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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
CFP
76
Curran Financial Partners
South Carolina
$6.89M
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.78M
GI
78
GAMCO Investors
Connecticut
$6.77M
MAM
79
Madison Asset Management
Wisconsin
$6.7M
FFL
80
Financial Freedom LLC
Ohio
$6.67M
EC
81
Estate Counselors
Wisconsin
$6.49M
Jones Financial Companies
82
Jones Financial Companies
Missouri
$6.41M
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$6.4M
GCM
84
Gibraltar Capital Management
Oklahoma
$6.39M
Natixis Advisors
85
Natixis Advisors
Massachusetts
$6.17M
IWC
86
Integrated Wealth Concepts
Massachusetts
$6.11M
SCM
87
SOL Capital Management
Maryland
$6.04M
WAM
88
WFA Asset Management
Wisconsin
$6.01M
FRA
89
Frank Rimerman Advisors
California
$5.99M
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$5.86M
Comerica Bank
91
Comerica Bank
Texas
$5.83M
MFG
92
Merit Financial Group
Georgia
$5.78M
BPAMU
93
BTG Pactual Asset Management US
New York
$5.61M
JIC
94
Johnson Investment Counsel
Ohio
$5.55M
PWM
95
Penobscot Wealth Management
Maine
$5.49M
BCWM
96
Bartlett & Co Wealth Management
Ohio
$5.45M
KWM
97
Kingsview Wealth Management
Oregon
$5.44M
I
98
INVST
Indiana
$5.31M
CWM
99
Congress Wealth Management
Massachusetts
$5.23M
LWP
100
LMG Wealth Partners
Louisiana
$5.15M