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Vanguard Financials ETF
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Overview Fund Activity

693 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, 222 increasing their positions, 230 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
9.29%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.3%
New
70
Increased
222
Reduced
230
Closed
56
Calls
$10.2M
Puts
$496K
Net Calls
+$9.75M
Net Calls Change
+$4.57M

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$224M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$129M
3
Two Sigma Investments
Two Sigma Investments
New York
$44M
4
PCH
PGIM Custom Harvest
New Jersey
$175M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15K
3
A
Allianz
Germany
$5.86K
4
Morgan Stanley
Morgan Stanley
New York
$433M
5
SFM
Soros Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
526
Money Concepts Capital
Florida
$202K +$202K +1,585 New
GFPC
527
Global Financial Private Client
Florida
$202K +$10.8K +85 +6%
JHCP
528
Jackson Hole Capital Partners
Oklahoma
$195K – – –
ACA
529
Aptus Capital Advisors
Alabama
$187K -$112K -876 -37%
PTC
530
Private Trust Company
Ohio
$184K -$509 -4 -0.3%
IA
531
IFP Advisors
Florida
$182K -$79.1K -621 -30%
FHA
532
First Horizon Advisors
Tennessee
$178K – – –
WT
533
Whittier Trust
California
$176K – – –
BBPWM
534
Blue Bell Private Wealth Management
Pennsylvania
$171K – – –
AP
535
Aspect Partners
Virginia
$166K +$166K +1,306 New
PIM
536
Progressive Investment Management
Oregon
$165K – – –
CA
537
CoreCap Advisors
Michigan
$164K +$1.66K +13 +1%
BTI
538
Blue Trust Inc
Georgia
$163K +$54.4K +427 +50%
SC
539
SouthState Corp
Florida
$158K -$202K -1,590 -56%
IBOK
540
Independence Bank of Kentucky
Kentucky
$157K – – –
VCM
541
Viewpoint Capital Management
Washington
$155K – – –
RAM
542
Ramirez Asset Management
New York
$154K – – –
AAG
543
Armstrong Advisory Group
Massachusetts
$147K +$2.29K +18 +2%
JEST
544
JTC Employer Solutions Trustee
Jersey
$146K – – –
MAS
545
MPWM Advisory Solutions
Georgia
$145K – – –
CTWM
546
Cherry Tree Wealth Management
Minnesota
$140K – – –
HT
547
Headlands Technologies
Illinois
$140K +$20.2K +159 +17%
CT
548
Colonial Trust
South Carolina
$135K – – –
HC
549
Hurley Capital
New York
$134K +$509 +4 +0.4%
GWM
550
Geneos Wealth Management
Colorado
$130K -$138K -1,084 -51%
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