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Vanguard Financials ETF
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Overview Fund Activity

693 hedge funds and large institutions have $6.76B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 222 increasing their positions, 230 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
9.29%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.3%
New
70
Increased
222
Reduced
230
Closed
56
Calls
$10.2M
Puts
$496K
Net Calls
+$9.75M
Net Calls Change
+$4.57M

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
$224M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$129M
3
Two Sigma Investments
Two Sigma Investments
New York
$44M
4
PCH
PGIM Custom Harvest
New Jersey
$175M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.1M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$15K
3
A
Allianz
Germany
$5.86K
4
Morgan Stanley
Morgan Stanley
New York
$433M
5
SFM
Soros Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
151
D.A. Davidson & Co
Montana
$2.57M +$138K +1,084 +6%
FTS
152
Fifth Third Securities
Ohio
$2.52M +$349K +2,738 +16%
HFW
153
Horizon Family Wealth
Illinois
$2.52M +$787K +6,186 +45%
USCWA
154
U.S. Capital Wealth Advisors
Texas
$2.5M +$68.9K +541 +3%
KPWS
155
Kestra Private Wealth Services
Texas
$2.5M +$1.59M +12,487 +174%
MCM
156
MontVue Capital Management
Virginia
$2.4M – – –
EFS
157
Essex Financial Services
Connecticut
$2.4M +$28.4K +223 +1%
ODG
158
O'Dell Group
Ohio
$2.39M +$2.39M +18,798 New
GIM
159
Glenmede Investment Management
Pennsylvania
$2.36M +$2.36M +18,570 New
AW
160
Avion Wealth
Texas
$2.32M -$164K -1,285 -7%
BCI
161
Brinker Capital Investments
Pennsylvania
$2.3M -$141K -1,105 -6%
HIM
162
Harbour Investment Management
Washington
$2.3M -$68.1K -535 -3%
GS
163
GWN Securities
Florida
$2.29M -$12.9M -101,222 -85%
TCA
164
Transcend Capital Advisors
New Jersey
$2.27M -$44K -346 -2%
MGIA
165
Moneta Group Investment Advisors
Missouri
$2.27M +$39.3K +309 +2%
William Blair & Company
166
William Blair & Company
Illinois
$2.23M +$906K +7,119 +69%
AGC
167
Aspen Grove Capital
Colorado
$2.2M +$8.28K +65 +0.4%
RMAM
168
Raab & Moskowitz Asset Management
New Jersey
$2.16M -$108K -847 -5%
LWANC
169
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.13M +$2.12M +270,219 +29,056%
RFM
170
Royal Fund Management
Florida
$2.11M +$54.1K +424 +3%
Citigroup
171
Citigroup
New York
$2.1M +$156K +1,228 +8%
ISFAN
172
Investor's Fiduciary Advisor Network
Washington
$2.09M -$25.1K -197 -1%
SCM
173
SCS Capital Management
Massachusetts
$2.09M -$284K -2,232 -12%
Mercer Global Advisors
174
Mercer Global Advisors
Colorado
$2.08M -$131K -1,031 -6%
AF
175
Apexium Financial
Texas
$2.07M – – –
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