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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$777K +$130K +1,571 +20%
CB
227
Community Bank
New York
$773K +$41.4K +500 +6%
SIAG
228
Safeguard Investment Advisory Group
California
$770K -$2.73K -33 -0.4%
Comerica Bank
229
Comerica Bank
Texas
$769K +$85.3K +979 +12%
NWM
230
NEIRG Wealth Management
Massachusetts
$765K +$765K +9,247 New
VIA
231
Vickerman Investment Advisors
Washington
$723K -$21K -254 -3%
BAM
232
BTS Asset Management
Massachusetts
$721K +$721K +8,690 New
RPGK
233
Retirement Planning Group (Kansas)
Kansas
$715K +$715K +8,640 New
SVWAG
234
Sound View Wealth Advisors Group
Georgia
$706K +$153K +1,663 +28%
HFRG
235
Houlihan Financial Resource Group
Virginia
$703K -$42.5K -498 -6%
GFP
236
Gryphon Financial Partners
Ohio
$695K – – –
US Bancorp
237
US Bancorp
Minnesota
$693K +$93.2K +1,127 +16%
CW
238
CreativeOne Wealth
Kansas
$687K -$6.86K -83 -1%
LIM
239
Leavell Investment Management
Alabama
$684K -$86.6K -1,047 -11%
LWAC
240
Laurel Wealth Advisors (California)
California
$674K -$1.08K -13 -0.2%
TPW
241
Transatlantique Private Wealth
New York
$664K +$57.3K +693 +9%
KPWS
242
Kestra Private Wealth Services
Texas
$658K +$658K +7,959 New
MCM
243
Manchester Capital Management
Vermont
$645K -$360K -4,356 -36%
BRWA
244
B. Riley Wealth Advisors
Florida
$645K +$1.99K +24 +0.3%
SI
245
Stephens Inc
Arkansas
$624K -$81.3K -983 -12%
IPW
246
Invictus Private Wealth
Colorado
$623K +$623K +7,530 New
TI
247
tru Independence
Oregon
$622K -$10.7K -129 -2%
GC
248
Gilbert & Cook
Iowa
$619K -$14.1K -171 -2%
RWIA
249
Roger Wittlin Investment Advisory
California
$614K +$555K +6,704 +938%
MCM
250
MAI Capital Management
Ohio
$610K +$11.4K +138 +2%
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