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Vanguard Financials ETF

543 hedge funds and large institutions have $4.09B invested in Vanguard Financials ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 191 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
9.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
45
Increased
151
Reduced
191
Closed
59
Calls
$5.75M
Puts
$2.71M
Net Calls
+$3.05M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
376
Flagstar Advisors
New York
$216K
PWM
377
PRW Wealth Management
Massachusetts
$215K -$47.8K -641 -18%
RDWM
378
Red Door Wealth Management
Tennessee
$215K -$18.5K -250 -8%
FIA
379
FNY Investment Advisers
New York
$215K +$215K +2,900 New
HI
380
Harbour Investments
Wisconsin
$214K
JPLA
381
Joseph P. Lucia & Associates
New York
$213K +$10.1K +135 +5%
ACS
382
Archford Capital Strategies
Illinois
$212K
CWM
383
C2C Wealth Management
Arizona
$212K
FHA
384
Flagship Harbor Advisors
Massachusetts
$211K -$6.79K -91 -3%
EVM
385
Eaton Vance Management
Massachusetts
$211K
CBFP
386
Cedar Brook Financial Partners
Ohio
$208K
AWA
387
Amplius Wealth Advisors
Pennsylvania
$206K +$74 +1 +0%
MC
388
Moors & Cabot
Massachusetts
$204K -$24.3K -327 -11%
HSA
389
HBK Sorce Advisory
Pennsylvania
$204K
HTC
390
Haverford Trust Company
Pennsylvania
$203K +$203K +2,726 New
KFGK
391
Keystone Financial Group (Kentucky)
Kentucky
$202K +$149 +2 +0.1%
VWA
392
V Wealth Advisors
Kansas
$201K
WAM
393
Worth Asset Management
Texas
$185K
MA
394
Montag & Associates
Georgia
$175K
BCV
395
Banque Cantonale Vaudoise
Switzerland
$149K
TCWA
396
Ten Capital Wealth Advisors
Washington
$147K
EDRH
397
Edmond de Rothschild Holding
Switzerland
$145K
WFA
398
Wipfli Financial Advisors
Wisconsin
$133K +$133K +1,778 New
BWM
399
Baystate Wealth Management
Massachusetts
$132K -$31K -417 -19%
Carson Wealth (CWM LLC)
400
Carson Wealth (CWM LLC)
Nebraska
$130K -$10K -134 -7%