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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
276
Wealthstar Advisors
Texas
$509K +$1.16K +14 +0.2%
WPW
277
Waldron Private Wealth
Pennsylvania
$508K – – –
HR
278
Hardy Reed
Mississippi
$506K +$506K +6,116 New
MHIC
279
Marble Harbor Investment Counsel
Massachusetts
$505K +$91K +1,100 +22%
GVAG
280
Great Valley Advisor Group
Delaware
$502K -$42.2K -511 -8%
E
281
ETFidea
New York
$495K – – –
APP
282
Avantax Planning Partners
Iowa
$489K -$60.6K -732 -11%
PAG
283
Private Advisor Group
New Jersey
$480K +$84.6K +5,548 +21%
OHWA
284
Oak Hill Wealth Advisors
Virginia
$480K +$480K +5,798 New
Brown Advisory
285
Brown Advisory
Maryland
$476K +$10.4K +126 +2%
SPC
286
Sigma Planning Corp
Michigan
$461K -$111K -1,347 -19%
HWM
287
Howard Wealth Management
Connecticut
$443K +$76.1K +920 +21%
RFN
288
Redwood Financial Network
Ohio
$441K +$1.9K +23 +0.4%
Lido Advisors
289
Lido Advisors
California
$437K +$28.5K +344 +7%
NF
290
Norwood Financial
Pennsylvania
$435K -$2.9K -35 -0.7%
CIBC World Market
291
CIBC World Market
Ontario, Canada
$435K +$34.8K +420 +9%
FFA
292
Founders Financial Alliance
North Carolina
$433K +$4.47K +54 +1%
NFG
293
Nations Financial Group
Iowa
$432K -$6.21K -75 -1%
T
294
TCWP
Ohio
$427K +$35.4K +424 +9%
JHP
295
James Hambro & Partners
United Kingdom
$420K -$963K -11,635 -70%
CFA
296
Compass Financial Advisors
Indiana
$416K +$1.32K +16 +0.3%
PA
297
PFG Advisors
Arizona
$415K +$18.5K +224 +5%
ECM
298
Evergreen Capital Management
Washington
$412K +$1.24K +15 +0.3%
CPSC
299
Carl P. Sherr & Co
Massachusetts
$410K +$34.4K +416 +9%
EWA
300
EP Wealth Advisors
California
$406K +$406K +4,903 New
10 11
12
13 14