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Vanguard Financials ETF

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
BOM
201
Bank of Marin
California
$1.57M
KWM
202
Keebeck Wealth Management
Illinois
$1.57M
LWM
203
Liberty Wealth Management
California
$1.55M +$39.4K +334 +3%
ISL
204
Ingalls & Snyder LLC
New York
$1.49M -$29.5K -250 -2%
MFG
205
Magnus Financial Group
New York
$1.47M +$111K +937 +8%
SPIA
206
Steward Partners Investment Advisory
New York
$1.46M -$48.5K -411 -3%
MCM
207
Manchester Capital Management
Vermont
$1.46M +$472 +4 +0%
CP
208
Cornerstone Planning
North Carolina
$1.45M +$1.45M +12,254 New
OCPWS
209
One Charles Private Wealth Services
Massachusetts
$1.44M -$5.2K -44 -0.4%
GA
210
GoalVest Advisory
New York
$1.44M +$1.44M +12,156 New
GT
211
Glenmede Trust
Pennsylvania
$1.42M -$43K -364 -3%
EWA
212
Evolution Wealth Advisors
Florida
$1.42M +$6.61K +56 +0.5%
CIA
213
Cladis Investment Advisory
Montana
$1.42M -$145K -1,225 -9%
BJL
214
Brighton Jones LLC
Washington
$1.42M -$354 -3 -0%
IFWM
215
Institute for Wealth Management
Colorado
$1.42M -$45.6K -386 -3%
SG
216
Sharper & Granite
California
$1.41M -$89.4K -757 -6%
PWAC
217
Private Wealth Advisors (California)
California
$1.41M -$3.31K -28 -0.2%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$1.4M +$71K +601 +5%
WSFS
219
Wilmington Savings Fund Society
Delaware
$1.38M +$55K +466 +4%
FFS
220
Fischer Financial Services
Pennsylvania
$1.38M +$1.38M +11,715 New
CL
221
Choreo LLC
Illinois
$1.38M +$76.4K +647 +6%
RWM
222
RBA Wealth Management
California
$1.33M +$63.3K +536 +5%
QCM
223
Quantinno Capital Management
New York
$1.31M +$175K +1,481 +15%
BFG
224
Bleakley Financial Group
New Jersey
$1.3M -$189K -1,597 -13%
Wealthfront Advisers
225
Wealthfront Advisers
California
$1.3M +$443K +3,753 +52%