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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
351
Courier Capital
New York
$329K – – –
CWM
352
Collaborative Wealth Management
Florida
$328K -$19K -206 -5%
CA
353
Continuum Advisory
Idaho
$326K -$55K -596 -14%
GM
354
GeoWealth Management
Illinois
$316K +$316K +3,431 New
MFGM
355
Marshall Financial Group (Maryland)
Maryland
$315K +$2.31K +25 +0.7%
BFA
356
Bragg Financial Advisors
North Carolina
$314K -$12.6K -137 -4%
IA
357
IFP Advisors
Florida
$313K -$48.7K -528 -13%
TSWM
358
Tyler-Stone Wealth Management
Ohio
$308K -$6.27K -68 -2%
TCPWM
359
Traverso Chambers Private Wealth Management
California
$304K – – –
VCM
360
Vivaldi Capital Management
Illinois
$302K +$60.4K +643 +25%
MWM
361
Maltin Wealth Management
New Jersey
$300K +$3.69K +40 +1%
FBC
362
Fairfield, Bush & Co
Connecticut
$294K – – –
FB
363
Fulton Bank
Pennsylvania
$294K – – –
BDF
364
Black Diamond Financial
Maryland
$291K – – –
VIA
365
Vickerman Investment Advisors
Washington
$290K -$215K -2,325 -42%
MCWS
366
McKinley Carter Wealth Services
West Virginia
$290K -$10.1K -109 -3%
TWA
367
TCI Wealth Advisors
Arizona
$290K -$101K -1,100 -26%
NEWAS
368
N.E.W. Advisory Services
Wisconsin
$288K – – –
AWA
369
Amplius Wealth Advisors
Pennsylvania
$285K – – –
TPCW
370
TD Private Client Wealth
New York
$280K -$3.6K -39 -1%
JHCP
371
Jackson Hole Capital Partners
Oklahoma
$280K – – –
WLIM
372
White Lighthouse Investment Management
Massachusetts
$278K -$92 -1 -0%
SL
373
SWMG LLC
Texas
$277K -$64.6K -700 -19%
MSFS
374
Main Street Financial Solutions
Pennsylvania
$274K -$7.47K -81 -3%
HA
375
Hanover Advisors
South Carolina
$272K +$272K +2,944 New
13 14
15
16 17