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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHC
376
Wulff, Hansen & Co
California
$327K +$327K +3,500 New
LNC
377
Lincoln National Corp
Pennsylvania
$326K -$11.2K -120 -3%
FHC
378
First Heartland Consultants
Missouri
$326K – – –
BAM
379
BTS Asset Management
Massachusetts
$324K +$324K +3,391 New
TPW
380
TL Private Wealth
Texas
$322K +$30.8K +343 +11%
FHA
381
Flagship Harbor Advisors
Massachusetts
$318K -$54.3K -581 -15%
CC
382
Courier Capital
New York
$317K -$74.8K -800 -19%
PWM
383
PRW Wealth Management
Massachusetts
$316K +$78.8K +843 +33%
CB
384
Commerce Bank
Missouri
$315K +$2.15K +23 +0.7%
GL
385
Graypoint LLC
New York
$314K -$27.7K -296 -8%
CT
386
Cambridge Trust
Massachusetts
$313K – – –
NEWAS
387
N.E.W. Advisory Services
Wisconsin
$313K +$55K +652 +21%
SEIA
388
Signature Estate & Investment Advisors
California
$311K +$311K +3,333 New
TSWM
389
Tyler-Stone Wealth Management
Ohio
$310K +$21.5K +230 +7%
MHIC
390
Marble Harbor Investment Counsel
Massachusetts
$308K +$37.3K +400 +14%
TCPWM
391
Traverso Chambers Private Wealth Management
California
$307K – – –
DC
392
Davenport & Co
Virginia
$305K -$26.2K -280 -8%
WS
393
Wedbush Securities
California
$305K +$20.6K +220 +7%
WP
394
WealthSource Partners
California
$304K +$748 +8 +0.2%
BWM
395
Birchcreek Wealth Management
Ohio
$303K -$5.13K -55 -2%
HAS
396
HBW Advisory Services
California
$301K +$7.65K +82 +3%
MWM
397
Maltin Wealth Management
New Jersey
$300K +$1.31K +14 +0.4%
FCFC
398
First Commonwealth Financial Corp
Pennsylvania
$299K – – –
FBC
399
Fairfield, Bush & Co
Connecticut
$297K -$30.1K -323 -9%
HIC
400
Holderness Investments Company
North Carolina
$297K – – –
14 15
16
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