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Vanguard Financials ETF
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Overview Fund Activity

543 hedge funds and large institutions have $4.09B invested in Vanguard Financials ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 191 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
9.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
45
Increased
151
Reduced
191
Closed
59
Calls
$5.75M
Puts
$2.71M
Net Calls
+$3.05M
Net Calls Change
+$2.7M

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
+$132M
2
MMEA
Main Management ETF Advisors
California
+$25.3M
3
Ameriprise
Ameriprise
Minnesota
+$8.97M
4
PP
Prudential plc
United Kingdom
+$6.03M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$5.68M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$58.3M
2
Morgan Stanley
Morgan Stanley
New York
-$55.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11.1M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
301
Winch Advisory Services
Wisconsin
$334K – – –
RPCONE
302
Retirement Planning Company of New England
Rhode Island
$332K +$3.42K +46 +1%
MWM
303
Meridian Wealth Management
Kentucky
$331K +$331K +4,450 New
HWM
304
Howard Wealth Management
Connecticut
$330K +$330K +4,439 New
CA
305
Continuum Advisory
Idaho
$323K +$818 +11 +0.3%
HCC
306
Hirtle Callaghan & Co
Pennsylvania
$322K – – –
BWL
307
Bogart Wealth LLC
Virginia
$318K +$6.84K +92 +2%
EFS
308
Econ Financial Services
Pennsylvania
$316K +$316K +4,248 New
FCA
309
FinTrust Capital Advisors
South Carolina
$307K +$12.8K +161 +4%
PCA
310
Personal Capital Advisors
California
$304K -$8.87K -119 -3%
BWM
311
Birchcreek Wealth Management
Ohio
$304K +$60.2K +809 +25%
BWA
312
BDO Wealth Advisors
Florida
$303K +$170K +2,285 +128%
GL
313
Graypoint LLC
New York
$302K +$51.7K +694 +21%
IAMOG
314
Investors Asset Management of Georgia
Georgia
$301K – – –
WFA
315
WMG Financial Advisors
Tennessee
$299K -$6.38K -87 -2%
MFGM
316
Marshall Financial Group (Maryland)
Maryland
$297K -$26.3K -353 -8%
CAG
317
Crestwood Advisors Group
Massachusetts
$296K – – –
VIM
318
Vista Investment Management
Pennsylvania
$296K – – –
WIA
319
World Investment Advisors
California
$294K -$3.14K -42 -1%
CG
320
Cutler Group
California
$294K +$249K +3,358 +560%
CB
321
Commerce Bank
Missouri
$292K -$37.7K -506 -11%
CIM
322
Corbyn Investment Management
Maryland
$291K – – –
WPC
323
Wedmont Private Capital
Pennsylvania
$287K -$522 -7 -0.2%
MSFS
324
Main Street Financial Solutions
Pennsylvania
$284K -$3.43K -46 -1%
IA
325
IFG Advisory
Georgia
$283K +$14.6K +197 +5%
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