VFH icon

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 %
JIC
101
Johnson Investment Counsel
Ohio
$5.11M +$208K +1,738 +4%
PAG
102
Private Advisor Group
New Jersey
$5.05M +$1.47M +12,285 +41%
LWP
103
LMG Wealth Partners
Louisiana
$4.88M +$66.2K +554 +1%
CIA
104
Concurrent Investment Advisors
Florida
$4.76M +$1.06M +8,910 +29%
MM
105
Main Management
California
$4.7M
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$4.68M +$85.2K +713 +2%
GA
107
Guerra Advisors
Florida
$4.65M +$4.65M +38,944 New
PWM
108
Penobscot Wealth Management
Maine
$4.6M +$950K +7,952 +26%
CCMG
109
Clark Capital Management Group
Pennsylvania
$4.54M +$1.03M +8,660 +29%
NAMP
110
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.44M +$5.97K +50 +0.1%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$4.38M +$1.4M +11,852 +47%
MGIA
112
Matthew Goff Investment Advisor
Texas
$4.22M -$20.1K -168 -0.5%
A
113
Argentarii
Ohio
$4.15M +$67.9K +568 +2%
TF
114
Trek Financial
Arizona
$4.15M -$1.32M -11,025 -24%
CWG
115
Crown Wealth Group
North Carolina
$4.12M -$126K -1,051 -3%
AIM
116
Anchor Investment Management
South Carolina
$3.97M +$32.1K +269 +0.8%
NFTC
117
North Forty Two & Co
Oregon
$3.95M
MCM
118
MAI Capital Management
Ohio
$3.95M +$104K +869 +3%
CWM
119
Congress Wealth Management
Massachusetts
$3.87M -$1.81M -15,129 -32%
CFP
120
Cascade Financial Partners
California
$3.81M +$3.01M +25,159 +376%
PNC
121
Park National Corp
Ohio
$3.75M -$49.6K -415 -1%
NWM
122
NRI Wealth Management
California
$3.68M +$3.29M +27,524 +845%
FIA
123
Foundations Investment Advisors
Arizona
$3.65M +$27.4K +229 +0.8%
FFC
124
First Financial Corp
Indiana
$3.6M +$415K +3,470 +13%
IWM
125
IHT Wealth Management
Illinois
$3.51M -$1.09M -9,080 -24%