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Vanguard Financials ETF
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Overview Fund Activity

694 hedge funds and large institutions have $6.76B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 223 increasing their positions, 230 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
–
Holders Change %
0%
% of All Funds
9.3%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
70
Increased
223
Reduced
230
Closed
55
Calls
$10.2M
Puts
$496K
Net Calls
+$9.75M
Net Calls Change
+$4.57M

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$117M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$85.7M
3
Two Sigma Investments
Two Sigma Investments
New York
+$44M
4
PCH
PGIM Custom Harvest
New Jersey
+$20.4M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$13.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$38.5M
3
A
Allianz
Germany
-$29.3M
4
Morgan Stanley
Morgan Stanley
New York
-$28.4M
5
SFM
Soros Fund Management
New York
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
501
Shepherd Financial Partners
Massachusetts
$227K – – –
IWA
502
IVC Wealth Advisors
Pennsylvania
$227K +$227K +1,785 New
SVWAG
503
Sound View Wealth Advisors Group
Georgia
$224K -$104K -816 -32%
CIC
504
Carnegie Investment Counsel
Ohio
$222K +$222K +1,745 New
AWM
505
Avior Wealth Management
Nebraska
$219K -$53.7K -422 -20%
NFG
506
Nations Financial Group
Iowa
$218K – – –
VWM
507
Venturi Wealth Management
Texas
$217K -$17.3K -136 -7%
WTC
508
WhitTier Trust Company
Nevada
$216K – – –
HCM
509
Hudson Capital Management
New Jersey
$216K +$216K +1,695 New
ATC
510
Advantage Trust Company
Kansas
$215K – – –
TCM
511
Triumph Capital Management
Colorado
$214K -$23.6K -185 -10%
TF
512
TME Financial
California
$213K -$21.8K -171 -9%
SSWM
513
Sheets Smith Wealth Management
North Carolina
$212K +$212K +1,666 New
BCCM
514
Bridge Creek Capital Management
Massachusetts
$212K +$212K +1,663 New
JWA
515
JFS Wealth Advisors
Pennsylvania
$211K -$21.3K -167 -9%
IWA
516
Inspirion Wealth Advisors
Illinois
$210K +$210K +1,650 New
ORG
517
Optimist Retirement Group
Washington
$209K -$43.5K -342 -17%
BAAM
518
Baker Avenue Asset Management
California
$208K +$208K +1,635 New
WA
519
Wealth Architects
California
$207K +$207K +1,625 New
VWM
520
Vermillion Wealth Management
Minnesota
$206K +$764 +6 +0.4%
HCM
521
Howard Capital Management
Georgia
$205K +$205K +1,608 New
OBWG
522
Onyx Bridge Wealth Group
New York
$205K -$29K -228 -12%
RHP
523
Royal Harbor Partners
Texas
$204K +$204K +1,601 New
PIA
524
Perennial Investment Advisors
California
$203K +$203K +1,596 New
RWM
525
Ritholtz Wealth Management
New York
$203K +$203K +1,595 New
19 20
21
22 23