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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
251
NFP Retirement Inc
California
$671K -$5.72K -62 -0.8%
MHIC
252
Marble Harbor Investment Counsel
Massachusetts
$669K – – –
CF
253
Centaurus Financial
California
$650K +$143K +1,548 +28%
VA
254
Valmark Advisers
Ohio
$643K -$59K -639 -8%
Koshinski Asset Management
255
Koshinski Asset Management
Illinois
$641K +$96.1K +1,042 +18%
WA
256
WP Advisors
California
$640K +$51.3K +556 +9%
LIM
257
Leavell Investment Management
Alabama
$610K -$21.7K -235 -3%
EPM
258
Elm Partners Management
Pennsylvania
$609K +$304K +3,300 +100%
KPWS
259
Kestra Private Wealth Services
Texas
$595K -$565K -6,129 -49%
DAS
260
Dynamic Advisor Solutions
Arizona
$589K -$53K -575 -8%
CWM
261
Cornerstone Wealth Management
Missouri
$589K -$63K -683 -10%
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$585K -$185 -2 -0%
HR
263
Hardy Reed
Mississippi
$583K +$12.6K +137 +2%
Wealthfront Advisers
264
Wealthfront Advisers
California
$572K +$79.7K +864 +16%
IPW
265
Invictus Private Wealth
Colorado
$570K -$9.23K -100 -2%
WN
266
Williams & Novak
California
$564K +$564K +6,115 New
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$563K -$276K -2,988 -33%
BWM
268
Birchcreek Wealth Management
Ohio
$550K -$44K -477 -7%
JCFM
269
JBR Co Financial Management
Oklahoma
$545K +$545K +5,905 New
MGIA
270
Moneta Group Investment Advisors
Missouri
$543K -$5.26K -57 -1%
MC
271
Matisse Capital
Oregon
$542K – – –
WA
272
Wealthstar Advisors
Texas
$529K -$16.8K -182 -3%
SI
273
Stephens Inc
Arkansas
$526K -$20K -217 -4%
CFG
274
Citizens Financial Group
Rhode Island
$515K +$94.2K +1,021 +22%
CAG
275
Crestwood Advisors Group
Massachusetts
$513K +$71.4K +774 +16%
9 10
11
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