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Vanguard Financials ETF

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Shares
Change %
TCPWM
326
Traverso Chambers Private Wealth Management
California
$312K -$30.4K -329 -9%
LNC
327
Lincoln National Corp
Pennsylvania
$310K
RMDI
328
R.M. Davis Inc
Maine
$310K +$310K +3,348 New
FHC
329
First Heartland Consultants
Missouri
$309K -$143K -1,547 -32%
EWA
330
EP Wealth Advisors
California
$306K +$32.1K +347 +12%
MP
331
McDonald Partners
Ohio
$305K
Wealthfront Advisers
332
Wealthfront Advisers
California
$302K -$304K -3,276 -50%
CT
333
Cambridge Trust
Massachusetts
$301K
CAM
334
Cresset Asset Management
Illinois
$301K +$50.7K +545 +20%
BAM
335
Belpointe Asset Management
Nevada
$300K +$16.1K +174 +6%
SSWM
336
Sheets Smith Wealth Management
North Carolina
$300K +$27.1K +292 +10%
FCFC
337
First Commonwealth Financial Corp
Pennsylvania
$296K
FHB
338
First Hawaiian Bank
Hawaii
$295K -$1.67K -18 -0.6%
HIC
339
Holderness Investments Company
North Carolina
$294K +$2.32K +25 +0.8%
MC
340
Moors & Cabot
Massachusetts
$293K -$930 -10 -0.3%
MWM
341
Maltin Wealth Management
New Jersey
$293K
BDF
342
Black Diamond Financial
Maryland
$292K
WP
343
WealthSource Partners
California
$291K
IA
344
IFP Advisors
Florida
$291K +$53K +572 +22%
Millennium Management
345
Millennium Management
New York
$291K +$291K +3,146 New
FFWA
346
FRG Family Wealth Advisors
Washington
$287K
NEWAS
347
N.E.W. Advisory Services
Wisconsin
$284K -$41.8K -450 -13%
SB
348
Strategic Blueprint
Georgia
$284K -$24.7K -267 -8%
WS
349
Wedbush Securities
California
$283K +$20.8K +224 +8%
AIM
350
Anchor Investment Management
South Carolina
$282K -$25.3K -273 -8%