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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$217M
2
Bank of America
Bank of America
North Carolina
+$114M
3
HFRG
Houlihan Financial Resource Group
Virginia
+$20.5M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$12.9M
5
NYLIM
New York Life Investment Management
New York
+$8.59M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$66.1M
2
Morgan Stanley
Morgan Stanley
New York
-$30.4M
3
SWM
Stapp Wealth Management
Washington
-$24.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$17.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
376
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$101K -1,243 -32%
AA
377
Aire Advisors
California
$215K – – –
MG
378
Mather Group
Illinois
$211K – – –
CIM
379
Corbyn Investment Management
Maryland
$210K -$4.47K -55 -2%
WDC
380
Woodward Diversified Capital
California
$209K +$209K +2,577 New
VWA
381
V Wealth Advisors
Kansas
$206K +$206K +2,537 New
HHRDM
382
H&H Retirement Design & Management
Nevada
$206K +$206K +2,461 New
CIC
383
Carnegie Investment Counsel
Ohio
$206K -$8.12K -100 -4%
BWA
384
BDO Wealth Advisors
Florida
$205K -$90.3K -1,112 -31%
HI
385
Harbour Investments
Wisconsin
$203K -$3.09K -38 -1%
WAM
386
Worth Asset Management
Texas
$202K – – –
FHB
387
First Hawaiian Bank
Hawaii
$202K +$202K +2,487 New
BCM
388
Boltwood Capital Management
California
$202K +$202K +2,485 New
BAAM
389
Baker Avenue Asset Management
California
$201K +$70.4K +867 +54%
WA
390
Waverly Advisors
Alabama
$200K +$200K +2,462 New
AIM
391
Acropolis Investment Management
Missouri
$193K +$81.4K +1,002 +73%
PCMC
392
Private Capital Management (Colorado)
Colorado
$190K – – –
HCM
393
Hollencrest Capital Management
California
$185K – – –
BNP Paribas Financial Markets
394
BNP Paribas Financial Markets
France
$170K +$170K +2,097 New
IGWM
395
ICA Group Wealth Management
Colorado
$166K +$975 +12 +0.6%
TCWA
396
Ten Capital Wealth Advisors
Washington
$161K -$82 -1 -0.1%
BWM
397
Baystate Wealth Management
Massachusetts
$144K – – –
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
$136K – – –
FHA
399
First Horizon Advisors
Tennessee
$135K -$21.3K -262 -14%
AF
400
Allworth Financial
California
$135K +$19.4K +239 +17%
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16
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