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Vanguard Financials ETF

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
LWP
251
LMG Wealth Partners
Louisiana
$532K +$532K +6,826 New
CFGSD
252
Compass Financial Group (South Dakota)
South Dakota
$529K +$1.79K +23 +0.3%
WPW
253
Waldron Private Wealth
Pennsylvania
$529K
MGIA
254
Moneta Group Investment Advisors
Missouri
$528K +$46K +590 +10%
SL
255
Stevard LLC
Illinois
$528K
WA
256
WP Advisors
California
$526K +$2.88K +37 +0.6%
RFM
257
Royal Fund Management
Florida
$520K +$261K +3,348 +101%
IA
258
IFP Advisors
Florida
$518K -$323K -4,650 -38%
BWM
259
Birchcreek Wealth Management
Ohio
$509K +$10.4K +134 +2%
CWM
260
Cornerstone Wealth Management
Missouri
$506K +$506K +6,495 New
CHA
261
Carmichael Hill & Associates
Maryland
$504K +$156 +2 +0%
CPSC
262
Carl P. Sherr & Co
Massachusetts
$499K +$113K +1,456 +29%
AIA
263
Avalon Investment & Advisory
Texas
$495K +$13.1K +168 +3%
BOPW
264
Brandywine Oak Private Wealth
Pennsylvania
$494K +$13.7K +176 +3%
CA
265
Cetera Advisors
Colorado
$488K -$480K -6,160 -50%
APP
266
Avantax Planning Partners
Iowa
$485K +$25K +321 +5%
SCM
267
Spreng Capital Management
Ohio
$479K -$27.3K -350 -5%
E
268
ETFidea
New York
$478K +$11.9K +153 +3%
HR
269
Hardy Reed
Mississippi
$476K
CWM
270
Collaborative Wealth Management
Florida
$475K -$18.3K -235 -4%
OCPWS
271
One Charles Private Wealth Services
Massachusetts
$467K -$67.6K -868 -13%
WA
272
Wealthstar Advisors
Texas
$464K -$15.2K -195 -3%
FCM
273
Family Capital Management
Michigan
$463K -$46K -591 -9%
MC
274
Matisse Capital
Oregon
$457K +$457K +5,871 New
BA
275
Bluesphere Advisors
Pennsylvania
$455K -$37.8K -485 -8%