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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
351
Channel Wealth
California
$274K +$274K +3,413 New
FA
352
FDx Advisors
Illinois
$273K -$11.3K -141 -4%
TSWM
353
Tyler-Stone Wealth Management
Ohio
$273K +$1.2K +15 +0.4%
RJT
354
Raymond James Trust
Florida
$272K – – –
MFGM
355
Marshall Financial Group (Maryland)
Maryland
$272K -$25.2K -314 -8%
CWM
356
C2C Wealth Management
Arizona
$268K – – –
EPM
357
Elm Partners Management
Pennsylvania
$265K +$265K +3,297 New
TCPWM
358
Traverso Chambers Private Wealth Management
California
$264K – – –
EGM
359
Engineers Gate Manager
New York
$263K +$263K +3,278 New
MCWS
360
McKinley Carter Wealth Services
West Virginia
$261K +$402 +5 +0.2%
BAM
361
BOS Asset Management
Illinois
$261K -$13.1K -163 -5%
MWM
362
Maltin Wealth Management
New Jersey
$258K -$2.49K -31 -1%
CB
363
Commerce Bank
Missouri
$257K -$372K -4,637 -59%
FBC
364
Fairfield, Bush & Co
Connecticut
$256K – – –
FB
365
Fulton Bank
Pennsylvania
$256K +$256K +3,186 New
MIG
366
McGuire Investment Group
Rhode Island
$255K +$13.9K +173 +6%
BDF
367
Black Diamond Financial
Maryland
$253K – – –
NEWAS
368
N.E.W. Advisory Services
Wisconsin
$251K – – –
PFGIA
369
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$38.3K +477 +18%
FWM
370
FSA Wealth Management
Massachusetts
$250K – – –
AWA
371
Amplius Wealth Advisors
Pennsylvania
$248K – – –
CIA
372
Capital Investment Advisors
Georgia
$248K -$2.65K -33 -1%
TPCW
373
TD Private Client Wealth
New York
$247K -$3.37K -42 -1%
SFA
374
Sequoia Financial Advisors
Ohio
$245K +$28.7K +357 +13%
MSFS
375
Main Street Financial Solutions
Pennsylvania
$245K -$1.45K -18 -0.6%
13 14
15
16 17