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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 %
IA
451
IFP Advisors
Florida
$175K +$13.4K +134 +8%
JWA
452
JFS Wealth Advisors
Pennsylvania
$161K +$12.5K +125 +8%
AF
453
Allworth Financial
California
$160K +$25K +239 +19%
WTC
454
WhitTier Trust Company
Nevada
$158K
JHCP
455
Jackson Hole Capital Partners
Oklahoma
$153K -$150K -1,500 -50%
GFPC
456
Global Financial Private Client
Florida
$150K
CAS
457
Coppell Advisory Solutions
Texas
$146K +$146K +1,460 New
FHA
458
First Horizon Advisors
Tennessee
$145K
AssetMark Inc
459
AssetMark Inc
California
$143K +$14.7K +147 +11%
WT
460
Whittier Trust
California
$138K
FCA
461
FinTrust Capital Advisors
South Carolina
$137K
MSS
462
Mitchell Sinkler & Starr
Pennsylvania
$137K +$137K +1,296 New
CIA
463
Cape Investment Advisory
Georgia
$133K -$1.6K -16 -1%
PIM
464
Progressive Investment Management
Oregon
$130K
ATPW
465
Ashton Thomas Private Wealth
Arizona
$130K +$130K +1,297 New
Kayne Anderson Rudnick Investment Management
466
Kayne Anderson Rudnick Investment Management
California
$129K -$30.3K -303 -19%
SC
467
SouthState Corp
Florida
$128K +$19.6K +196 +18%
GJIA
468
Glass Jacobson Investment Advisors
Maryland
$123K +$9.99K +100 +9%
VCM
469
Viewpoint Capital Management
Washington
$122K
GRP
470
Global Retirement Partners
California
$121K -$73.8K -739 -38%
RAM
471
Ramirez Asset Management
New York
$121K
JEST
472
JTC Employer Solutions Trustee
Jersey
$115K
AAG
473
Armstrong Advisory Group
Massachusetts
$114K
FRA
474
Front Row Advisors
California
$113K
CTWM
475
Cherry Tree Wealth Management
Minnesota
$110K