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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$217M
2
Bank of America
Bank of America
North Carolina
+$114M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.9M
5
NYLIM
New York Life Investment Management
New York
+$8.59M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$66.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
226
Vickerman Investment Advisors
Washington
$609K -$74.4K -916 -11%
SL
227
Sentinus LLC
Illinois
$605K -$17.1K -210 -3%
PWG
228
Private Wealth Group
Florida
$597K -$353K -4,344 -37%
IPW
229
Invictus Private Wealth
Colorado
$590K – – –
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$588K -$121K -1,489 -17%
VA
231
Valmark Advisers
Ohio
$586K +$325 +4 +0.1%
QIM
232
Quantitative Investment Management
Virginia
$581K +$581K +7,163 New
AWS
233
AJ Wealth Strategies
New York
$579K +$4.22K +52 +0.7%
SI
234
Stephens Inc
Arkansas
$577K -$12.6K -155 -2%
TI
235
tru Independence
Oregon
$576K -$28.4K -350 -5%
MHIC
236
Marble Harbor Investment Counsel
Massachusetts
$573K +$573K +7,050 New
BBA
237
BLB&B Advisors
Pennsylvania
$572K -$128K -1,573 -18%
Lido Advisors
238
Lido Advisors
California
$568K -$5.44K -67 -0.9%
DAS
239
Dynamic Advisor Solutions
Arizona
$561K +$561K +6,909 New
WIM
240
Westside Investment Management
California
$557K – – –
NA
241
NewEdge Advisors
Louisiana
$548K -$436K -5,371 -44%
LIM
242
Leavell Investment Management
Alabama
$544K -$62.7K -768 -10%
Bank of New York Mellon
243
Bank of New York Mellon
New York
$541K -$33.7K -415 -6%
MCM
244
MAI Capital Management
Ohio
$530K -$43.1K -531 -8%
CFGSD
245
Compass Financial Group (South Dakota)
South Dakota
$529K -$23.2K -286 -4%
CA
246
Cetera Advisors
Colorado
$527K +$17.4K +214 +3%
CWM
247
Cornerstone Wealth Management
Missouri
$527K -$1.06K -13 -0.2%
BWM
248
Birchcreek Wealth Management
Ohio
$523K -$7.39K -91 -1%
BRWA
249
B. Riley Wealth Advisors
Florida
$521K -$161K -1,969 -24%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$519K -$337K -4,154 -39%
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