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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
251
Community Bank
New York
$805K +$4.67K +50 +0.6%
SPC
252
Sigma Planning Corp
Michigan
$788K +$70K +749 +10%
GFP
253
Gryphon Financial Partners
Ohio
$784K -$2.52K -27 -0.3%
TI
254
tru Independence
Oregon
$780K -$18.6K -199 -2%
USCWA
255
U.S. Capital Wealth Advisors
Texas
$780K +$59K +632 +8%
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$774K -$207K -2,221 -21%
BRWA
257
B. Riley Wealth Advisors
Florida
$769K -$31.5K -337 -4%
VIA
258
Vickerman Investment Advisors
Washington
$764K – – –
LWAC
259
Laurel Wealth Advisors (California)
California
$762K -$70.9K -759 -9%
RIM
260
Reynolds Investment Management
South Carolina
$751K +$751K +8,045 New
AWS
261
AJ Wealth Strategies
New York
$746K +$93 +1 +0%
DOA
262
D'Orazio & Associates
Virginia
$746K +$1.21K +13 +0.2%
Comerica Bank
263
Comerica Bank
Texas
$739K +$85.4K +925 +13%
BBA
264
BLB&B Advisors
Pennsylvania
$735K +$243K +2,606 +50%
APP
265
Avantax Planning Partners
Iowa
$730K -$688K -7,362 -49%
SCM
266
Spreng Capital Management
Ohio
$725K – – –
WPW
267
Waldron Private Wealth
Pennsylvania
$707K +$179K +1,922 +34%
BOPW
268
Brandywine Oak Private Wealth
Pennsylvania
$705K -$10.3K -110 -1%
HGERS
269
Householder Group Estate & Retirement Specialist
Arizona
$697K -$80.2K -859 -10%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$693K -$7.66K -82 -1%
CG
271
Caprock Group
Idaho
$693K +$193K +2,069 +39%
RSWM
272
Robertson Stephens Wealth Management
California
$688K – – –
RWIA
273
Roger Wittlin Investment Advisory
California
$686K -$870K -9,331 -56%
HWM
274
HB Wealth Management
Georgia
$683K +$47.5K +508 +7%
OMC
275
Old Mission Capital
Illinois
$672K -$5.7M -60,966 -89%
9 10
11
12 13