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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$60.6M
3
PCH
PGIM Custom Harvest
New Jersey
+$36.9M
4
BWA
Bordeaux Wealth Advisors
California
+$10.7M
5
TF
Theory Financial
Colorado
+$6.24M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$28.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.9M
3
Stifel Financial
Stifel Financial
Missouri
-$10.4M
4
Osaic Holdings
Osaic Holdings
Arizona
-$7.82M
5
SWP
Strategic Wealth Partners
Ohio
-$7.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHIC
251
Marble Harbor Investment Counsel
Massachusetts
$684K – – –
Wealthfront Advisers
252
Wealthfront Advisers
California
$676K +$131K +1,309 +24%
CFP
253
Cascade Financial Partners
California
$671K – – –
SWP
254
Stratos Wealth Partners
Ohio
$670K -$91K -911 -12%
MFG
255
Mainsail Financial Group
Washington
$669K -$18.9K -189 -3%
PPWP
256
Premier Path Wealth Partners
New Jersey
$664K -$113K -1,135 -15%
SL
257
Salomon & Ludwin
Virginia
$663K -$253K -2,537 -28%
DAS
258
Dynamic Advisor Solutions
Arizona
$652K -$4.79K -48 -0.7%
BA
259
Bluesphere Advisors
Pennsylvania
$652K -$100K -1,002 -13%
CFG
260
Citizens Financial Group
Rhode Island
$644K +$50.2K +500 +8%
BOPW
261
Brandywine Oak Private Wealth
Pennsylvania
$633K – – –
HR
262
Hardy Reed
Mississippi
$631K – – –
Renaissance Technologies
263
Renaissance Technologies
New York
$629K -$509K -5,100 -45%
BRWA
264
B. Riley Wealth Advisors
Florida
$627K +$15.9K +158 +3%
P
265
&Partners
Tennessee
$626K +$626K +6,264 New
SIAG
266
Safeguard Investment Advisory Group
California
$619K -$52K -520 -8%
IPW
267
Invictus Private Wealth
Colorado
$617K -$1.5K -15 -0.2%
WN
268
Williams & Novak
California
$611K – – –
US Bancorp
269
US Bancorp
Minnesota
$610K -$231K -2,316 -28%
PFS
270
Prospera Financial Services
Texas
$604K +$44.8K +449 +8%
Bank of New York Mellon
271
Bank of New York Mellon
New York
$597K +$72K +721 +14%
BWM
272
Birchcreek Wealth Management
Ohio
$596K – – –
BIA
273
Bigelow Investment Advisors
Maine
$596K +$199K +1,990 +50%
Brown Advisory
274
Brown Advisory
Maryland
$596K +$47K +471 +9%
EPM
275
Elm Partners Management
Pennsylvania
$594K -$277K -2,772 -32%
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