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Vanguard Financials ETF

696 hedge funds and large institutions have $6.65B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 694696 (+2)

3% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 231

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$496K
Net Calls
Net Calls Change

Top Sellers

1 -$40.1M
2 -$38.5M
3 -$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
Change in
Stake
AW
501
Alteri Wealth
California
$229K
SFP
502
Shepherd Financial Partners
Massachusetts
$227K
IWA
503
IVC Wealth Advisors
Pennsylvania
$227K
SVWAG
504
Sound View Wealth Advisors Group
Georgia
$224K
CIC
505
Carnegie Investment Counsel
Ohio
$222K
AWM
506
Avior Wealth Management
Nebraska
$219K
NFG
507
Nations Financial Group
Iowa
$218K
VWM
508
Venturi Wealth Management
Texas
$217K
WTC
509
WhitTier Trust Company
Nevada
$216K
HCM
510
Hudson Capital Management
New Jersey
$216K
ATC
511
Advantage Trust Company
Kansas
$215K
TCM
512
Triumph Capital Management
Colorado
$214K
TF
513
TME Financial
California
$213K
SSWM
514
Sheets Smith Wealth Management
North Carolina
$212K
BCCM
515
Bridge Creek Capital Management
Massachusetts
$212K
JWA
516
JFS Wealth Advisors
Pennsylvania
$211K
IWA
517
Inspirion Wealth Advisors
Illinois
$210K
ORG
518
Optimist Retirement Group
Washington
$209K
BAAM
519
Baker Avenue Asset Management
California
$208K
WA
520
Wealth Architects
California
$207K
VWM
521
Vermillion Wealth Management
Minnesota
$206K
HCM
522
Howard Capital Management
Georgia
$205K
OBWG
523
Onyx Bridge Wealth Group
New York
$205K
RHP
524
Royal Harbor Partners
Texas
$204K
PIA
525
Perennial Investment Advisors
California
$203K