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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
301
Redwood Financial Network
Ohio
$522K +$522K +5,585 New
MHS
302
M Holdings Securities
Oregon
$521K +$521K +5,577 New
AW
303
Avion Wealth
Texas
$515K +$515K +5,513 New
CA
304
Cetera Advisors
Colorado
$514K +$74.6K +798 +17%
SVWAG
305
Sound View Wealth Advisors Group
Georgia
$508K +$56.4K +604 +12%
SFA
306
Sequoia Financial Advisors
Ohio
$501K +$102K +1,096 +26%
HWA
307
HHM Wealth Advisors
Tennessee
$500K +$127K +1,355 +34%
NF
308
Norwood Financial
Pennsylvania
$494K -$46.2K -495 -9%
FWM
309
Focused Wealth Management
New York
$493K +$4.57K +49 +0.9%
NFG
310
Nations Financial Group
Iowa
$491K +$164K +1,752 +50%
Nomura Asset Management
311
Nomura Asset Management
Japan
$486K -$1.99M -21,300 -80%
SPA
312
Sentinel Pension Advisors
Massachusetts
$480K -$371K -3,974 -44%
Deutsche Bank
313
Deutsche Bank
Germany
$480K – – –
FFA
314
Founders Financial Alliance
North Carolina
$475K +$51.9K +555 +12%
KPCM
315
Kings Point Capital Management
New York
$472K +$17.9K +192 +4%
ECM
316
Evergreen Capital Management
Washington
$463K -$8.97K -96 -2%
CFA
317
Compass Financial Advisors
Indiana
$463K +$127K +1,364 +38%
MG
318
Mather Group
Illinois
$462K +$462K +4,944 New
SMA
319
Sage Mountain Advisors
Georgia
$459K – – –
SB
320
Simmons Bank
Arkansas
$447K +$1.21K +13 +0.3%
MP
321
McDonald Partners
Ohio
$446K -$2.19M -23,375 -83%
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$442K +$35.5K +368 +9%
UIA
323
Ulland Investment Advisors
Minnesota
$441K -$599K -6,420 -58%
SCA
324
Spearhead Capital Advisors
Florida
$431K -$108K -1,159 -20%
WPC
325
Waters Parkerson & Co
Louisiana
$430K – – –
11 12
13
14 15