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Vanguard Financials ETF
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Overview Fund Activity

563 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-40
Holders Change %
-6.63%
% of All Funds
9.52%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
202
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$119M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$11.4M
3
Goldman Sachs
Goldman Sachs
New York
+$7.49M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.4M
5
EWA
Evolution Wealth Advisors
Florida
+$6.22M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$530M
2
Ameriprise
Ameriprise
Minnesota
-$172M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$152M
4
Prudential Financial
Prudential Financial
New Jersey
-$126M
5
Bessemer Group
Bessemer Group
New Jersey
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$328K +$23.2K +300 +8%
PCA
327
Personal Capital Advisors
California
$324K -$133K -1,717 -29%
SB
328
Strategic Blueprint
Georgia
$324K -$14.6K -189 -4%
BWL
329
Bogart Wealth LLC
Virginia
$323K -$8.88K -115 -3%
EWA
330
Exencial Wealth Advisors
Oklahoma
$322K +$20K +259 +7%
WFA
331
WMG Financial Advisors
Tennessee
$317K -$13.4K -176 -4%
IAMOG
332
Investors Asset Management of Georgia
Georgia
$312K – – –
CAG
333
Crestwood Advisors Group
Massachusetts
$307K – – –
VIM
334
Vista Investment Management
Pennsylvania
$306K +$154 +2 +0.1%
CIM
335
Corbyn Investment Management
Maryland
$301K -$25.4K -329 -8%
MCM
336
Murphy Capital Management
New Jersey
$298K -$53.6K -695 -15%
WPC
337
Wedmont Private Capital
Pennsylvania
$298K -$8.11K -105 -3%
MSFS
338
Main Street Financial Solutions
Pennsylvania
$298K +$464 +6 +0.2%
FCA
339
FinTrust Capital Advisors
South Carolina
$297K -$6.35K -79 -2%
PA
340
Parallel Advisors
California
$290K +$2.39K +31 +0.8%
MF
341
Montis Financial
Massachusetts
$288K – – –
SEIA
342
Signature Estate & Investment Advisors
California
$286K +$29K +376 +11%
PAS
343
Park Avenue Securities
New York
$282K -$19.7K -255 -7%
TPW
344
TL Private Wealth
Texas
$280K +$1.09K +14 +0.4%
IA
345
IFG Advisory
Georgia
$278K +$231 +3 +0.1%
CFG
346
Citizens Financial Group
Rhode Island
$274K +$1.46K +19 +0.5%
PWM
347
PRW Wealth Management
Massachusetts
$272K +$10.9K +141 +4%
BFA
348
Bragg Financial Advisors
North Carolina
$271K -$84.2K -1,089 -24%
FHC
349
First Heartland Consultants
Missouri
$270K – – –
LNC
350
Lincoln National Corp
Pennsylvania
$270K +$1.24K +16 +0.5%
12 13
14
15 16