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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Ascent Group
Virginia
$714K -$20.7K -256 -3%
William Blair & Company
227
William Blair & Company
Illinois
$707K +$80.2K +998 +13%
OPS
228
Orion Portfolio Solutions
Nebraska
$705K +$705K +8,782 New
BCI
229
Brinker Capital Investments
Pennsylvania
$705K +$705K +8,782 New
B
230
Bailard
California
$703K +$44.4K +553 +7%
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$694K -$117K -1,455 -14%
GFP
232
Gryphon Financial Partners
Ohio
$687K – – –
OCPWS
233
One Charles Private Wealth Services
Massachusetts
$663K +$5.3K +66 +0.8%
HFRG
234
Houlihan Financial Resource Group
Virginia
$651K -$20.6M -260,989 -97%
TI
235
Tidal Investments
Wisconsin
$647K +$647K +8,060 New
TIAA Trust, National Association
236
TIAA Trust, National Association
North Carolina
$634K +$634K +7,894 New
BEAM
237
Baker Ellis Asset Management
Washington
$627K -$4.02K -50 -0.6%
SIAG
238
Safeguard Investment Advisory Group
California
$620K -$31.7K -395 -5%
CG
239
Colony Group
Massachusetts
$617K -$77.9K -970 -11%
Lido Advisors
240
Lido Advisors
California
$611K +$49.9K +621 +9%
VA
241
Valmark Advisers
Ohio
$611K +$32.2K +401 +6%
BBA
242
BLB&B Advisors
Pennsylvania
$596K +$30.5K +380 +5%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$591K -$17.7K -210 -3%
NRI
244
NFP Retirement Inc
California
$589K -$21.8K -272 -4%
HI
245
Horizon Investments
North Carolina
$584K +$584K +7,275 New
FFS
246
Founders Financial Securities
Maryland
$584K +$584K +7,275 New
MHIC
247
Marble Harbor Investment Counsel
Massachusetts
$582K +$16.1K +200 +3%
Cerity Partners
248
Cerity Partners
New York
$575K +$575K +7,156 New
CWM
249
Cornerstone Wealth Management
Missouri
$567K +$46.7K +581 +9%
DAS
250
Dynamic Advisor Solutions
Arizona
$560K +$4.74K +59 +0.9%
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