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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
251
Koshinski Asset Management
Illinois
$605K -$11K -133 -2%
NRI
252
NFP Retirement Inc
California
$594K +$7.11K +86 +1%
RIA
253
Realta Investment Advisors
Delaware
$588K -$59.2K -716 -9%
WWC
254
Waypoint Wealth Counsel
Georgia
$587K +$587K +7,094 New
AWS
255
AJ Wealth Strategies
New York
$585K -$64.2K -776 -10%
HWM
256
HB Wealth Management
Georgia
$577K -$53.4K -646 -8%
OCPWS
257
One Charles Private Wealth Services
Massachusetts
$568K +$271K +3,277 +91%
SL
258
Stevard LLC
Illinois
$561K +$2.07K +25 +0.4%
CFGSD
259
Compass Financial Group (South Dakota)
South Dakota
$560K +$560K +6,769 New
VA
260
Valmark Advisers
Ohio
$559K -$364K -4,403 -39%
WA
261
WP Advisors
California
$556K +$66.3K +802 +14%
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
$553K +$93.4K +1,129 +20%
MGIA
263
Moneta Group Investment Advisors
Missouri
$552K +$552K +6,191 New
Bank of Montreal
264
Bank of Montreal
Ontario, Canada
$543K +$187K +2,254 +53%
FCM
265
Family Capital Management
Michigan
$541K +$541K +6,537 New
BS
266
Boenning & Scattergood
Pennsylvania
$540K -$2.8K -30 -0.5%
SCM
267
Spreng Capital Management
Ohio
$537K – – –
CHA
268
Carmichael Hill & Associates
Maryland
$535K +$39.3K +475 +8%
GGS
269
Galvin Gaustad & Stein
Arizona
$532K -$248 -3 -0%
BWM
270
Birchcreek Wealth Management
Ohio
$529K +$192K +2,315 +57%
VVP
271
Venture Visionary Partners
Ohio
$529K +$248 +3 +0%
BA
272
Bluesphere Advisors
Pennsylvania
$524K +$4.05K +49 +0.8%
CWM
273
Collaborative Wealth Management
Florida
$523K -$61.3K -741 -10%
AIA
274
Avalon Investment & Advisory
Texas
$512K +$512K +6,190 New
BOPW
275
Brandywine Oak Private Wealth
Pennsylvania
$510K -$5.13K -62 -1%
9 10
11
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