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Vanguard Financials ETF

696 hedge funds and large institutions have $6.65B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 694696 (+2)

3% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 231

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$496K
Net Calls
Net Calls Change

Top Sellers

1 -$40.1M
2 -$38.5M
3 -$29.3M
4
Morgan Stanley
Morgan Stanley
New York
-$28.4M
5
SFM
Soros Fund Management
New York
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
576
TruNorth Capital Management
Michigan
$78.8K
RWM
577
Rialto Wealth Management
New York
$78.8K
AG
578
AmeriFlex Group
Nevada
$78.8K
CIA
579
Cape Investment Advisory
Georgia
$77.3K
Lazard Asset Management
580
Lazard Asset Management
New York
$76K
AWM
581
AllSquare Wealth Management
New York
$75.5K
CFD
582
Creative Financial Designs
Indiana
$74.8K
TFGT
583
TS Financial Group (TSFG)
Illinois
$73K
CFO
584
CVA Family Office
Colorado
$71.3K
CPA
585
Cardiff Park Advisors
California
$69.3K
FIM
586
FWL Investment Management
Texas
$69.3K
MMCM
587
Murphy & Mullick Capital Management
New York
$67.7K
AEPWM
588
Atlantic Edge Private Wealth Management
Florida
$66.8K
GI
589
GAMMA Investing
California
$63K
ATS
590
Ashton Thomas Securities
New York
$62.5K
OA
591
Operose Advisors
Wisconsin
$62.4K
CBT
592
Crews Bank & Trust
Florida
$60.5K
DJSG
593
D.J. St. Germain
Massachusetts
$59.8K
PAG
594
Paladin Advisory Group
Iowa
$56.5K
BL
595
BFSG LLC
California
$54.3K
BIA
596
Bell Investment Advisors
California
$51.7K
PFM
597
Phillips Financial Management
Indiana
$51.3K
EWA
598
EverSource Wealth Advisors
Alabama
$51.3K
KFI
599
Key Financial Inc
Pennsylvania
$49.8K
DSC
600
Duncker Streett & Co
Missouri
$49.6K