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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$217M
2
Bank of America
Bank of America
North Carolina
+$114M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.9M
5
NYLIM
New York Life Investment Management
New York
+$8.59M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$66.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
301
Bogart Wealth LLC
Virginia
$349K – – –
CF
302
Centaurus Financial
California
$347K -$394K -4,856 -53%
CAMG
303
CWA Asset Management Group
Florida
$344K – – –
TWA
304
TCI Wealth Advisors
Arizona
$343K -$14.9K -183 -4%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$342K -$80.4K -990 -19%
CA
306
Continuum Advisory
Idaho
$341K -$11.8K -145 -3%
OBWG
307
Onyx Bridge Wealth Group
New York
$340K +$80.6K +992 +31%
WPC
308
Wedmont Private Capital
Pennsylvania
$337K – – –
IAMOG
309
Investors Asset Management of Georgia
Georgia
$336K +$8.12K +100 +2%
OWA
310
Octavia Wealth Advisors
Ohio
$334K -$11.1K -136 -3%
IA
311
IFP Advisors
Florida
$331K -$274K -3,378 -45%
GL
312
Graypoint LLC
New York
$331K – – –
VIM
313
Vista Investment Management
Pennsylvania
$323K – – –
Vanguard Group
314
Vanguard Group
Pennsylvania
$320K +$320K +3,938 New
Empower Advisory Group
315
Empower Advisory Group
Colorado
$318K +$6.82K +84 +2%
AWA
316
Arete Wealth Advisors
Illinois
$318K -$36.4K -447 -10%
MF
317
Montis Financial
Massachusetts
$315K – – –
CWM
318
Collaborative Wealth Management
Florida
$315K -$180K -2,214 -36%
SB
319
Strategic Blueprint
Georgia
$311K -$2.36K -29 -0.8%
SL
320
SWMG LLC
Texas
$308K -$1.87K -23 -0.6%
FCA
321
FinTrust Capital Advisors
South Carolina
$306K – – –
KWA
322
Kingswood Wealth Advisors
California
$305K +$305K +3,750 New
MFGM
323
Marshall Financial Group (Maryland)
Maryland
$301K – – –
CD
324
Chapin Davis
Maryland
$292K +$2.19K +27 +0.8%
PFA
325
Pure Financial Advisors
California
$291K +$291K +3,588 New
11 12
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