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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$217M
2
Bank of America
Bank of America
North Carolina
+$114M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.9M
5
NYLIM
New York Life Investment Management
New York
+$8.59M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$66.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
251
WP Advisors
California
$515K -$33.4K -411 -6%
GVAG
252
Great Valley Advisor Group
Delaware
$515K -$101K -1,239 -16%
BOPW
253
Brandywine Oak Private Wealth
Pennsylvania
$515K – – –
GC
254
Gilbert & Cook
Iowa
$510K -$48.2K -593 -9%
PCIA
255
Prime Capital Investment Advisors
Kansas
$509K +$91.6K +1,128 +22%
HR
256
Hardy Reed
Mississippi
$502K +$5.04K +62 +1%
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$501K -$121K -1,486 -19%
MGIA
258
Moneta Group Investment Advisors
Missouri
$495K -$55.7K -686 -10%
Brown Advisory
259
Brown Advisory
Maryland
$493K +$19.8K +244 +4%
E
260
ETFidea
New York
$492K -$6.99K -86 -1%
CHA
261
Carmichael Hill & Associates
Maryland
$485K -$41.1K -506 -8%
WA
262
Wealthstar Advisors
Texas
$484K – – –
Prudential Financial
263
Prudential Financial
New Jersey
$484K -$424K -5,217 -47%
FCM
264
Family Capital Management
Michigan
$483K – – –
MC
265
Matisse Capital
Oregon
$477K – – –
Koshinski Asset Management
266
Koshinski Asset Management
Illinois
$473K -$121K -1,485 -20%
APP
267
Avantax Planning Partners
Iowa
$454K -$51.8K -637 -10%
SCM
268
Spreng Capital Management
Ohio
$453K -$46.7K -575 -9%
RFN
269
Redwood Financial Network
Ohio
$452K – – –
CPSC
270
Carl P. Sherr & Co
Massachusetts
$449K -$71.7K -883 -14%
VVP
271
Venture Visionary Partners
Ohio
$442K -$5.2K -64 -1%
BFG
272
Bouchey Financial Group
New York
$441K +$77.3K +952 +21%
OHWA
273
Oak Hill Wealth Advisors
Virginia
$435K -$21.4K -264 -5%
HWM
274
Howard Wealth Management
Connecticut
$432K -$36.6K -450 -8%
BA
275
Bluesphere Advisors
Pennsylvania
$431K -$44K -542 -9%
9 10
11
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