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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$217M
2
Bank of America
Bank of America
North Carolina
+$114M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.9M
5
NYLIM
New York Life Investment Management
New York
+$8.59M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$66.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
351
First Heartland Consultants
Missouri
$246K -$5.36K -66 -2%
JHCP
352
Jackson Hole Capital Partners
Oklahoma
$246K – – –
MIG
353
McGuire Investment Group
Rhode Island
$244K +$30.5K +376 +14%
HWM
354
HB Wealth Management
Georgia
$244K -$195K -2,395 -44%
CPIG
355
Chicago Partners Investment Group
Illinois
$243K +$243K +2,852 New
AAS
356
Ameritas Advisory Services
Nebraska
$242K -$446K -5,514 -65%
RMDI
357
R.M. Davis Inc
Maine
$241K – – –
GRP
358
Global Retirement Partners
California
$240K -$32.4K -399 -12%
WS
359
Wedbush Securities
California
$237K -$20K -246 -8%
DC
360
Davenport & Co
Virginia
$237K – – –
SPC
361
Sigma Planning Corp
Michigan
$231K -$229K -2,819 -50%
BSW
362
Buckingham Strategic Wealth
Missouri
$231K +$231K +2,842 New
CBFP
363
Cedar Brook Financial Partners
Ohio
$230K – – –
DFG
364
Delta Financial Group
New Jersey
$228K +$228K +2,811 New
FA
365
Flagstar Advisors
New York
$228K -$8.13K -100 -3%
AMBIA
366
Allen Mooney & Barnes Investment Advisors
Georgia
$227K +$227K +2,790 New
WLIM
367
White Lighthouse Investment Management
Massachusetts
$225K -$24.4K -300 -10%
LNC
368
Lincoln National Corp
Pennsylvania
$224K -$64.8K -798 -22%
AWM
369
Apollon Wealth Management
South Carolina
$224K +$224K +2,755 New
BWP
370
Bernardo Wealth Planning
Pennsylvania
$223K – – –
SOS
371
Silver Oak Securities
Tennessee
$221K +$221K +2,721 New
SFA
372
Sequoia Financial Advisors
Ohio
$219K -$2.92K -36 -1%
JWCA
373
J.W. Cole Advisors
Florida
$219K +$219K +2,692 New
JHP
374
James Hambro & Partners
United Kingdom
$218K -$72.3K -890 -25%
SL
375
Salomon & Ludwin
Virginia
$216K – – –
13 14
15
16 17