwood Advisors Group
Massachusetts
$541K
WPC
361
Waters Parkerson & Co
Louisiana
$541K
OIA
362
OneDigital Investment Advisors
Kansas
$540K
SFA
363
Sequoia Financial Advisors
Ohio
$538K
HH
364
Hilltop Holdings
Texas
$537K
Kovitz Investment Group Partners
365
Kovitz Investment Group Partners
Illinois
$534K
SG
366
StoneX Group
New York
$533K
SWP
367
Stratos Wealth Partners
Ohio
$529K
BRWA
368
B. Riley Wealth Advisors
Florida
$526K
GL
369
Graypoint LLC
New York
$516K
QCM
370
QRG Capital Management
Illinois
$511K
SL
371
Salomon & Ludwin
Virginia
$510K
FPAS
372
Focus Partners Advisor Solutions
Missouri
$509K
KP
373
Keel Point
Alabama
$509K
Empower Advisory Group
374
Empower Advisory Group
Colorado
$505K
PA
375
PFG Advisors
Arizona
$504K