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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
226
CreativeOne Wealth
Kansas
$847K -$53K -575 -6%
SWP
227
Stratos Wealth Partners
Ohio
$837K -$55.5K -602 -6%
William Blair & Company
228
William Blair & Company
Illinois
$824K +$11.9K +129 +1%
UCFA
229
United Capital Financial Advisors
Texas
$814K -$218K -2,366 -21%
GBWM
230
Granite Bay Wealth Management
New Hampshire
$810K – – –
FTS
231
Fifth Third Securities
Ohio
$798K -$294K -3,187 -27%
GFP
232
Gryphon Financial Partners
Ohio
$789K – – –
MFG
233
Mainsail Financial Group
Washington
$771K -$2.07M -22,775 -73%
BCM
234
Brookstone Capital Management
Illinois
$768K +$768K +8,326 New
HFRG
235
Houlihan Financial Resource Group
Virginia
$759K +$92 +1 +0%
BA
236
Bluesphere Advisors
Pennsylvania
$747K +$136K +1,470 +22%
GVAG
237
Great Valley Advisor Group
Delaware
$734K +$143K +1,553 +24%
TIAA Trust, National Association
238
TIAA Trust, National Association
North Carolina
$730K +$1.29K +14 +0.2%
BEAM
239
Baker Ellis Asset Management
Washington
$721K – – –
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$712K +$62.8K +677 +10%
PVI
241
Pine Valley Investments
New Jersey
$710K -$639K -6,929 -47%
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$708K +$122K +1,317 +21%
SVWAG
243
Sound View Wealth Advisors Group
Georgia
$706K -$255K -2,766 -27%
Focus Partners Wealth
244
Focus Partners Wealth
Massachusetts
$705K +$705K +7,644 New
PGFC
245
Peapack-Gladstone Financial Corp
New Jersey
$696K +$182K +1,974 +35%
D.E. Shaw & Co
246
D.E. Shaw & Co
New York
$685K +$685K +7,428 New
SIAG
247
Safeguard Investment Advisory Group
California
$684K -$27.3K -296 -4%
CL
248
Choreo LLC
Illinois
$684K +$684K +7,414 New
WIM
249
Westside Investment Management
California
$674K +$41.5K +450 +7%
CSPIA
250
Cary Street Partners Investment Advisory
Virginia
$672K -$125K -1,357 -16%
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