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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
301
EP Wealth Advisors
California
$427K -$32.5K -352 -7%
TLP
302
Trinity Legacy Partners
Texas
$423K -$15.2K -165 -3%
GGS
303
Galvin Gaustad & Stein
Arizona
$422K -$12.9K -140 -3%
MFC
304
Morris Financial Concepts
South Carolina
$422K – – –
NWM
305
NRI Wealth Management
California
$422K +$422K +4,570 New
PA
306
PFG Advisors
Arizona
$421K +$1.02K +11 +0.2%
PIA
307
Petredis Investment Advisors
Pennsylvania
$416K – – –
APP
308
Avantax Planning Partners
Iowa
$413K -$73K -791 -15%
Jones Financial Companies
309
Jones Financial Companies
Missouri
$413K +$88.1K +955 +27%
PRI
310
Prepared Retirement Institute
Pennsylvania
$411K +$411K +4,450 New
AFO
311
Arrowroot Family Office
California
$410K -$4.52K -49 -1%
BFG
312
Bouchey Financial Group
New York
$409K -$9.13K -99 -2%
FWM
313
Focused Wealth Management
New York
$409K -$1.66K -18 -0.4%
CB
314
Commerce Bank
Missouri
$407K +$112K +1,210 +38%
BW
315
Bison Wealth
Georgia
$406K -$30.2K -327 -7%
WAS
316
Winch Advisory Services
Wisconsin
$406K +$4.98K +54 +1%
MIG
317
McGuire Investment Group
Rhode Island
$403K +$110K +1,188 +37%
SB
318
Simmons Bank
Arkansas
$401K – – –
BlackRock
319
BlackRock
New York
$401K +$315K +3,415 +365%
HCC
320
Hirtle Callaghan & Co
Pennsylvania
$399K – – –
MFA
321
Mayflower Financial Advisors
Massachusetts
$395K -$1.66K -18 -0.4%
IA
322
IFG Advisory
Georgia
$392K +$369 +4 +0.1%
CAMG
323
CWA Asset Management Group
Florida
$391K -$20.3K -220 -5%
FTUS
324
Flow Traders U.S.
New York
$389K -$782K -8,472 -67%
WC
325
Waterloo Capital
Texas
$387K +$387K +4,196 New
11 12
13
14 15