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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$217M
2
Bank of America
Bank of America
North Carolina
+$114M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.9M
5
NYLIM
New York Life Investment Management
New York
+$8.59M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$66.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
276
Qube Research & Technologies (QRT)
United Kingdom
$422K -$91.6K -471 -18%
NF
277
Norwood Financial
Pennsylvania
$422K – – –
CG
278
Caprock Group
Idaho
$412K -$391K -4,791 -49%
MA
279
MAS Advisors
Florida
$412K -$569K -7,005 -58%
ECM
280
Evergreen Capital Management
Washington
$410K +$4.55K +56 +1%
Wealthfront Advisers
281
Wealthfront Advisers
California
$409K -$254K -3,121 -38%
NFG
282
Nations Financial Group
Iowa
$406K -$19K -234 -4%
GGS
283
Galvin Gaustad & Stein
Arizona
$405K -$16.2K -200 -4%
BW
284
Bison Wealth
Georgia
$402K +$402K +4,951 New
SS
285
Simplicity Solutions
Minnesota
$397K +$68.6K +845 +21%
BFG
286
Bleakley Financial Group
New Jersey
$397K +$68.6K +845 +21%
PA
287
PFG Advisors
Arizona
$395K -$5.77K -71 -1%
WPC
288
Waters Parkerson & Co
Louisiana
$382K +$32.5K +400 +9%
EWA
289
EP Wealth Advisors
California
$374K -$181K -4,497 -33%
AFO
290
Arrowroot Family Office
California
$373K -$15.8K -195 -4%
MFC
291
Morris Financial Concepts
South Carolina
$372K – – –
WAS
292
Winch Advisory Services
Wisconsin
$370K – – –
FFA
293
Founders Financial Alliance
North Carolina
$370K -$70.3K -866 -16%
CFG
294
Citizens Financial Group
Rhode Island
$369K +$74.5K +917 +25%
FWM
295
Focused Wealth Management
New York
$369K -$24.6K -303 -6%
PIA
296
Petredis Investment Advisors
Pennsylvania
$367K -$203K -2,500 -36%
MFA
297
Mayflower Financial Advisors
Massachusetts
$357K +$357K +4,394 New
RPCONE
298
Retirement Planning Company of New England
Rhode Island
$355K -$3.25K -40 -0.9%
SB
299
Simmons Bank
Arkansas
$353K -$6.09K -75 -2%
HCC
300
Hirtle Callaghan & Co
Pennsylvania
$352K – – –
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