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Vanguard Financials ETF

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
BDF
351
Black Diamond Financial
Maryland
$245K
CIA
352
Capital Investment Advisors
Georgia
$245K +$30.9K +397 +14%
NEWAS
353
N.E.W. Advisory Services
Wisconsin
$243K +$4.99K +64 +2%
FHC
354
First Heartland Consultants
Missouri
$241K
AWA
355
Amplius Wealth Advisors
Pennsylvania
$241K +$15.6K +200 +7%
KeyBank National Association
356
KeyBank National Association
Ohio
$240K
TPCW
357
TD Private Client Wealth
New York
$240K -$6.15K -79 -3%
WLIM
358
White Lighthouse Investment Management
Massachusetts
$239K +$29.8K +382 +14%
JHCP
359
Jackson Hole Capital Partners
Oklahoma
$236K
PWM
360
PRW Wealth Management
Massachusetts
$234K +$234K +2,937 New
GCM
361
Gallacher Capital Management
Colorado
$232K +$156 +2 +0.1%
RMDI
362
R.M. Davis Inc
Maine
$231K +$1.32K +17 +0.6%
RJT
363
Raymond James Trust
Florida
$230K -$9.93K -128 -4%
RDWM
364
Red Door Wealth Management
Tennessee
$229K +$1.01K +13 +0.4%
RG
365
Rathbones Group
United Kingdom
$228K -$22.9K -294 -9%
SEIA
366
Signature Estate & Investment Advisors
California
$227K +$3.51K +45 +2%
DC
367
Davenport & Co
Virginia
$227K +$779 +10 +0.3%
FA
368
Flagstar Advisors
New York
$226K
CBFP
369
Cedar Brook Financial Partners
Ohio
$220K +$935 +12 +0.4%
SFPG
370
Stonebridge Financial Planning Group
Florida
$216K +$216K +2,776 New
RF
371
Rollins Financial
Georgia
$214K +$78 +1 +0%
BWP
372
Bernardo Wealth Planning
Pennsylvania
$214K
SFA
373
Sequoia Financial Advisors
Ohio
$213K -$8.72K -112 -4%
FCI
374
Financial Counselors Inc
Kansas
$208K
CWM
375
C2C Wealth Management
Arizona
$208K