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Vanguard Financials ETF

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
SL
326
SWMG LLC
Texas
$297K -$4.21K -54 -1%
BFA
327
Bragg Financial Advisors
North Carolina
$290K +$28.8K +370 +11%
MFGM
328
Marshall Financial Group (Maryland)
Maryland
$288K -$6.62K -85 -2%
BWA
329
BDO Wealth Advisors
Florida
$283K -$22.8K -293 -7%
CFG
330
Citizens Financial Group
Rhode Island
$282K +$1.56K +20 +0.6%
CD
331
Chapin Davis
Maryland
$278K +$278K +3,571 New
JHP
332
James Hambro & Partners
United Kingdom
$278K -$117K -1,503 -30%
LNC
333
Lincoln National Corp
Pennsylvania
$277K -$9.12K -117 -3%
FA
334
Fiduciary Alliance
South Carolina
$274K
CAG
335
Crestwood Advisors Group
Massachusetts
$273K -$37.5K -481 -12%
FFN
336
Focus Financial Network
Minnesota
$267K +$1.09K +14 +0.4%
BAM
337
BOS Asset Management
Illinois
$265K +$234 +3 +0.1%
MCWS
338
McKinley Carter Wealth Services
West Virginia
$264K +$467 +6 +0.2%
CC
339
Courier Capital
New York
$264K
BAM
340
Belpointe Asset Management
Nevada
$260K +$19.4K +249 +8%
TCPWM
341
Traverso Chambers Private Wealth Management
California
$256K
FTUS
342
Flow Traders U.S.
New York
$256K +$256K +3,283 New
GRP
343
Global Retirement Partners
California
$255K -$10.7K -140 -4%
TPW
344
TL Private Wealth
Texas
$254K -$29.6K -380 -10%
MWM
345
Maltin Wealth Management
New Jersey
$250K -$4.83K -62 -2%
WT
346
Whittier Trust
California
$250K -$2.34K -30 -0.9%
OBWG
347
Onyx Bridge Wealth Group
New York
$249K -$8.33K -107 -3%
FBC
348
Fairfield, Bush & Co
Connecticut
$249K
MSFS
349
Main Street Financial Solutions
Pennsylvania
$246K -$39.9K -512 -14%
WS
350
Wedbush Securities
California
$246K +$10.5K +135 +4%