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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
376
Mather Group
Illinois
$256K -$54.5K -659 -18%
BAM
377
Belpointe Asset Management
Nevada
$255K +$2.15K +26 +0.8%
KeyBank National Association
378
KeyBank National Association
Ohio
$255K – – –
NEWAS
379
N.E.W. Advisory Services
Wisconsin
$253K – – –
KFGK
380
Keystone Financial Group (Kentucky)
Kentucky
$251K +$27K +326 +12%
WS
381
Wedbush Securities
California
$251K +$746 +9 +0.3%
JHCP
382
Jackson Hole Capital Partners
Oklahoma
$251K – – –
GCM
383
Gallacher Capital Management
Colorado
$246K +$246K +2,974 New
RMDI
384
R.M. Davis Inc
Maine
$244K +$3.31K +40 +1%
RDWM
385
Red Door Wealth Management
Tennessee
$242K +$2.48K +30 +1%
DC
386
Davenport & Co
Virginia
$240K -$21.1K -255 -8%
FA
387
Flagstar Advisors
New York
$240K – – –
AWA
388
Amplius Wealth Advisors
Pennsylvania
$239K +$9.93K +120 +4%
SEIA
389
Signature Estate & Investment Advisors
California
$237K -$38.8K -469 -14%
FHA
390
Flagship Harbor Advisors
Massachusetts
$236K +$2.07K +25 +0.9%
ACS
391
Archford Capital Strategies
Illinois
$236K – – –
SFA
392
Sequoia Financial Advisors
Ohio
$235K -$77.9K -942 -25%
CBFP
393
Cedar Brook Financial Partners
Ohio
$233K +$1.99K +24 +0.9%
CWM
394
Congress Wealth Management
Massachusetts
$229K -$3.55M -42,894 -94%
RF
395
Rollins Financial
Georgia
$227K +$227K +2,748 New
BWP
396
Bernardo Wealth Planning
Pennsylvania
$227K +$227K +2,747 New
CIA
397
Capital Investment Advisors
Georgia
$227K +$227K +2,742 New
HI
398
Harbour Investments
Wisconsin
$227K -$2.81K -34 -1%
CWM
399
C2C Wealth Management
Arizona
$226K – – –
HTC
400
Haverford Trust Company
Pennsylvania
$226K – – –
14 15
16
17 18