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Vanguard Financials ETF

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Shares
Change %
WBCM
451
Wilson & Boucher Capital Management
California
$223K
LA
452
Legacy Advisors
Pennsylvania
$221K
SAM
453
Summit Asset Management
Tennessee
$221K +$989 +9 +0.4%
IFS
454
Ifrah Financial Services
Arkansas
$221K +$221K +2,008 New
PCMC
455
Private Capital Management (Colorado)
Colorado
$221K -$39.2K -357 -15%
KP
456
Keel Point
Alabama
$220K +$220K +1,998 New
CFP
457
Cypress Financial Planning
New Jersey
$219K -$16.7K -152 -7%
MG
458
Mather Group
Illinois
$219K -$41.2K -375 -16%
ORG
459
Optimist Retirement Group
Washington
$218K +$218K +1,987 New
FHC
460
First Heartland Consultants
Missouri
$217K +$217K +1,976 New
EI
461
Ellevest Inc
New York
$216K +$216K +1,968 New
SL
462
SWMG LLC
Texas
$216K +$216K +1,770 New
RCAG
463
Rehmann Capital Advisory Group
Michigan
$215K -$62.4K -568 -23%
SFA
464
Spectrum Financial Alliance
Kentucky
$214K +$214K +1,949 New
BCM
465
Boltwood Capital Management
California
$213K +$213K +1,942 New
IA
466
IFP Advisors
Florida
$213K +$21.1K +192 +11%
AWM
467
Avior Wealth Management
Nebraska
$212K +$139K +1,266 +191%
GRP
468
Global Retirement Partners
California
$208K +$75.1K +683 +56%
GLLW
469
Graves Light Lenhart Wealth
Virginia
$208K +$208K +1,896 New
FCMA
470
Foresight Capital Management Advisors
Michigan
$207K +$207K +1,882 New
TCM
471
Triumph Capital Management
Colorado
$206K -$58K -525 -22%
PCIG
472
Partners Capital Investment Group
Massachusetts
$206K +$206K +1,877 New
WG
473
Welch Group
Alabama
$204K +$204K +1,858 New
PIA
474
Perennial Investment Advisors
California
$203K -$126K -1,149 -38%
SWM
475
Spire Wealth Management
Virginia
$202K +$94.2K +857 +87%