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Vanguard Financials ETF

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
SB
301
Simmons Bank
Arkansas
$345K -$3.9K -50 -1%
RPCONE
302
Retirement Planning Company of New England
Rhode Island
$343K -$4.13K -53 -1%
TWA
303
TCI Wealth Advisors
Arizona
$343K
PSCM
304
Per Stirling Capital Management
Texas
$339K
AWA
305
Arete Wealth Advisors
Illinois
$339K +$86.8K +1,115 +34%
CA
306
Continuum Advisory
Idaho
$338K +$6.08K +78 +2%
HCC
307
Hirtle Callaghan & Co
Pennsylvania
$337K
BWL
308
Bogart Wealth LLC
Virginia
$335K -$14.1K -181 -4%
WPC
309
Waters Parkerson & Co
Louisiana
$335K
CAMG
310
CWA Asset Management Group
Florida
$330K +$330K +4,237 New
HI
311
Harper Investing
California
$330K -$627K -8,054 -66%
OWA
312
Octavia Wealth Advisors
Ohio
$329K -$25.4K -326 -7%
IA
313
IFG Advisory
Georgia
$325K -$17.8K -229 -5%
WFA
314
WMG Financial Advisors
Tennessee
$318K -$2.88K -37 -0.9%
GL
315
Graypoint LLC
New York
$317K -$29.3K -376 -8%
BFG
316
Bleakley Financial Group
New Jersey
$315K -$726K -9,324 -70%
SS
317
Simplicity Solutions
Minnesota
$315K +$315K +4,039 New
IAMOG
318
Investors Asset Management of Georgia
Georgia
$314K
WPC
319
Wedmont Private Capital
Pennsylvania
$314K +$25.7K +332 +9%
VIM
320
Vista Investment Management
Pennsylvania
$309K
FCA
321
FinTrust Capital Advisors
South Carolina
$306K
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$303K -$28.1K -361 -8%
MF
323
Montis Financial
Massachusetts
$302K +$12.3K +158 +4%
SB
324
Strategic Blueprint
Georgia
$300K +$6.47K +83 +2%
Empower Advisory Group
325
Empower Advisory Group
Colorado
$298K +$298K +3,832 New