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Vanguard Financials ETF

694 hedge funds and large institutions have $6.29B invested in Vanguard Financials ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 265 increasing their positions, 201 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-6
Holders Change %
-0.86%
% of All Funds
9.43%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.38%
New
58
Increased
265
Reduced
201
Closed
49
Calls
$10.4M
Puts
$5.18M
Net Calls
+$5.18M
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Shares
Change %
PS
51
Principal Securities
Iowa
$12.7M
BWA
52
Bordeaux Wealth Advisors
California
$12.5M -$211K -1,770 -2%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$2.92M +24,425 +31%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$12M +$1.31M +10,978 +12%
ECM
55
Exchange Capital Management
Michigan
$12M +$254K +2,126 +2%
WCM
56
Winthrop Capital Management
Indiana
$11.9M +$1.71M +14,355 +17%
CAM
57
Cresset Asset Management
Illinois
$11.6M +$606K +5,070 +6%
AIM
58
Allen Investment Management
New York
$11.5M +$3.79M +31,689 +49%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$11.4M -$126K -1,057 -1%
AWS
60
Atria Wealth Solutions
New York
$11.3M -$2.99M -25,029 -21%
MFG
61
Marmo Financial Group
Tennessee
$11.1M +$7.63M +63,898 +219%
EE
62
EWG Elevate
California
$10.7M -$2.4M -20,122 -18%
PP
63
Prudential plc
United Kingdom
$10.7M -$9.56M -80,000 -47%
Goldman Sachs
64
Goldman Sachs
New York
$10.6M -$179K -1,497 -2%
NFC
65
Northeast Financial Consultants
Connecticut
$9.65M +$215K +1,798 +2%
ACA
66
Atlas Capital Advisors
Wyoming
$9.58M -$758K -6,341 -7%
Creative Planning
67
Creative Planning
Kansas
$9.42M +$371K +3,109 +4%
CTC
68
Chai Trust Company
Illinois
$9.18M
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$8.97M -$214K -1,789 -2%
CC
70
Callan Capital
California
$8.38M -$126K -1,051 -1%
WAG
71
Wheelhouse Advisory Group
Missouri
$8.36M +$330K +2,761 +4%
WSFG
72
Wall Street Financial Group
Illinois
$8.36M -$66.8K -559 -0.8%
CI
73
Cavalier Investments
Georgia
$8.2M -$14.1K -118 -0.2%
RB
74
Richmond Brothers
Michigan
$8.19M +$180K +1,503 +2%
WAM
75
WFA Asset Management
Wisconsin
$7.97M +$2.74M +26,801 +53%