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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
301
Mainsail Asset Management
Alabama
$516K – – –
EW
302
Evoke Wealth
California
$513K +$513K +5,013 New
LAM
303
Lewis Asset Management
California
$512K -$17K -166 -3%
MIG
304
McGuire Investment Group
Rhode Island
$511K +$63.8K +623 +14%
NF
305
Norwood Financial
Pennsylvania
$504K -$27.6K -270 -5%
CF
306
Centaurus Financial
California
$504K -$217K -2,116 -30%
EWA
307
EP Wealth Advisors
California
$498K +$24.5K +239 +5%
FCM
308
Family Capital Management
Michigan
$496K +$21.6K +211 +5%
BRWA
309
B. Riley Wealth Advisors
Florida
$492K +$46.8K +579 +11%
CFGSD
310
Compass Financial Group (South Dakota)
South Dakota
$491K +$819 +8 +0.2%
HWM
311
Howard Wealth Management
Connecticut
$490K -$11.9K -116 -2%
AM
312
AGF Management
Ontario, Canada
$489K +$489K +4,780 New
NEPWA
313
New England Private Wealth Advisors
Massachusetts
$486K +$817 +8 +0.2%
RJT
314
Raymond James Trust
Florida
$484K -$66.7K -651 -12%
APP
315
Avantax Planning Partners
Iowa
$482K +$22.9K +224 +5%
WPC
316
Waters Parkerson & Co
Louisiana
$481K – – –
PAS
317
Park Avenue Securities
New York
$479K +$251K +2,452 +110%
RFN
318
Redwood Financial Network
Ohio
$476K +$106K +1,038 +29%
FFA
319
Founders Financial Alliance
North Carolina
$474K +$717 +7 +0.2%
PI
320
PFG Investments
New York
$472K +$472K +4,613 New
MFC
321
Morris Financial Concepts
South Carolina
$469K – – –
PA
322
PFG Advisors
Arizona
$467K – – –
PIA
323
Petredis Investment Advisors
Pennsylvania
$462K – – –
NPFS
324
Novak & Powell Financial Services
Florida
$460K +$2.35K +77 +0.5%
QCM
325
QRG Capital Management
Illinois
$458K -$78.9K -771 -15%
11 12
13
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