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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
351
Fiduciary Alliance
South Carolina
$291K +$291K +3,519 New
SYBT
352
Stock Yards Bank & Trust
Kentucky
$291K – – –
GRP
353
Global Retirement Partners
California
$289K +$13.4K +162 +5%
OBWG
354
Onyx Bridge Wealth Group
New York
$283K -$18.7K -218 -6%
FFN
355
Focus Financial Network
Minnesota
$282K +$35.1K +424 +14%
BAM
356
BOS Asset Management
Illinois
$282K +$282K +3,404 New
CC
357
Courier Capital
New York
$280K – – –
MCWS
358
McKinley Carter Wealth Services
West Virginia
$280K +$1.24K +15 +0.4%
TSWM
359
Tyler-Stone Wealth Management
Ohio
$279K +$3.23K +39 +1%
BFA
360
Bragg Financial Advisors
North Carolina
$278K -$4.14K -50 -1%
RFM
361
Royal Fund Management
Florida
$275K +$275K +3,325 New
TCPWM
362
Traverso Chambers Private Wealth Management
California
$272K – – –
RIA
363
Regal Investment Advisors
Michigan
$271K +$2.65K +32 +1%
MWM
364
Maltin Wealth Management
New Jersey
$271K +$3.72K +45 +1%
MAP
365
Milestone Advisory Partners
North Carolina
$269K -$613K -7,411 -69%
WT
366
Whittier Trust
California
$268K +$151K +1,825 +129%
RG
367
Rathbones Group
United Kingdom
$267K -$365K -4,407 -58%
CS
368
Capital Square
Tennessee
$265K +$2.15K +26 +0.8%
FBC
369
Fairfield, Bush & Co
Connecticut
$264K -$165 -2 -0.1%
TPCW
370
TD Private Client Wealth
New York
$261K -$30.1K -364 -10%
BDF
371
Black Diamond Financial
Maryland
$261K – – –
GFPC
372
Global Financial Private Client
Florida
$256K – – –
FHC
373
First Heartland Consultants
Missouri
$256K -$33.2K -401 -11%
RJT
374
Raymond James Trust
Florida
$256K +$256K +3,092 New
IFWM
375
Institute for Wealth Management
Colorado
$256K +$331 +4 +0.1%
13 14
15
16 17