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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$352K -$22.9K -277 -6%
PIA
327
Panoramic Investment Advisors
Colorado
$344K +$344K +4,160 New
CB
328
Commerce Bank
Missouri
$342K +$18.3K +221 +6%
WFA
329
WMG Financial Advisors
Tennessee
$341K +$2.98K +36 +0.9%
PFS
330
Prospera Financial Services
Texas
$340K +$73.5K +888 +28%
IAMOG
331
Investors Asset Management of Georgia
Georgia
$334K – – –
CAG
332
Crestwood Advisors Group
Massachusetts
$329K – – –
VIM
333
Vista Investment Management
Pennsylvania
$329K +$83 +1 +0%
PCA
334
Personal Capital Advisors
California
$326K -$11.8K -143 -4%
BWA
335
BDO Wealth Advisors
Florida
$325K -$11.6K -140 -3%
SL
336
SWMG LLC
Texas
$320K -$287K -3,475 -47%
WPC
337
Wedmont Private Capital
Pennsylvania
$319K -$10.6K -124 -3%
JWCA
338
J.W. Cole Advisors
Florida
$317K -$542K -6,551 -63%
Marshall Wace
339
Marshall Wace
United Kingdom
$314K -$460K -5,564 -59%
MFGM
340
Marshall Financial Group (Maryland)
Maryland
$313K -$16.8K -203 -5%
SB
341
Strategic Blueprint
Georgia
$312K +$662 +8 +0.2%
TPW
342
TL Private Wealth
Texas
$310K +$1.79K +21 +0.6%
MF
343
Montis Financial
Massachusetts
$308K – – –
PP
344
Prudential plc
United Kingdom
$306K -$6.4M -77,300 -95%
FCA
345
FinTrust Capital Advisors
South Carolina
$306K -$13.3K -161 -4%
MSFS
346
Main Street Financial Solutions
Pennsylvania
$304K -$11.2K -135 -4%
LNC
347
Lincoln National Corp
Pennsylvania
$304K +$18.7K +226 +7%
PA
348
Parallel Advisors
California
$298K -$15.1K -183 -5%
CFG
349
Citizens Financial Group
Rhode Island
$298K +$3.97K +48 +1%
MOS
350
MGO One Seven
Ohio
$294K -$21.8K -263 -7%
12 13
14
15 16