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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
251
NFP Retirement Inc
California
$726K -$18.9K -185 -3%
Baird Financial Group
252
Baird Financial Group
Wisconsin
$723K -$2.05M -20,021 -74%
CA
253
Clearstead Advisors
Ohio
$722K -$407K -4,024 -36%
MFG
254
Mosaic Financial Group
Illinois
$714K +$714K +6,970 New
WA
255
WP Advisors
California
$713K +$2.76K +27 +0.4%
MFG
256
Mainsail Financial Group
Washington
$705K -$164K -1,605 -19%
MHIC
257
Marble Harbor Investment Counsel
Massachusetts
$701K -$41K -400 -6%
HF
258
HRT Financial
New York
$699K +$699K +6,828 New
CWM
259
Cornerstone Wealth Management
Missouri
$694K +$41.1K +401 +6%
SIAG
260
Safeguard Investment Advisory Group
California
$688K -$71.5K -698 -9%
PVI
261
Pine Valley Investments
New Jersey
$686K -$101K -990 -13%
DAS
262
Dynamic Advisor Solutions
Arizona
$673K +$18.7K +183 +3%
CFP
263
Cascade Financial Partners
California
$653K +$653K +6,723 New
BOPW
264
Brandywine Oak Private Wealth
Pennsylvania
$649K -$102 -1 -0%
HR
265
Hardy Reed
Mississippi
$647K – – –
PS
266
Portfolio Strategies
New York
$647K +$647K +6,315 New
Prudential Financial
267
Prudential Financial
New Jersey
$645K +$119K +1,163 +23%
IPW
268
Invictus Private Wealth
Colorado
$635K +$1.43K +14 +0.2%
UCFA
269
United Capital Financial Advisors
Texas
$628K -$276K -2,696 -31%
KPWS
270
Kestra Private Wealth Services
Texas
$621K -$39.8K -389 -6%
BWM
271
Birchcreek Wealth Management
Ohio
$611K – – –
CFG
272
Citizens Financial Group
Rhode Island
$606K +$34.1K +333 +6%
Koshinski Asset Management
273
Koshinski Asset Management
Illinois
$602K -$109K -1,064 -15%
MC
274
Matisse Capital
Oregon
$601K – – –
JCFM
275
JBR Co Financial Management
Oklahoma
$598K -$6.14K -60 -1%
9 10
11
12 13