VFH icon

Vanguard Financials ETF

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
426
Franklin Resources
California
$93K
SIC
427
Salem Investment Counselors
North Carolina
$89K +$79.7K +860 +860%
FMII
428
Farmers & Merchants Investments Inc
Nebraska
$87K
BWM
429
BerganKDV Wealth Management
Minnesota
$86K -$22.1K -240 -20%
SFPG
430
Stonebridge Financial Planning Group
Florida
$84K +$25.3K +250 +43%
LWANC
431
Laurel Wealth Advisors (North Carolina)
North Carolina
$83K +$27.8K +300 +50%
AWM
432
Avior Wealth Management
Nebraska
$82K
PMFA
433
Plante Moran Financial Advisors
Michigan
$80K
WB
434
Webster Bank
Connecticut
$79K
AF
435
Advisornet Financial
Minnesota
$77K -$3.13K -34 -4%
JCM
436
Jacobi Capital Management
Pennsylvania
$76K +$14.8K +160 +24%
HR
437
Howe & Rusling
New York
$74K
APWA
438
Atlas Private Wealth Advisors
New Jersey
$72K
WFO
439
Wealthgate Family Office
Colorado
$71K +$71K +757 New
RE
440
RBC Europe
United Kingdom
$65.4K
SFC
441
SYM Financial Corp
Indiana
$65K
AWA
442
Arkadios Wealth Advisors
Georgia
$60K
HIA
443
Harbor Investment Advisory
Maryland
$56K
LC
444
Lindbrook Capital
California
$56K
RIM
445
Rockbridge Investment Management
New York
$56K
AWM
446
AllSquare Wealth Management
New York
$55K
PK
447
Pflug Koory
Nebraska
$54K
SIS
448
Sound Income Strategies
Florida
$48K +$48K +515 New
AWM
449
Atticus Wealth Management
Florida
$47K -$11.3K -123 -19%
MAM
450
Meeder Asset Management
Ohio
$47K