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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
301
Galvin Gaustad & Stein
Arizona
$379K -$21.9K -273 -5%
TI
302
Trexquant Investment
Connecticut
$379K +$379K +4,713 New
FFA
303
Founders Financial Alliance
North Carolina
$378K +$12.6K +157 +3%
WPC
304
Waters Parkerson & Co
Louisiana
$378K – – –
CS
305
Comerica Securities
Michigan
$375K -$1.07M -13,246 -74%
CFG
306
Citizens Financial Group
Rhode Island
$369K +$2.02K +25 +0.6%
BAM
307
BTS Asset Management
Massachusetts
$369K -$331K -4,098 -47%
MFC
308
Morris Financial Concepts
South Carolina
$368K – – –
PA
309
PFG Advisors
Arizona
$365K -$24.7K -308 -6%
BFG
310
Bouchey Financial Group
New York
$365K -$71.6K -891 -16%
PIA
311
Petredis Investment Advisors
Pennsylvania
$362K – – –
AFO
312
Arrowroot Family Office
California
$361K -$8.11K -101 -2%
CAMG
313
CWA Asset Management Group
Florida
$358K +$17.7K +220 +5%
FWM
314
Focused Wealth Management
New York
$357K -$7.15K -89 -2%
AIA
315
Allied Investment Advisors
Montana
$356K +$356K +4,436 New
SB
316
Simmons Bank
Arkansas
$349K – – –
WAS
317
Winch Advisory Services
Wisconsin
$349K -$17.3K -215 -5%
HCC
318
Hirtle Callaghan & Co
Pennsylvania
$348K – – –
IAS
319
Insigneo Advisory Services
Florida
$346K +$346K +4,275 New
MFA
320
Mayflower Financial Advisors
Massachusetts
$345K -$7.63K -95 -2%
IA
321
IFG Advisory
Georgia
$341K +$341K +4,249 New
TWA
322
TCI Wealth Advisors
Arizona
$341K +$1.61K +20 +0.5%
BWL
323
Bogart Wealth LLC
Virginia
$336K -$9.4K -117 -3%
CA
324
Continuum Advisory
Idaho
$332K -$4.58K -57 -1%
IAMOG
325
Investors Asset Management of Georgia
Georgia
$328K – – –
11 12
13
14 15