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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
301
D'Orazio & Associates
Virginia
$403K +$1.82K +22 +0.5%
FWM
302
Focused Wealth Management
New York
$402K +$579 +7 +0.1%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$401K +$14.7K +178 +4%
MA
304
Montag & Associates
Georgia
$399K +$205K +2,483 +106%
TRCT
305
Tower Research Capital (TRC)
New York
$396K +$379K +4,583 +2,236%
TCM
306
True Capital Management
California
$387K +$387K +4,682 New
WIA
307
World Investment Advisors
California
$383K +$57.4K +694 +18%
CB
308
Cadence Bank
Mississippi
$381K – – –
MFC
309
Morris Financial Concepts
South Carolina
$379K – – –
OWA
310
Octavia Wealth Advisors
Ohio
$376K -$16.7K -202 -4%
WAS
311
Winch Advisory Services
Wisconsin
$375K +$3.88K +47 +1%
PIA
312
Petredis Investment Advisors
Pennsylvania
$373K +$373K +4,513 New
BFG
313
Bouchey Financial Group
New York
$373K -$21.7M -261,984 -98%
BWL
314
Bogart Wealth LLC
Virginia
$371K +$17K +206 +5%
SB
315
Simmons Bank
Arkansas
$370K -$26.6K -321 -7%
RPCONE
316
Retirement Planning Company of New England
Rhode Island
$369K +$248 +3 +0.1%
GL
317
Graypoint LLC
New York
$368K +$32.3K +391 +10%
TWA
318
TCI Wealth Advisors
Arizona
$364K -$40.5K -490 -10%
IA
319
IFG Advisory
Georgia
$364K +$49.3K +596 +16%
PSCM
320
Per Stirling Capital Management
Texas
$360K +$360K +4,355 New
HCC
321
Hirtle Callaghan & Co
Pennsylvania
$358K – – –
WPC
322
Waters Parkerson & Co
Louisiana
$356K -$24.8K -300 -7%
EFS
323
Econ Financial Services
Pennsylvania
$355K +$3.48K +42 +1%
HSA
324
HBK Sorce Advisory
Pennsylvania
$354K +$127K +1,537 +56%
CA
325
Continuum Advisory
Idaho
$352K -$6.87K -83 -2%
11 12
13
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