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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
326
Allied Investment Advisors
Montana
$383K -$26.3K -285 -6%
TI
327
Trexquant Investment
Connecticut
$383K -$52K -564 -12%
WPC
328
Wedmont Private Capital
Pennsylvania
$376K +$185 +2 +0%
GL
329
Graypoint LLC
New York
$375K – – –
BWL
330
Bogart Wealth LLC
Virginia
$372K -$13.8K -150 -4%
SFA
331
Sequoia Financial Advisors
Ohio
$371K +$89.2K +967 +32%
KWM
332
Keating Wealth Management
Colorado
$370K +$370K +4,007 New
Bank of New York Mellon
333
Bank of New York Mellon
New York
$369K -$558K -6,047 -60%
VIM
334
Vista Investment Management
Pennsylvania
$364K – – –
CIBC World Market
335
CIBC World Market
Ontario, Canada
$364K +$8.4K +91 +2%
Vanguard Group
336
Vanguard Group
Pennsylvania
$363K -$3.05K -33 -0.8%
PFA
337
Pure Financial Advisors
California
$362K -$3.51K -38 -1%
AWA
338
Arete Wealth Advisors
Illinois
$358K -$554 -6 -0.2%
BFG
339
Berger Financial Group
Minnesota
$356K +$356K +3,861 New
SB
340
Strategic Blueprint
Georgia
$355K -$8.77K -95 -2%
OBWG
341
Onyx Bridge Wealth Group
New York
$355K -$2.86K -31 -0.8%
TI
342
tru Independence
Oregon
$345K -$277K -3,007 -45%
PIA
343
Panoramic Investment Advisors
Colorado
$343K -$7.1K -77 -2%
FCA
344
FinTrust Capital Advisors
South Carolina
$341K – – –
Empower Advisory Group
345
Empower Advisory Group
Colorado
$340K -$738 -8 -0.2%
RFN
346
Redwood Financial Network
Ohio
$333K +$2.12K +23 +0.6%
CD
347
Chapin Davis
Maryland
$332K +$184 +2 +0.1%
OWA
348
Octavia Wealth Advisors
Ohio
$331K -$18.9K -205 -5%
PCA
349
Pallas Capital Advisors
Massachusetts
$331K +$331K +3,591 New
CIA
350
Compass Ion Advisors
Pennsylvania
$330K +$75.4K +817 +30%
12 13
14
15 16