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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
226
Ingalls & Snyder LLC
New York
$961K -$22.4K -240 -2%
AAM
227
Autus Asset Management
Arizona
$958K +$8.22K +88 +0.9%
AIM
228
Allen Investment Management
New York
$957K +$957K +10,249 New
WMA
229
Wealth Management Associates
New Jersey
$946K +$71.4K +765 +8%
LWM
230
Liberty Wealth Management
California
$941K +$941K +10,083 New
Millennium Management
231
Millennium Management
New York
$918K +$416K +4,452 +83%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$915K -$153K -1,636 -14%
CFGS
233
Concourse Financial Group Securities
Alabama
$910K +$225K +2,413 +33%
SIAG
234
Safeguard Investment Advisory Group
California
$902K +$85.6K +917 +10%
DWM
235
Doyle Wealth Management
Florida
$900K +$653 +7 +0.1%
IIA
236
IPG Investment Advisors
California
$889K +$889K +9,515 New
CIA
237
Cladis Investment Advisory
Montana
$886K – – –
RWA
238
Rainsberger Wealth Advisors
Colorado
$880K +$114K +1,225 +15%
SL
239
SWMG LLC
Texas
$877K -$31.8K -341 -4%
GFG
240
Greystone Financial Group
Michigan
$867K -$545K -5,834 -39%
MOS
241
MGO One Seven
Ohio
$862K +$455K +4,871 +112%
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$860K +$225K +2,410 +35%
SSA
243
Schonfeld Strategic Advisors
New York
$859K +$859K +9,200 New
ATPW
244
Ashton Thomas Private Wealth
Arizona
$849K +$849K +9,088 New
SG
245
StoneX Group
New York
$837K +$837K +8,957 New
GC
246
Gilbert & Cook
Iowa
$832K -$56.6K -606 -6%
BA
247
Bluesphere Advisors
Pennsylvania
$827K +$258K +2,758 +45%
RWM
248
RBA Wealth Management
California
$818K -$102K -1,096 -11%
SI
249
Stephens Inc
Arkansas
$811K -$912K -9,763 -53%
CS
250
Comerica Securities
Michigan
$808K +$37.8K +405 +5%
8 9
10
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