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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
276
B. Riley Wealth Advisors
Florida
$509K -$53.4K -579 -10%
CHA
277
Carmichael Hill & Associates
Maryland
$504K -$28K -304 -5%
RJT
278
Raymond James Trust
Florida
$496K +$184K +1,995 +59%
MCM
279
MAI Capital Management
Ohio
$493K -$50.3K -545 -9%
Brown Advisory
280
Brown Advisory
Maryland
$488K +$7.66K +83 +2%
VVP
281
Venture Visionary Partners
Ohio
$485K -$16.4K -178 -3%
QCM
282
QRG Capital Management
Illinois
$484K +$484K +5,247 New
SCM
283
Spreng Capital Management
Ohio
$482K -$27.7K -300 -5%
NF
284
Norwood Financial
Pennsylvania
$479K +$554 +6 +0.1%
LAM
285
Lewis Asset Management
California
$477K +$477K +5,167 New
Prudential Financial
286
Prudential Financial
New Jersey
$474K -$51.9K -563 -10%
GC
287
Gilbert & Cook
Iowa
$472K -$100K -1,089 -18%
CPSC
288
Carl P. Sherr & Co
Massachusetts
$470K -$46.6K -505 -9%
MA
289
MAS Advisors
Florida
$467K – – –
ECM
290
Evergreen Capital Management
Washington
$467K +$1.38K +15 +0.3%
CG
291
Caprock Group
Idaho
$465K – – –
MAM
292
Mainsail Asset Management
Alabama
$465K +$465K +5,038 New
KWA
293
Kingswood Wealth Advisors
California
$463K +$117K +1,273 +34%
HWM
294
Howard Wealth Management
Connecticut
$452K -$21.7K -235 -5%
OHWA
295
Oak Hill Wealth Advisors
Virginia
$448K – – –
CFGSD
296
Compass Financial Group (South Dakota)
South Dakota
$442K +$2.49K +27 +0.6%
NEPWA
297
New England Private Wealth Advisors
Massachusetts
$438K +$438K +4,748 New
WPC
298
Waters Parkerson & Co
Louisiana
$434K – – –
FCM
299
Family Capital Management
Michigan
$427K -$101K -1,100 -19%
FFA
300
Founders Financial Alliance
North Carolina
$427K -$7.57K -82 -2%
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