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Vanguard Financials ETF

694 hedge funds and large institutions have $6.29B invested in Vanguard Financials ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 265 increasing their positions, 201 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-6
Holders Change %
-0.86%
% of All Funds
9.43%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.38%
New
58
Increased
265
Reduced
201
Closed
49
Calls
$10.4M
Puts
$5.18M
Net Calls
+$5.18M
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$23.6M -$261K -2,190 -1%
B
27
Barings
North Carolina
$21.2M +$21.2M +177,546 New
SFM
28
Soros Fund Management
New York
$20.9M
Lido Advisors
29
Lido Advisors
California
$20.7M +$2.62M +21,897 +14%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$20.7M +$952K +7,970 +5%
TF
31
Theory Financial
Colorado
$20.6M +$4.1M +34,313 +25%
MML Investors Services
32
MML Investors Services
Massachusetts
$20.1M +$1.74M +14,572 +9%
EC
33
Estate Counselors
Wisconsin
$19.5M +$44.2K +370 +0.2%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$18.2M -$398K -3,333 -2%
CMA
35
Cedar Mountain Advisors
Oregon
$17.5M -$43.5K -364 -0.2%
FSC
36
Full Sail Capital
Oklahoma
$17.3M -$239K -2,003 -1%
AAS
37
Avantax Advisory Services
Texas
$17.3M -$377K -3,155 -2%
EDRH
38
Edmond de Rothschild Holding
Switzerland
$16.7M +$1.12M +9,372 +7%
TCOO
39
Trust Company of Oklahoma
Oklahoma
$16.5M -$332K -2,781 -2%
CWM
40
CMH Wealth Management
New Hampshire
$16.2M -$300K -2,511 -2%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$16.1M +$1.32M +11,058 +9%
Truist Financial
42
Truist Financial
North Carolina
$16M +$1.9M +15,881 +13%
AIC
43
Ayalon Insurance Company
Israel
$15.3M +$5.67M +47,419 +59%
Corient Private Wealth
44
Corient Private Wealth
Florida
$14.9M -$1.16M -9,741 -7%
GS
45
GWN Securities
Florida
$14.7M +$13.6M +110,066 +1,201%
HighTower Advisors
46
HighTower Advisors
Illinois
$14.5M -$121K -1,014 -0.8%
WA
47
WBH Advisory
Maryland
$13.9M -$140K -1,172 -1%
SFS
48
Searcy Financial Services
Kansas
$13.1M +$13.1M +109,871 New
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$13M +$475K +3,972 +4%
Mariner
50
Mariner
Kansas
$12.8M -$1.64M -13,733 -11%