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Vanguard Financials ETF

691 hedge funds and large institutions have $6.63B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 221 increasing their positions, 229 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-4
Holders Change %
-0.58%
% of All Funds
9.28%
Holding in Top 10
21
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-25%
% of All Funds
0.28%
New
70
Increased
221
Reduced
229
Closed
56
Calls
$10.2M
Puts
$496K
Net Calls
+$9.75M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$2.05M +$44K +346 +2%
AAS
177
Ameritas Advisory Services
Nebraska
$1.94M -$408K -3,205 -17%
ITB
178
Idaho Trust Bank
Idaho
$1.91M -$280K -2,198 -13%
KCM
179
Kennicott Capital Management
California
$1.85M
DI
180
Disciplined Investors
Texas
$1.85M +$9.8K +77 +0.5%
FT
181
Fiduciary Trust
Massachusetts
$1.84M -$36.7K -288 -2%
PA
182
Parallel Advisors
California
$1.82M -$55.2K -434 -3%
HFA
183
Hershey Financial Advisers
Pennsylvania
$1.75M +$1.75M +13,759 New
KF
184
Krilogy Financial
Missouri
$1.75M -$116K -913 -6%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$1.74M -$255 -2 -0%
JWCA
186
J.W. Cole Advisors
Florida
$1.74M +$402K +3,160 +30%
EAM
187
Evanson Asset Management
California
$1.73M -$7.26K -57 -0.4%
BOM
188
Bank of Marin
California
$1.72M +$1.72M +13,486 New
PFS
189
Prospera Financial Services
Texas
$1.7M -$19.5K -153 -1%
SG
190
Sharper & Granite
California
$1.66M -$16K -125 -1%
OCPWS
191
One Charles Private Wealth Services
Massachusetts
$1.63M +$62K +487 +4%
SPIA
192
Steward Partners Investment Advisory
New York
$1.63M +$28.8K +226 +2%
GAM
193
Gotham Asset Management
New York
$1.61M
BIA
194
Bigelow Investment Advisors
Maine
$1.59M +$86.7K +681 +6%
MFG
195
Magnus Financial Group
New York
$1.59M +$3.31K +26 +0.2%
PWAC
196
Private Wealth Advisors (California)
California
$1.59M +$63.4K +498 +4%
FA
197
Fountainhead AM
New Jersey
$1.58M +$1.09M +8,542 +222%
MCM
198
Manchester Capital Management
Vermont
$1.56M -$14.9K -117 -0.9%
GA
199
GoalVest Advisory
New York
$1.54M +$8.15K +64 +0.5%
EWA
200
Evolution Wealth Advisors
Florida
$1.53M +$127 +1 +0%