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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 %
AG
576
AmeriFlex Group
Nevada
$78.8K +$11.3K +90 +17%
CIA
577
Cape Investment Advisory
Georgia
$77.3K -$80.8K -635 -51%
Lazard Asset Management
578
Lazard Asset Management
New York
$76K -$1.11M -8,756 -94%
AWM
579
AllSquare Wealth Management
New York
$75.5K – – –
CFD
580
Creative Financial Designs
Indiana
$74.8K -$3.95K -31 -5%
TFGT
581
TS Financial Group (TSFG)
Illinois
$73K – – –
CFO
582
CVA Family Office
Colorado
$71.3K – – –
CPA
583
Cardiff Park Advisors
California
$69.3K +$38K +298 +121%
FIM
584
FWL Investment Management
Texas
$69.3K – – –
MMCM
585
Murphy & Mullick Capital Management
New York
$67.7K – – –
AEPWM
586
Atlantic Edge Private Wealth Management
Florida
$66.8K – – –
GI
587
GAMMA Investing
California
$63K – – –
ATS
588
Ashton Thomas Securities
New York
$62.5K – – –
OA
589
Operose Advisors
Wisconsin
$62.4K – – –
CBT
590
Crews Bank & Trust
Florida
$60.5K – – –
DJSG
591
D.J. St. Germain
Massachusetts
$59.8K -$8.91K -70 -13%
PAG
592
Paladin Advisory Group
Iowa
$56.5K – – –
BL
593
BFSG LLC
California
$54.3K – – –
BIA
594
Bell Investment Advisors
California
$51.7K +$127 +1 +0.2%
PFM
595
Phillips Financial Management
Indiana
$51.3K – – –
EWA
596
EverSource Wealth Advisors
Alabama
$51.3K +$3.95K +31 +8%
KFI
597
Key Financial Inc
Pennsylvania
$49.8K – – –
DSC
598
Duncker Streett & Co
Missouri
$49.6K – – –
MPW
599
MASECO Private Wealth
$47.5K +$47.5K +373 New
CTC
600
Central Trust Company
Missouri
$45.4K +$8.91K +70 +24%
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