VFH icon

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 %
PAG
476
Private Advisory Group
Washington
$256K +$4.66K +39 +2%
HCM
477
Hollencrest Capital Management
California
$256K +$836 +7 +0.3%
CW
478
Channel Wealth
California
$256K +$2.63K +22 +1%
SPC
479
Spirepoint Private Client
Florida
$254K
ZF
480
Zhang Financial
Michigan
$253K
TFS
481
Thoroughbred Financial Services
Tennessee
$252K +$252K +2,114 New
GWM
482
Geneos Wealth Management
Colorado
$252K +$169K +1,413 +204%
CPA
483
Capital Performance Advisors
California
$249K +$249K +2,088 New
KCM
484
Kathmere Capital Management
Pennsylvania
$246K
IA
485
IFP Advisors
Florida
$245K -$13.9K -116 -5%
MWM
486
Mascagni Wealth Management
Mississippi
$245K
VFG
487
Valley Financial Group
Pennsylvania
$242K -$2.63K -22 -1%
SAM
488
Summit Asset Management
Tennessee
$242K
PCS
489
Private Client Services
Kentucky
$241K -$21K -176 -8%
CD
490
Chapin Davis
Maryland
$240K -$194K -1,627 -45%
LA
491
Legacy Advisors
Pennsylvania
$240K
MC
492
Moors & Cabot
Massachusetts
$239K +$119 +1 +0%
KP
493
Keel Point
Alabama
$238K
CCA
494
Childress Capital Advisors
Texas
$238K +$238K +1,989 New
ORG
495
Optimist Retirement Group
Washington
$237K -$1.31K -11 -0.6%
SFPG
496
Stonebridge Financial Planning Group
Florida
$237K +$237K +1,984 New
FCI
497
Financial Counselors Inc
Kansas
$236K -$17.2K -144 -7%
BAM
498
BOS Asset Management
Illinois
$236K -$49.7K -416 -17%
EI
499
Ellevest Inc
New York
$235K
BCM
500
Boltwood Capital Management
California
$235K +$3.23K +27 +1%