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Vanguard Financials ETF

696 hedge funds and large institutions have $6.65B invested in Vanguard Financials ETF in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 223 increasing their positions, 231 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 694696 (+2)

3% less repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 231

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

Holders
696
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.2M
Puts
$496K
Net Calls
Net Calls Change

Top Sellers

1 -$40.1M
2 -$38.5M
3 -$29.3M
4
Morgan Stanley
Morgan Stanley
New York
-$28.4M
5
SFM
Soros Fund Management
New York
-$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
201
GoalVest Advisory
New York
$1.54M
EWA
202
Evolution Wealth Advisors
Florida
$1.53M
SEIA
203
Signature Estate & Investment Advisors
California
$1.53M
BJL
204
Brighton Jones LLC
Washington
$1.53M
RWM
205
RBA Wealth Management
California
$1.52M
CIA
206
Cladis Investment Advisory
Montana
$1.51M
MWM
207
Mission Wealth Management
California
$1.46M
KWM
208
Keebeck Wealth Management
Illinois
$1.46M
WCP
209
Wealthcare Capital Partners
Pennsylvania
$1.46M
WIA
210
World Investment Advisors
California
$1.45M
IFWM
211
Institute for Wealth Management
Colorado
$1.45M
WSFS
212
Wilmington Savings Fund Society
Delaware
$1.43M
Neuberger Berman Group
213
Neuberger Berman Group
New York
$1.43M
FFS
214
Fischer Financial Services
Pennsylvania
$1.41M
PCIA
215
Prime Capital Investment Advisors
Kansas
$1.4M
AQR Capital Management
216
AQR Capital Management
Connecticut
$1.4M
CL
217
Choreo LLC
Illinois
$1.38M
HI
218
Harbour Investments
Wisconsin
$1.37M
ISL
219
Ingalls & Snyder LLC
New York
$1.35M
HNB
220
Huntington National Bank
Ohio
$1.35M
Bank of New York Mellon
221
Bank of New York Mellon
New York
$1.31M
SWA
222
Stratos Wealth Advisors
Ohio
$1.31M
GVAG
223
Great Valley Advisor Group
Delaware
$1.31M
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$1.3M
ECA
225
Elevation Capital Advisory
Oregon
$1.29M