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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRI
326
Prepared Retirement Institute
Pennsylvania
$456K – – –
SB
327
Strategic Blueprint
Georgia
$455K +$61K +596 +15%
NEWAS
328
N.E.W. Advisory Services
Wisconsin
$454K +$134K +1,306 +42%
CB
329
Commerce Bank
Missouri
$452K – – –
WAS
330
Winch Advisory Services
Wisconsin
$452K +$1.74K +17 +0.4%
AFO
331
Arrowroot Family Office
California
$450K -$5.73K -56 -1%
BlackRock
332
BlackRock
New York
$445K – – –
HCC
333
Hirtle Callaghan & Co
Pennsylvania
$443K – – –
SB
334
Simmons Bank
Arkansas
$440K -$5.12K -50 -1%
MFA
335
Mayflower Financial Advisors
Massachusetts
$436K -$2.36K -23 -0.5%
GGS
336
Galvin Gaustad & Stein
Arizona
$425K -$43.8K -428 -9%
SL
337
Sentinus LLC
Illinois
$423K +$423K +4,132 New
AIA
338
Allied Investment Advisors
Montana
$422K -$3.28K -32 -0.8%
BW
339
Bison Wealth
Georgia
$421K -$29.4K -287 -7%
GL
340
Graypoint LLC
New York
$417K – – –
CAMG
341
CWA Asset Management Group
Florida
$415K -$18.8K -184 -4%
BWL
342
Bogart Wealth LLC
Virginia
$413K – – –
KWM
343
Keating Wealth Management
Colorado
$410K – – –
SFA
344
Sequoia Financial Advisors
Ohio
$410K -$1.54K -15 -0.4%
PP
345
Prudential plc
United Kingdom
$410K +$410K +4,000 New
WPC
346
Wedmont Private Capital
Pennsylvania
$409K +$101 +1 +0%
KWA
347
Kingswood Wealth Advisors
California
$409K -$106K -1,031 -21%
BFG
348
Berger Financial Group
Minnesota
$408K +$12.4K +121 +3%
BIA
349
Bigelow Investment Advisors
Maine
$407K +$407K +3,976 New
FWM
350
Focused Wealth Management
New York
$406K -$47.8K -467 -11%
12 13
14
15 16