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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 %
CW
426
Channel Wealth
California
$235K
KeyBank National Association
427
KeyBank National Association
Ohio
$233K +$233K +2,328 New
FNT
428
First National Trust
Pennsylvania
$227K
CB
429
Chris Bulman
California
$225K +$225K +2,254 New
CM
430
Capital Management
Virginia
$223K
CFS
431
Coordinated Financial Services
Colorado
$218K -$28.9K -289 -12%
CFP
432
Cypress Financial Planning
New Jersey
$214K -$20K -200 -9%
HSA
433
HBK Sorce Advisory
Pennsylvania
$213K
ZF
434
Zhang Financial
Michigan
$211K +$211K +2,114 New
HCM
435
Hollencrest Capital Management
California
$211K
PAG
436
Private Advisory Group
Washington
$210K
MC
437
Moors & Cabot
Massachusetts
$210K +$210K +2,105 New
AMBIA
438
Allen Mooney & Barnes Investment Advisors
Georgia
$210K -$100 -1 -0%
AF
439
Apollon Financial
South Carolina
$209K
SC
440
Savant Capital
Illinois
$209K +$8.39K +84 +4%
OBWG
441
Onyx Bridge Wealth Group
New York
$207K
VFG
442
Valley Financial Group
Pennsylvania
$206K -$3.8K -38 -2%
PI
443
PFG Investments
New York
$204K -$257K -2,569 -56%
DWP
444
Daymark Wealth Partners
Ohio
$203K +$203K +2,030 New
WBCM
445
Wilson & Boucher Capital Management
California
$202K -$9.99K -100 -5%
LA
446
Legacy Advisors
Pennsylvania
$201K +$201K +2,005 New
PCS
447
Private Client Services
Kentucky
$200K +$200K +2,007 New
SAM
448
Summit Asset Management
Tennessee
$200K
FFA
449
Farther Finance Advisors
California
$181K +$18K +180 +11%
TSMHT
450
Thurston Springer Miller Herd & Titak
Indiana
$180K +$180K +1,801 New