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Vanguard Financials ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
201
Evolution Wealth Advisors
Florida
$1.53M +$127 +1 +0%
SEIA
202
Signature Estate & Investment Advisors
California
$1.53M -$56K -440 -4%
BJL
203
Brighton Jones LLC
Washington
$1.53M +$7.51K +59 +0.5%
RWM
204
RBA Wealth Management
California
$1.52M +$66.5K +522 +5%
CIA
205
Cladis Investment Advisory
Montana
$1.51M
MWM
206
Mission Wealth Management
California
$1.46M +$151K +1,184 +12%
KWM
207
Keebeck Wealth Management
Illinois
$1.46M
WCP
208
Wealthcare Capital Partners
Pennsylvania
$1.46M +$51.6K +405 +4%
WIA
209
World Investment Advisors
California
$1.45M +$447K +3,514 +44%
IFWM
210
Institute for Wealth Management
Colorado
$1.45M -$6.49K -51 -0.4%
WSFS
211
Wilmington Savings Fund Society
Delaware
$1.43M -$4.71K -37 -0.3%
Neuberger Berman Group
212
Neuberger Berman Group
New York
$1.43M +$382 +3 +0%
FFS
213
Fischer Financial Services
Pennsylvania
$1.41M -$59.7K -475 -4%
PCIA
214
Prime Capital Investment Advisors
Kansas
$1.4M -$729K -5,725 -34%
AQR Capital Management
215
AQR Capital Management
Connecticut
$1.4M +$883K +6,939 +172%
CL
216
Choreo LLC
Illinois
$1.38M -$91K -715 -6%
HI
217
Harbour Investments
Wisconsin
$1.37M +$172K +1,350 +14%
ISL
218
Ingalls & Snyder LLC
New York
$1.35M -$287K -2,252 -18%
HNB
219
Huntington National Bank
Ohio
$1.35M -$1.26M
Bank of New York Mellon
220
Bank of New York Mellon
New York
$1.31M +$46.1K +362 +4%
SWA
221
Stratos Wealth Advisors
Ohio
$1.31M -$33K -259 -2%
GVAG
222
Great Valley Advisor Group
Delaware
$1.31M -$62.4K -490 -5%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$1.3M -$86.6K -680 -6%
ECA
224
Elevation Capital Advisory
Oregon
$1.29M -$183K -1,440 -12%
Financial Engines Advisors
225
Financial Engines Advisors
California
$1.28M +$404K +3,174 +46%