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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 %
Fisher Asset Management
426
Fisher Asset Management
Washington
$362K -$22.7K -178 -6%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$361K -$94.5K -741 -21%
IIA
428
Integral Investment Advisors
California
$361K – – –
MFGM
429
Marshall Financial Group (Maryland)
Maryland
$360K +$899 +7 +0.3%
FBC
430
Fairfield, Bush & Co
Connecticut
$359K -$12K -94 -3%
MSF
431
Mustard Seed Financial
Arkansas
$356K – – –
JJBC
432
James J. Burns & Company
New York
$352K +$53.1K +417 +18%
SW
433
Solidarity Wealth
Utah
$351K – – –
National Bank of Canada
434
National Bank of Canada
Quebec, Canada
$350K – – –
BFG
435
Bouchey Financial Group
New York
$346K – – –
RPCONE
436
Retirement Planning Company of New England
Rhode Island
$345K -$382 -3 -0.1%
SOS
437
Silver Oak Securities
Tennessee
$344K -$10.7K -84 -3%
MCWS
438
McKinley Carter Wealth Services
West Virginia
$344K -$1.78K -14 -0.5%
BCG
439
Breakwater Capital Group
New Jersey
$344K – – –
CWM
440
Collaborative Wealth Management
Florida
$341K -$39.7K -312 -10%
HPM
441
Hoxton Planning & Management
West Virginia
$333K -$24.1K -189 -7%
ICP
442
Interchange Capital Partners
Pennsylvania
$330K -$15.7K -123 -5%
MOS
443
MGO One Seven
Ohio
$330K +$330K +2,591 New
NW
444
NewEdge Wealth
Pennsylvania
$328K -$28.6K -228 -8%
First Trust Advisors
445
First Trust Advisors
Illinois
$327K -$16.8K -132 -5%
WS
446
Wedbush Securities
California
$322K +$11.5K +90 +4%
CS
447
Capital Square
Tennessee
$318K +$10.7K +84 +3%
AWM
448
Apollon Wealth Management
South Carolina
$314K +$314K +2,466 New
FNBT
449
FineMark National Bank & Trust
Florida
$314K – – –
CFS
450
Coordinated Financial Services
Colorado
$307K +$23.2K +182 +8%
16 17
18
19 20