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Vanguard Financials ETF

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Shares
Change %
BCG
401
Breakwater Capital Group
New Jersey
$267K
CWM
402
Calamos Wealth Management
Illinois
$266K
ICP
403
Interchange Capital Partners
Pennsylvania
$266K +$266K +2,665 New
CS
404
Capital Square
Tennessee
$264K +$14.9K +141 +6%
SOS
405
Silver Oak Securities
Tennessee
$260K +$599 +6 +0.2%
HWM
406
HB Wealth Management
Georgia
$259K
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$258K +$68.1K +683 +36%
CIA
408
Capital Investment Advisors
Georgia
$258K -$7.39K -74 -3%
QCM
409
Quantinno Capital Management
New York
$257K +$257K +2,572 New
FNBT
410
FineMark National Bank & Trust
Florida
$255K +$255K +2,557 New
FA
411
Fountainhead AM
New Jersey
$254K +$35.3K +353 +16%
RCAG
412
Rehmann Capital Advisory Group
Michigan
$252K
CDH
413
Charles D. Hyman
$247K
PP
414
PDS Planning
Ohio
$246K +$246K +2,461 New
IAIM
415
International Assets Investment Management
Florida
$245K -$1.1K -11 -0.4%
SEP
416
Southland Equity Partners
Missouri
$243K
MG
417
Mather Group
Illinois
$242K +$2.56K +25 +1%
JPLA
418
Joseph P. Lucia & Associates
New York
$240K
TCM
419
Triumph Capital Management
Colorado
$240K +$240K +2,393 New
VFA
420
Valeo Financial Advisors
Indiana
$239K +$22.5K +225 +10%
BAM
421
BOS Asset Management
Illinois
$238K -$29.3K -293 -11%
AIM
422
Acropolis Investment Management
Missouri
$237K
BAM
423
Belpointe Asset Management
Nevada
$237K -$5.2K -52 -2%
PCMC
424
Private Capital Management (Colorado)
Colorado
$236K
JJBC
425
James J. Burns & Company
New York
$235K +$235K +2,349 New