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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.8M
2
Morgan Stanley
Morgan Stanley
New York
+$42.5M
3
MW
Marks Wealth
Maryland
+$35.3M
4
Ameriprise
Ameriprise
Minnesota
+$33.6M
5
Wells Fargo
Wells Fargo
California
+$16.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$98.1M
2
Citigroup
Citigroup
New York
-$62.5M
3
ETC
Exchange Traded Concepts
Oklahoma
-$34.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$9.1M
5
MIM
Morningstar Investment Management
Illinois
-$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
376
Black Diamond Financial
Maryland
$304K – – –
HAS
377
HBW Advisory Services
California
$304K +$47.4K +490 +18%
FHB
378
First Hawaiian Bank
Hawaii
$302K -$5.6K -58 -2%
RDWM
379
Red Door Wealth Management
Tennessee
$302K +$19.8K +205 +7%
IA
380
IFP Advisors
Florida
$299K -$5.33K -55 -2%
FFWA
381
FRG Family Wealth Advisors
Washington
$299K – – –
TSWM
382
Tyler-Stone Wealth Management
Ohio
$298K +$298K +3,090 New
SB
383
Strategic Blueprint
Georgia
$296K – – –
NEWAS
384
N.E.W. Advisory Services
Wisconsin
$296K – – –
WS
385
Wedbush Securities
California
$294K -$870 -9 -0.3%
AIM
386
Anchor Investment Management
South Carolina
$293K – – –
JHCP
387
Jackson Hole Capital Partners
Oklahoma
$293K -$580K -6,000 -66%
SSWM
388
Sheets Smith Wealth Management
North Carolina
$284K -$28.1K -291 -9%
SAM
389
Secure Asset Management
Michigan
$284K -$1.93K -20 -0.7%
FANJ
390
Financial Architects (New Jersey)
New Jersey
$282K +$97 +1 +0%
WPC
391
Wedmont Private Capital
Pennsylvania
$281K +$281K +2,772 New
FA
392
Flagstar Advisors
New York
$280K – – –
MHIC
393
Marble Harbor Investment Counsel
Massachusetts
$280K +$280K +2,900 New
AWA
394
Amplius Wealth Advisors
Pennsylvania
$279K +$279K +2,894 New
RIA
395
Regal Investment Advisors
Michigan
$278K +$2.32K +24 +0.8%
CPSC
396
Carl P. Sherr & Co
Massachusetts
$276K +$276K +2,862 New
LNB
397
Ledyard National Bank
$273K – – –
CIC
398
Carnegie Investment Counsel
Ohio
$270K +$270K +2,791 New
TCM
399
Tradewinds Capital Management
Washington
$269K +$269K +2,784 New
CBFP
400
Cedar Brook Financial Partners
Ohio
$268K +$2.42K +25 +0.9%
14 15
16
17 18