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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.8M
2
Morgan Stanley
Morgan Stanley
New York
+$42.5M
3
MW
Marks Wealth
Maryland
+$35.3M
4
Ameriprise
Ameriprise
Minnesota
+$33.6M
5
Wells Fargo
Wells Fargo
California
+$16.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$98.1M
2
Citigroup
Citigroup
New York
-$62.5M
3
ETC
Exchange Traded Concepts
Oklahoma
-$34.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$9.1M
5
MIM
Morningstar Investment Management
Illinois
-$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
326
Prime Capital Investment Advisors
Kansas
$413K +$182K +1,890 +79%
SFA
327
Sequoia Financial Advisors
Ohio
$412K +$412K +4,265 New
Bank of Montreal
328
Bank of Montreal
Ontario, Canada
$410K +$19.9K +205 +5%
CC
329
Courier Capital
New York
$405K -$48.3K -500 -11%
BTIM
330
BancFirst Trust & Investment Management
Oklahoma
$398K +$398K +4,125 New
PA
331
PFG Advisors
Arizona
$395K +$9.85K +102 +3%
MFC
332
Morris Financial Concepts
South Carolina
$395K +$395K +4,087 New
PAS
333
Park Avenue Securities
New York
$394K -$1.84K -19 -0.5%
TCWM
334
Total Clarity Wealth Management
Illinois
$393K -$15.8K -164 -4%
WIA
335
World Investment Advisors
California
$392K +$392K +3,939 New
IAMOG
336
Investors Asset Management of Georgia
Georgia
$390K – – –
PFGIA
337
Patriot Financial Group Insurance Agency
Massachusetts
$387K -$35.3K -366 -8%
HWA
338
HHM Wealth Advisors
Tennessee
$386K +$193K +2,000 +100%
FHA
339
Flagship Harbor Advisors
Massachusetts
$385K -$31.4K -325 -8%
VIM
340
Vista Investment Management
Pennsylvania
$385K +$16.8K +174 +5%
CAG
341
Crestwood Advisors Group
Massachusetts
$384K – – –
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$381K – – –
WFA
343
WMG Financial Advisors
Tennessee
$379K +$379K +3,913 New
FCA
344
FinTrust Capital Advisors
South Carolina
$376K -$10.9K -113 -3%
CAM
345
Cresset Asset Management
Illinois
$369K +$55.8K +576 +18%
MFGM
346
Marshall Financial Group (Maryland)
Maryland
$366K -$41.4K -429 -10%
MF
347
Montis Financial
Massachusetts
$360K – – –
PA
348
Parallel Advisors
California
$360K +$3.19K +33 +0.9%
MSFS
349
Main Street Financial Solutions
Pennsylvania
$358K -$14.2K -147 -4%
GL
350
Graypoint LLC
New York
$353K – – –
12 13
14
15 16