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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIM
351
Vista Investment Management
Pennsylvania
$371K -$1.31K -14 -0.4%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$369K – – –
WIA
353
World Investment Advisors
California
$369K +$1.4K +15 +0.4%
WPC
354
Wedmont Private Capital
Pennsylvania
$368K +$111K +1,190 +43%
FPAS
355
Focus Partners Advisor Solutions
Missouri
$367K +$367K +3,928 New
PAS
356
Park Avenue Securities
New York
$365K -$16K -171 -4%
EWA
357
Exencial Wealth Advisors
Oklahoma
$365K +$137K +1,468 +60%
AWA
358
Arete Wealth Advisors
Illinois
$363K -$39.7K -425 -10%
MSFS
359
Main Street Financial Solutions
Pennsylvania
$360K +$13.1K +140 +4%
AL
360
Aspiriant LLC
California
$359K -$98.5K -1,055 -22%
PA
361
Parallel Advisors
California
$356K +$286 +3 +0.1%
MFGM
362
Marshall Financial Group (Maryland)
Maryland
$355K +$560 +6 +0.2%
PFS
363
Prospera Financial Services
Texas
$354K +$354K +3,785 New
FCA
364
FinTrust Capital Advisors
South Carolina
$352K -$10.4K -112 -3%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$351K +$351K +3,754 New
MF
366
Montis Financial
Massachusetts
$348K – – –
KA
367
Kovack Advisors
Florida
$346K +$51.4K +551 +17%
TPCW
368
TD Private Client Wealth
New York
$345K +$26.5K +284 +8%
BCM
369
Brookstone Capital Management
Illinois
$343K +$343K +3,763 New
OBWG
370
Onyx Bridge Wealth Group
New York
$341K -$22.8K -266 -6%
VFA
371
Valeo Financial Advisors
Indiana
$341K +$341K +3,654 New
IA
372
IFG Advisory
Georgia
$336K +$186 +2 +0.1%
CCM
373
Consolidated Capital Management
California
$332K +$332K +3,554 New
BAM
374
Belpointe Asset Management
Nevada
$331K +$2.15K +23 +0.7%
CFG
375
Citizens Financial Group
Rhode Island
$330K -$5.41K -58 -2%
13 14
15
16 17