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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
276
Stephens Inc
Arkansas
$598K +$14.7K +144 +3%
AC
277
Avestar Capital
New York
$588K +$588K +5,740 New
SVWAG
278
Sound View Wealth Advisors Group
Georgia
$585K -$198K -1,933 -25%
PFS
279
Prospera Financial Services
Texas
$574K +$315K +3,077 +122%
CAG
280
Crestwood Advisors Group
Massachusetts
$569K – – –
WPW
281
Waldron Private Wealth
Pennsylvania
$568K +$568K +5,550 New
WN
282
Williams & Novak
California
$564K – – –
Brown Advisory
283
Brown Advisory
Maryland
$562K +$21.4K +209 +4%
Wealthfront Advisers
284
Wealthfront Advisers
California
$559K -$75.9K -741 -12%
LIM
285
Leavell Investment Management
Alabama
$558K -$119K -1,164 -18%
VVP
286
Venture Visionary Partners
Ohio
$558K +$19.1K +187 +4%
CHA
287
Carmichael Hill & Associates
Maryland
$556K -$3.79K -37 -0.7%
CIBC World Market
288
CIBC World Market
Ontario, Canada
$555K +$151K +1,474 +37%
Barclays
289
Barclays
United Kingdom
$553K -$14.9M -145,320 -96%
CSPIA
290
Cary Street Partners Investment Advisory
Virginia
$545K -$201K -1,965 -27%
Bank of New York Mellon
291
Bank of New York Mellon
New York
$539K +$130K +1,266 +32%
SCM
292
Spreng Capital Management
Ohio
$535K – – –
YIH
293
Y-Intercept (HK)
Hong Kong
$531K +$531K +5,188 New
WA
294
Wealthstar Advisors
Texas
$528K -$59.1K -577 -10%
ECM
295
Evergreen Capital Management
Washington
$528K +$9.73K +95 +2%
JWCA
296
J.W. Cole Advisors
Florida
$528K +$286K +2,794 +118%
CPSC
297
Carl P. Sherr & Co
Massachusetts
$522K +$1.02K +10 +0.2%
MA
298
MAS Advisors
Florida
$519K – – –
VCM
299
Vivaldi Capital Management
Illinois
$518K +$191K +1,885 +59%
CG
300
Caprock Group
Idaho
$517K – – –
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