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Vanguard Financials ETF

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
501
Gables Capital Management
Florida
$84.8K
FMTCOCP
502
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$84K
DCM
503
Davis Capital Management
Florida
$80.1K -$30.8K -303 -28%
HGERS
504
Householder Group Estate & Retirement Specialist
Arizona
$79.9K
PCFFS
505
Pacific Center for Financial Services
California
$77.6K
GWM
506
Geneos Wealth Management
Colorado
$75.8K +$9.83K +96 +15%
DJSG
507
D.J. St. Germain
Massachusetts
$74.2K -$1.02K -10 -1%
LC
508
Lindbrook Capital
California
$73.8K
MFA
509
McClarren Financial Advisors
Pennsylvania
$73K +$310 +3 +0.4%
SFC
510
SYM Financial Corp
Indiana
$72K
First Manhattan
511
First Manhattan
New York
$68.9K
CFD
512
Creative Financial Designs
Indiana
$65.9K -$112K -1,098 -63%
AEPWM
513
Atlantic Edge Private Wealth Management
Florida
$64K -$28.7K -280 -31%
PTC
514
Private Trust Company
Ohio
$63.7K -$18.4K -180 -22%
TCM
515
TruNorth Capital Management
Michigan
$63.4K +$63.4K +619 New
HIA
516
Harbor Investment Advisory
Maryland
$62.3K
Lazard Asset Management
517
Lazard Asset Management
New York
$61K +$61K +598 New
AWM
518
AllSquare Wealth Management
New York
$60.7K
PK
519
Pflug Koory
Nebraska
$59.9K
CFO
520
CVA Family Office
Colorado
$57.3K
HDIM
521
Hanson & Doremus Investment Management
Vermont
$54K
Qube Research & Technologies (QRT)
522
Qube Research & Technologies (QRT)
United Kingdom
$53.2K -$154K -1,500 -74%
OA
523
Operose Advisors
Wisconsin
$50.2K
BBPWM
524
Blue Bell Private Wealth Management
Pennsylvania
$49.5K -$126K -1,235 -72%
PMFA
525
Plante Moran Financial Advisors
Michigan
$48.7K