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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 %
Bank of America
1
Bank of America
North Carolina
$2.92B -$10.4M -81,976 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$433M -$28.4M -223,001 -6%
UBS Group
3
UBS Group
Switzerland
$230M -$13.2M -103,341 -5%
Corient Private Wealth
4
Corient Private Wealth
Florida
$224M +$117M +135,724 +109%
Wells Fargo
5
Wells Fargo
California
$215M +$3.03M +23,790 +1%
PCH
6
PGIM Custom Harvest
New Jersey
$175M +$20.4M +160,299 +13%
Raymond James Financial
7
Raymond James Financial
Florida
$138M +$361K +2,837 +0.3%
BCMIO
8
Beacon Capital Management Inc (Ohio)
Ohio
$129M +$85.7M +673,259 +198%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$127M -$4.56M -35,829 -3%
LPL Financial
10
LPL Financial
California
$111M +$10.8M +84,913 +11%
Ameriprise
11
Ameriprise
Minnesota
$104M -$5.69M -44,669 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$92.1M -$40.1M -314,622 -30%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$68.5M -$158K -1,244 -0.2%
Stifel Financial
14
Stifel Financial
Missouri
$59.6M -$601K -4,718 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$59M -$6.76M -53,134 -10%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$53.8M +$426K +3,347 +0.8%
Two Sigma Investments
17
Two Sigma Investments
New York
$44M +$44M +346,000 New
KIA
18
KCM Investment Advisors
California
$43.8M -$547K -4,297 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$43.7M -$15.9M -125,185 -27%
M&T Bank
20
M&T Bank
New York
$39.2M -$5.89M -46,246 -13%
TF
21
Theory Financial
Colorado
$30.6M +$8.58M +67,123 +39%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$29.5M -$1M -7,857 -3%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$29.4M +$2.07M +16,283 +8%
SF
24
Synovus Financial
Georgia
$27.5M -$156K -1,222 -0.6%
TAS
25
TIFF Advisory Services
Pennsylvania
$27.2M – – –
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