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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.8M
2
Morgan Stanley
Morgan Stanley
New York
+$42.5M
3
MW
Marks Wealth
Maryland
+$35.3M
4
Ameriprise
Ameriprise
Minnesota
+$33.6M
5
Wells Fargo
Wells Fargo
California
+$16.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$98.1M
2
Citigroup
Citigroup
New York
-$62.5M
3
ETC
Exchange Traded Concepts
Oklahoma
-$34.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$9.1M
5
MIM
Morningstar Investment Management
Illinois
-$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
226
SWMG LLC
Texas
$940K -$65.1K -674 -6%
DWM
227
Doyle Wealth Management
Florida
$930K +$37.8K +392 +4%
GC
228
Gilbert & Cook
Iowa
$919K -$57.6K -596 -6%
CIA
229
Cladis Investment Advisory
Montana
$916K +$916K +9,484 New
TLP
230
Trinity Legacy Partners
Texas
$906K +$7.63K +79 +0.8%
WMA
231
Wealth Management Associates
New Jersey
$905K +$31.4K +325 +4%
Renaissance Technologies
232
Renaissance Technologies
New York
$898K +$106K +1,100 +13%
SPA
233
Sentinel Pension Advisors
Massachusetts
$880K – – –
VIA
234
Vickerman Investment Advisors
Washington
$871K -$145K -1,498 -14%
DWT
235
Dorsey & Whitney Trust
South Dakota
$869K – – –
BPA
236
Beacon Pointe Advisors
California
$869K +$8.69K +90 +1%
LWAC
237
Laurel Wealth Advisors (California)
California
$862K +$862K +8,922 New
RJT
238
Raymond James Trust
Florida
$858K +$10.9K +113 +1%
SIAG
239
Safeguard Investment Advisory Group
California
$844K -$5.98K -62 -0.7%
CG
240
Colony Group
Massachusetts
$836K -$270K -2,800 -24%
BRWA
241
B. Riley Wealth Advisors
Florida
$828K -$55.9K -579 -6%
CB
242
Community Bank
New York
$828K +$2.42K +25 +0.3%
TI
243
tru Independence
Oregon
$826K -$28.8K -298 -3%
GFP
244
Gryphon Financial Partners
Ohio
$814K +$2.61K +27 +0.3%
HGERS
245
Householder Group Estate & Retirement Specialist
Arizona
$803K +$803K +8,320 New
CS
246
Comerica Securities
Michigan
$796K +$29.7K +308 +4%
RWA
247
Rainsberger Wealth Advisors
Colorado
$792K +$792K +8,198 New
DOA
248
D'Orazio & Associates
Virginia
$771K -$15.4K -159 -2%
AWS
249
AJ Wealth Strategies
New York
$771K +$101K +1,043 +15%
DBT
250
Dubuque Bank & Trust
Iowa
$764K -$30.3K -314 -4%
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