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Vanguard Financials ETF

736 hedge funds and large institutions have $7.09B invested in Vanguard Financials ETF in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 263 increasing their positions, 207 reducing their positions, and 40 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $6.86B → $7.09B (+$228M)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.33% less ownership

Funds ownership: 53.04%52.71% (-0.33%)

Holders
736
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
$7.32M
Puts
$828K
Net Calls
Net Calls Change

Top Sellers

1 -$72.8M
2 -$17.8M
3 -$11.9M
4
PL
Polianta Ltd
Jersey
-$7.78M
5
JP Morgan Chase
JP Morgan Chase
New York
-$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
76
IEQ Capital
California
$7.15M
AAS
77
Annex Advisory Services
Wisconsin
$7.04M
RB
78
Richmond Brothers
Michigan
$6.93M
CFP
79
Curran Financial Partners
South Carolina
$6.92M
GI
80
GAMCO Investors
Connecticut
$6.89M
MM
81
Main Management
California
$6.77M
GCM
82
Gibraltar Capital Management
Oklahoma
$6.7M
AWM
83
AE Wealth Management
Kansas
$6.59M
FRA
84
Frank Rimerman Advisors
California
$6.56M
FFL
85
Financial Freedom LLC
Ohio
$6.5M
SF
86
Summit Financial
New Jersey
$6.44M
ETC
87
Exchange Traded Concepts
Oklahoma
$6.26M
JIC
88
Johnson Investment Counsel
Ohio
$6.16M
SCM
89
SOL Capital Management
Maryland
$6.1M
MFG
90
Merit Financial Group
Georgia
$6.08M
BPAMU
91
BTG Pactual Asset Management US
New York
$6.07M
PWM
92
Penobscot Wealth Management
Maine
$6.03M
Comerica Bank
93
Comerica Bank
Texas
$6M
Natixis Advisors
94
Natixis Advisors
Massachusetts
$5.96M
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$5.79M
WSFG
96
Wall Street Financial Group
Illinois
$5.73M
BCWM
97
Bartlett & Co Wealth Management
Ohio
$5.72M
IWC
98
Integrated Wealth Concepts
Massachusetts
$5.67M
CFP
99
Cascade Financial Partners
California
$5.47M
CCFM
100
Clear Creek Financial Management
Washington
$5.26M