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Vanguard Financials ETF
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Overview Fund Activity

563 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-40
Holders Change %
-6.63%
% of All Funds
9.52%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
202
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$119M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11.4M
3
Goldman Sachs
Goldman Sachs
New York
+$7.49M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.4M
5
EWA
Evolution Wealth Advisors
Florida
+$6.22M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$530M
2
Ameriprise
Ameriprise
Minnesota
-$172M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$152M
4
Prudential Financial
Prudential Financial
New Jersey
-$126M
5
Bessemer Group
Bessemer Group
New Jersey
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
251
Waldron Private Wealth
Pennsylvania
$584K – – –
TPW
252
Transatlantique Private Wealth
New York
$581K +$581K +7,515 New
MCM
253
MAI Capital Management
Ohio
$580K -$303K -3,931 -34%
SPC
254
Sigma Planning Corp
Michigan
$570K -$81.4K -1,054 -12%
RWIA
255
Roger Wittlin Investment Advisory
California
$569K +$1.39K +18 +0.2%
BRWA
256
B. Riley Wealth Advisors
Florida
$565K -$71.4K -924 -11%
CW
257
CreativeOne Wealth
Kansas
$564K -$705K -9,128 -56%
NRI
258
NFP Retirement Inc
California
$561K +$24.3K +315 +5%
Brown Advisory
259
Brown Advisory
Maryland
$559K +$33.2K +430 +6%
US Bancorp
260
US Bancorp
Minnesota
$556K +$2.94K +38 +0.5%
IA
261
IFP Advisors
Florida
$553K – – –
CWM
262
Cornerstone Wealth Management
Missouri
$548K +$45.3K +587 +9%
CWM
263
Collaborative Wealth Management
Florida
$546K +$546K +7,068 New
CTC
264
Chai Trust Company
Illinois
$530K +$530K +6,866 New
CFA
265
Cahill Financial Advisors
Minnesota
$529K – – –
SCM
266
Spreng Capital Management
Ohio
$523K -$88.1K -1,120 -14%
BA
267
Bluesphere Advisors
Pennsylvania
$521K -$163K -2,110 -24%
FTS
268
Fifth Third Securities
Ohio
$518K +$518K +6,714 New
ACM
269
Ategra Capital Management
Virginia
$512K +$327K +4,233 +176%
GGS
270
Galvin Gaustad & Stein
Arizona
$503K -$11.9K -154 -2%
MA
271
MAS Advisors
Florida
$501K +$189K +2,453 +61%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$499K +$499K +6,459 New
GVAG
273
Great Valley Advisor Group
Delaware
$497K +$143K +1,853 +40%
VVP
274
Venture Visionary Partners
Ohio
$493K +$77 +1 +0%
BOPW
275
Brandywine Oak Private Wealth
Pennsylvania
$487K -$95.7K -1,241 -16%
9 10
11
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