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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
326
Graypoint LLC
New York
$327K – – –
WPC
327
Wedmont Private Capital
Pennsylvania
$325K – – –
Vanguard Group
328
Vanguard Group
Pennsylvania
$319K +$2.65K +33 +0.8%
PFA
329
Pure Financial Advisors
California
$319K +$30.4K +378 +11%
VIM
330
Vista Investment Management
Pennsylvania
$317K -$2.01K -25 -0.6%
SB
331
Strategic Blueprint
Georgia
$317K +$9.48K +118 +3%
IA
332
IFP Advisors
Florida
$315K -$12.6K -157 -4%
MF
333
Montis Financial
Massachusetts
$312K – – –
AWA
334
Arete Wealth Advisors
Illinois
$312K -$2.25K -28 -0.7%
OBWG
335
Onyx Bridge Wealth Group
New York
$311K -$25.4K -316 -8%
CIBC World Market
336
CIBC World Market
Ontario, Canada
$309K -$28.7K -358 -9%
OWA
337
Octavia Wealth Advisors
Ohio
$307K -$23.4K -290 -7%
PIA
338
Panoramic Investment Advisors
Colorado
$305K +$305K +3,792 New
SPC
339
Sigma Planning Corp
Michigan
$304K +$75K +934 +33%
CWM
340
Collaborative Wealth Management
Florida
$302K -$9.64K -120 -3%
KWA
341
Kingswood Wealth Advisors
California
$300K – – –
SL
342
SWMG LLC
Texas
$298K -$6.43K -80 -2%
FCA
343
FinTrust Capital Advisors
South Carolina
$297K – – –
Empower Advisory Group
344
Empower Advisory Group
Colorado
$296K -$18.3K -228 -6%
CD
345
Chapin Davis
Maryland
$289K +$80 +1 +0%
RFN
346
Redwood Financial Network
Ohio
$288K -$159K -1,975 -35%
CC
347
Courier Capital
New York
$286K +$18.8K +234 +7%
BFA
348
Bragg Financial Advisors
North Carolina
$284K +$14.9K +186 +6%
Jones Financial Companies
349
Jones Financial Companies
Missouri
$283K -$230K -2,862 -45%
FA
350
Fiduciary Alliance
South Carolina
$283K – – –
12 13
14
15 16