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Vanguard Financials ETF

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
IBOK
551
Independence Bank of Kentucky
Kentucky
$153K -$27.9K -236 -15%
PIM
552
Progressive Investment Management
Oregon
$153K
MSS
553
Mitchell Sinkler & Starr
Pennsylvania
$153K
CIA
554
Cape Investment Advisory
Georgia
$151K -$9.92K -84 -6%
CA
555
CoreCap Advisors
Michigan
$151K +$60.6K +513 +67%
PSFG
556
Park Square Financial Group
Georgia
$144K +$144K +1,223 New
VCM
557
Viewpoint Capital Management
Washington
$144K
RAM
558
Ramirez Asset Management
New York
$143K
TIM
559
Tortoise Investment Management
New York
$135K +$28.3K +240 +26%
JEST
560
JTC Employer Solutions Trustee
Jersey
$135K
AAG
561
Armstrong Advisory Group
Massachusetts
$135K
MAS
562
MPWM Advisory Solutions
Georgia
$135K +$135K +1,140 New
CTWM
563
Cherry Tree Wealth Management
Minnesota
$130K
CT
564
Colonial Trust
South Carolina
$125K +$7.08K +60 +6%
SC
565
SouthState Corp
Florida
$118K
S
566
Sachetta
Massachusetts
$116K +$116K +983 New
SIS
567
Sound Income Strategies
Florida
$113K +$2.48K +21 +2%
LWANC
568
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K
HC
569
Hara Capital
Washington
$109K +$109K +924 New
CA
570
Continuum Advisory
Idaho
$106K
SFC
571
SYM Financial Corp
Indiana
$106K +$23.1K +196 +28%
GJIA
572
Glass Jacobson Investment Advisors
Maryland
$104K +$1.06K +9 +1%
MDA
573
Minot DeBlois Advisors
Massachusetts
$104K +$104K +880 New
FDW
574
Fourth Dimension Wealth
Ohio
$101K +$101K +851 New
ACA
575
Aptus Capital Advisors
Alabama
$100K +$6.5K +55 +7%