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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
326
Cadence Bank
Mississippi
$430K – – –
BFA
327
Bragg Financial Advisors
North Carolina
$429K -$8.03K -86 -2%
GVAG
328
Great Valley Advisor Group
Delaware
$428K +$94 +1 +0%
MFC
329
Morris Financial Concepts
South Carolina
$428K +$45.9K +491 +12%
MCWS
330
McKinley Carter Wealth Services
West Virginia
$425K +$13.2K +141 +3%
MCM
331
Murphy Capital Management
New Jersey
$425K +$23.8K +255 +6%
RPCONE
332
Retirement Planning Company of New England
Rhode Island
$419K +$2.24K +24 +0.5%
WAS
333
Winch Advisory Services
Wisconsin
$413K -$45.1K -482 -10%
PCIA
334
Prime Capital Investment Advisors
Kansas
$413K – – –
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$412K +$38K +407 +10%
EWA
336
EP Wealth Advisors
California
$409K -$33.2K -356 -8%
SB
337
Strategic Blueprint
Georgia
$409K +$123K +1,313 +43%
WFA
338
WMG Financial Advisors
Tennessee
$408K +$40.4K +430 +11%
PA
339
PFG Advisors
Arizona
$407K +$25K +268 +7%
HCC
340
Hirtle Callaghan & Co
Pennsylvania
$404K – – –
BWL
341
Bogart Wealth LLC
Virginia
$401K – – –
CIM
342
Corbyn Investment Management
Maryland
$395K -$55.7K -597 -12%
CPSC
343
Carl P. Sherr & Co
Massachusetts
$393K +$126K +1,345 +47%
MSWMA
344
Market Street Wealth Management Advisors
Indiana
$391K +$391K +4,192 New
HWM
345
Howard Wealth Management
Connecticut
$389K +$82.9K +888 +27%
MA
346
MAS Advisors
Florida
$386K +$47.3K +496 +14%
EVM
347
Eaton Vance Management
Massachusetts
$380K +$49.9K +534 +15%
IAMOG
348
Investors Asset Management of Georgia
Georgia
$377K – – –
ACI
349
Alpha Cubed Investments
California
$373K -$44.4K -475 -11%
CAG
350
Crestwood Advisors Group
Massachusetts
$372K – – –
12 13
14
15 16