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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 %
LFAS
526
Level Four Advisory Services
Texas
$202K +$202K +1,687 New
VWM
527
Vermillion Wealth Management
Minnesota
$193K +$37K +310 +24%
AP
528
Advisors Preferred
Maryland
$192K -$53.1M -444,901 -100%
JHCP
529
Jackson Hole Capital Partners
Oklahoma
$183K
GFPC
530
Global Financial Private Client
Florida
$179K
MG
531
Mather Group
Illinois
$178K
PTC
532
Private Trust Company
Ohio
$173K
SWM
533
Spire Wealth Management
Virginia
$171K -$106K -889 -38%
FHA
534
First Horizon Advisors
Tennessee
$167K +$5.62K +47 +3%
WT
535
Whittier Trust
California
$165K
BBPWM
536
Blue Bell Private Wealth Management
Pennsylvania
$160K +$129K +1,077 +405%
AC
537
AlphaCore Capital
California
$160K +$160K +1,341 New
PIM
538
Progressive Investment Management
Oregon
$155K
CA
539
CoreCap Advisors
Michigan
$152K
CIA
540
Cape Investment Advisory
Georgia
$148K -$3.94K -33 -3%
IBOK
541
Independence Bank of Kentucky
Kentucky
$148K -$7.65K -64 -5%
PSFG
542
Park Square Financial Group
Georgia
$146K
VCM
543
Viewpoint Capital Management
Washington
$145K
RAM
544
Ramirez Asset Management
New York
$145K
JEST
545
JTC Employer Solutions Trustee
Jersey
$137K
MAS
546
MPWM Advisory Solutions
Georgia
$136K
AAG
547
Armstrong Advisory Group
Massachusetts
$135K
CTWM
548
Cherry Tree Wealth Management
Minnesota
$132K
CT
549
Colonial Trust
South Carolina
$127K
HC
550
Hurley Capital
New York
$125K +$125K +1,049 New