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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 %
MLA
651
MB, Levis & Associates
Pennsylvania
$16.2K
CFFP
652
Center for Financial Planning
Michigan
$16.1K
HIA
653
Harbor Investment Advisory
Maryland
$15.7K
SAM
654
Smartleaf Asset Management
Massachusetts
$14.3K
FPF
655
First Pacific Financial
Washington
$14.2K
GWSG
656
GPS Wealth Strategies Group
Colorado
$14.2K -$10.4K -88 -42%
NFSG
657
Newbridge Financial Services Group
Florida
$13.6K
S
658
SignatureFD
Georgia
$13.2K +$13.2K +112 New
TAM
659
Tucker Asset Management
Colorado
$13.1K +$7.79K +66 +147%
NSIM
660
North Star Investment Management
Illinois
$12.2K +$235 +2 +2%
EWM
661
EPG Wealth Management
Georgia
$12.2K
TLCM
662
Twin Lakes Capital Management
California
$12K
T
663
Transce3nd
Texas
$12K +$12K +102 New
OIA
664
Optimum Investment Advisors
Illinois
$11.8K
SIC
665
Salem Investment Counselors
North Carolina
$11.8K
LFG
666
Larson Financial Group
Missouri
$11.8K
NMG
667
New Millennium Group
Utah
$11.8K
RWPA
668
Richard W. Paul & Associates
Michigan
$11.7K
T
669
Tidemark
California
$11.5K +$11.5K +97 New
CMP
670
Coston McIsaac & Partners
Maine
$11K
SFCL
671
Strengthening Families & Communities LLC
Massachusetts
$11K +$122 +1 +1%
BWAM
672
Boyd Watterson Asset Management
Ohio
$10.3K -$118 -1 -1%
GSWM
673
Golden State Wealth Management
California
$10.1K +$10.1K +85 New
CAL
674
Capital Analysts LLC
Pennsylvania
$10K -$2.77K -23 -22%
RI
675
Ridgewood Investments
New Jersey
$8.86K