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Vanguard Financials ETF
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Overview Fund Activity

700 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+75
Holders Change %
+12%
% of All Funds
9.32%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.4M
2
Wells Fargo
Wells Fargo
California
+$25.5M
3
A
Allianz
Germany
+$21.6M
4
PP
Prudential plc
United Kingdom
+$20M
5
AP
Advisors Preferred
Maryland
+$17.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$57.5M
2
Bank of America
Bank of America
North Carolina
-$47.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.5M
4
SF
Synovus Financial
Georgia
-$26.7M
5
MIS
Morningstar Investment Services
Illinois
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
251
Millennium Management
New York
$1.07M -$122K -1,037 -10%
Bessemer Group
252
Bessemer Group
New Jersey
$1.03M – – –
BCM
253
Brookstone Capital Management
Illinois
$1.02M +$240K +2,036 +31%
P
254
&Partners
Tennessee
$1.02M +$201K +1,690 +24%
WWM
255
Western Wealth Management
Colorado
$1.01M -$479K -4,054 -32%
GFP
256
Gryphon Financial Partners
Ohio
$1.01M – – –
OC
257
Optima Capital
Oregon
$993K +$993K +8,408 New
Baird Financial Group
258
Baird Financial Group
Wisconsin
$976K +$25.7K +218 +3%
VA
259
Valmark Advisers
Ohio
$972K +$92.5K +783 +11%
HFRG
260
Houlihan Financial Resource Group
Virginia
$949K +$236 +2 +0%
KWA
261
Kingswood Wealth Advisors
California
$946K +$503K +4,263 +114%
DWT
262
Dorsey & Whitney Trust
South Dakota
$945K – – –
PFS
263
Prospera Financial Services
Texas
$943K +$177K +1,496 +23%
CB
264
Community Bank
New York
$942K -$129K -1,090 -12%
Charles Schwab
265
Charles Schwab
California
$935K -$210K -1,776 -18%
TIAA Trust, National Association
266
TIAA Trust, National Association
North Carolina
$932K -$108K -911 -10%
CF
267
Claris Financial
Virginia
$926K +$926K +7,845 New
CWM
268
Cornerstone Wealth Management
Missouri
$926K +$21K +178 +2%
VCM
269
Vivaldi Capital Management
Illinois
$898K +$133K +1,057 +17%
CCA
270
Checchi Capital Advisers
California
$897K – – –
EWA
271
EP Wealth Advisors
California
$888K +$113K +953 +15%
AG
272
Ascent Group
Virginia
$888K -$29.6K -251 -3%
WIM
273
Westside Investment Management
California
$885K – – –
KPWS
274
Kestra Private Wealth Services
Texas
$882K +$17.6K +149 +2%
EPM
275
Elm Partners Management
Pennsylvania
$871K -$19.5K -165 -2%
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