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Vanguard Financials ETF
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Overview Fund Activity

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M

Top Buyers

1
AP
Advisors Preferred
Maryland
$32.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
3
SF
Synovus Financial
Georgia
$48.7M
4
Ameriprise
Ameriprise
Minnesota
$65.3M
5
EDRH
Edmond de Rothschild Holding
Switzerland
$14.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.57B
2
A
Allianz
Germany
$17.8K
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$167M
4
MFG
Marmo Financial Group
Tennessee
$3.3M
5
Wells Fargo
Wells Fargo
California
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
251
OneDigital Investment Advisors
Kansas
$818K +$1.65K +15 +0.2%
KPWS
252
Kestra Private Wealth Services
Texas
$805K -$6.6K -60 -0.8%
Wealthfront Advisers
253
Wealthfront Advisers
California
$799K +$55.7K +507 +7%
Financial Engines Advisors
254
Financial Engines Advisors
California
$791K -$180K -1,630 -19%
CA
255
Clearstead Advisors
Ohio
$791K -$5.5K -50 -0.7%
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$785K -$37K -337 -5%
PGFC
257
Peapack-Gladstone Financial Corp
New Jersey
$778K -$27.7K -252 -3%
BA
258
Bluesphere Advisors
Pennsylvania
$778K +$60.7K +552 +8%
WA
259
WP Advisors
California
$773K -$10.2K -93 -1%
FPB
260
First PREMIER Bank
South Dakota
$772K -$62.9K -572 -8%
CFP
261
Cascade Financial Partners
California
$769K -$2.64K -23 -0.3%
NRI
262
NFP Retirement Inc
California
$768K -$19.5K -177 -2%
P
263
&Partners
Tennessee
$759K +$71K +646 +10%
MHIC
264
Marble Harbor Investment Counsel
Massachusetts
$753K – – –
BEAM
265
Baker Ellis Asset Management
Washington
$748K -$110K -1,000 -13%
CFG
266
Citizens Financial Group
Rhode Island
$734K +$25K +226 +4%
BCM
267
Brookstone Capital Management
Illinois
$729K +$309K +2,813 +74%
PPWP
268
Premier Path Wealth Partners
New Jersey
$727K -$3.52K -32 -0.5%
EWA
269
EP Wealth Advisors
California
$722K +$152K +1,385 +27%
PFS
270
Prospera Financial Services
Texas
$713K +$48K +437 +7%
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$696K – – –
US Bancorp
272
US Bancorp
Minnesota
$694K +$23.3K +212 +3%
HR
273
Hardy Reed
Mississippi
$694K – – –
Brown Advisory
274
Brown Advisory
Maryland
$682K +$26.5K +241 +4%
CHA
275
Carmichael Hill & Associates
Maryland
$682K +$45.7K +416 +7%
9 10
11
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