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Vanguard Financials ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
551
Geneos Wealth Management
Colorado
$130K -$138K -1,084 -51%
GJIA
552
Glass Jacobson Investment Advisors
Maryland
$129K +$17.1K +134 +15%
SIS
553
Sound Income Strategies
Florida
$125K -$2.55K -20 -2%
PSFG
554
Park Square Financial Group
Georgia
$121K -$34.2K -269 -22%
FDW
555
Fourth Dimension Wealth
Ohio
$116K
TIM
556
Tortoise Investment Management
New York
$115K
SFC
557
SYM Financial Corp
Indiana
$114K
MDA
558
Minot DeBlois Advisors
Massachusetts
$112K
LAM
559
LOM Asset Management
$112K +$112K +882 New
MEG
560
Millstone Evans Group
Colorado
$106K
VWA
561
VSM Wealth Advisory
Maryland
$106K +$255 +2 +0.2%
FMTCOCP
562
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$105K
HDIM
563
Hanson & Doremus Investment Management
Vermont
$103K
AUB
564
Atlantic Union Bankshares
Virginia
$101K +$101K +790 New
PWS
565
Peterson Wealth Services
Utah
$98.4K +$6.36K +50 +7%
PCFFS
566
Pacific Center for Financial Services
California
$96.5K
SWM
567
Spire Wealth Management
Virginia
$92.3K -$89.9K -706 -49%
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$90.5K
AAP
569
Arax Advisory Partners
Colorado
$86.9K +$62.4K +490 +254%
BWM
570
Bernard Wealth Management
Michigan
$86.2K
HB
571
Horizon Bancorp
Indiana
$85K
EB
572
Eastern Bank
Massachusetts
$84.4K
MSG
573
Main Street Group
Virginia
$84.4K +$127 +1 +0.2%
HAP
574
Harbor Asset Planning
Massachusetts
$80.1K +$80.1K +629 New
RWM
575
Rialto Wealth Management
New York
$78.8K