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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$217M
2
Bank of America
Bank of America
North Carolina
+$114M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.9M
5
NYLIM
New York Life Investment Management
New York
+$8.59M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$66.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
326
FDx Advisors
Illinois
$288K +$288K +3,540 New
FA
327
Fiduciary Alliance
South Carolina
$286K – – –
USCWA
328
U.S. Capital Wealth Advisors
Texas
$286K +$286K +3,516 New
CWM
329
C2C Wealth Management
Arizona
$285K +$60K +713 +27%
CAG
330
Crestwood Advisors Group
Massachusetts
$284K – – –
BAM
331
BOS Asset Management
Illinois
$277K – – –
RJT
332
Raymond James Trust
Florida
$275K +$34.3K +422 +14%
TSWM
333
Tyler-Stone Wealth Management
Ohio
$275K +$275K +3,389 New
BFA
334
Bragg Financial Advisors
North Carolina
$273K -$30.3K -373 -10%
CC
335
Courier Capital
New York
$270K -$4.96K -61 -2%
KeyBank National Association
336
KeyBank National Association
Ohio
$268K +$17.1K +210 +7%
TCPWM
337
Traverso Chambers Private Wealth Management
California
$267K – – –
TPW
338
TL Private Wealth
Texas
$267K +$1.22K +15 +0.5%
FTUS
339
Flow Traders U.S.
New York
$266K -$894 -11 -0.3%
MCWS
340
McKinley Carter Wealth Services
West Virginia
$264K -$11.6K -143 -4%
MWM
341
Maltin Wealth Management
New Jersey
$263K +$2.03K +25 +0.8%
WT
342
Whittier Trust
California
$260K – – –
FBC
343
Fairfield, Bush & Co
Connecticut
$259K – – –
BDF
344
Black Diamond Financial
Maryland
$256K – – –
CIA
345
Capital Investment Advisors
Georgia
$254K -$1.22K -15 -0.5%
NEWAS
346
N.E.W. Advisory Services
Wisconsin
$254K – – –
TPCW
347
TD Private Client Wealth
New York
$253K +$3.17K +39 +1%
FWM
348
FSA Wealth Management
Massachusetts
$253K +$253K +3,111 New
AWA
349
Amplius Wealth Advisors
Pennsylvania
$251K – – –
MSFS
350
Main Street Financial Solutions
Pennsylvania
$249K -$7.8K -96 -3%
12 13
14
15 16