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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
EPM
226
Elm Partners Management
Pennsylvania
$893K +$217K +2,122 +32%
MCM
227
MAI Capital Management
Ohio
$889K +$342K +3,339 +63%
GFP
228
Gryphon Financial Partners
Ohio
$876K – – –
CCA
229
Checchi Capital Advisers
California
$868K -$335K -3,270 -28%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$867K -$108K -1,060 -11%
US Bancorp
231
US Bancorp
Minnesota
$862K -$162K -1,582 -16%
AG
232
Ascent Group
Virginia
$855K -$70.5K -689 -8%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$848K +$389K +3,798 +85%
FPB
234
First PREMIER Bank
South Dakota
$844K -$107K -1,043 -11%
HFRG
235
Houlihan Financial Resource Group
Virginia
$843K – – –
GVAG
236
Great Valley Advisor Group
Delaware
$816K +$1.84K +18 +0.2%
OPS
237
Orion Portfolio Solutions
Nebraska
$804K +$804K +7,856 New
BCI
238
Brinker Capital Investments
Pennsylvania
$804K +$804K +7,856 New
BEAM
239
Baker Ellis Asset Management
Washington
$800K – – –
PPWP
240
Premier Path Wealth Partners
New Jersey
$796K -$429K -4,188 -35%
ES
241
Eagle Strategies
New York
$789K +$789K +7,701 New
Focus Partners Wealth
242
Focus Partners Wealth
Massachusetts
$783K – – –
CL
243
Choreo LLC
Illinois
$783K +$23.7K +232 +3%
BBA
244
BLB&B Advisors
Pennsylvania
$782K -$707K -6,907 -48%
SWP
245
Stratos Wealth Partners
Ohio
$780K -$149K -1,455 -16%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$776K -$10.3K -101 -1%
BA
247
Bluesphere Advisors
Pennsylvania
$771K -$58.7K -573 -7%
WIM
248
Westside Investment Management
California
$767K +$18.7K +183 +3%
PGFC
249
Peapack-Gladstone Financial Corp
New Jersey
$761K -$10.2K -100 -1%
VA
250
Valmark Advisers
Ohio
$727K +$12.7K +124 +2%
8 9
10
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