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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
376
Jackson Hole Capital Partners
Oklahoma
$243K – – –
PWM
377
PRW Wealth Management
Massachusetts
$243K +$243K +3,147 New
WLIM
378
White Lighthouse Investment Management
Massachusetts
$242K +$19.2K +239 +9%
FHC
379
First Heartland Consultants
Missouri
$240K -$3.53K -44 -1%
RPCONE
380
Retirement Planning Company of New England
Rhode Island
$238K -$113K -1,409 -32%
DC
381
Davenport & Co
Virginia
$234K – – –
USCWA
382
U.S. Capital Wealth Advisors
Texas
$234K -$48.8K -607 -17%
NS
383
NBC Securities
Alabama
$233K +$233K +2,907 New
CWM
384
Congress Wealth Management
Massachusetts
$231K -$1.59M -19,804 -87%
DFG
385
Delta Financial Group
New Jersey
$230K +$4.65K +58 +2%
PFS
386
Prospera Financial Services
Texas
$229K +$229K +2,847 New
HWM
387
HB Wealth Management
Georgia
$228K -$13.3K -165 -5%
LNC
388
Lincoln National Corp
Pennsylvania
$227K +$5.06K +63 +2%
AMBIA
389
Allen Mooney & Barnes Investment Advisors
Georgia
$226K +$1.45K +18 +0.6%
GCP
390
GSA Capital Partners
United Kingdom
$224K +$224K +2,786 New
CIA
391
Compass Ion Advisors
Pennsylvania
$221K +$221K +2,755 New
CPIG
392
Chicago Partners Investment Group
Illinois
$221K +$695 +9 +0.3%
BWP
393
Bernardo Wealth Planning
Pennsylvania
$221K – – –
SOS
394
Silver Oak Securities
Tennessee
$219K +$642 +8 +0.3%
CBFP
395
Cedar Brook Financial Partners
Ohio
$215K -$11.9K -148 -5%
JHP
396
James Hambro & Partners
United Kingdom
$215K – – –
AA
397
Aire Advisors
California
$213K +$1.12K +14 +0.5%
WS
398
Wedbush Securities
California
$212K -$22.6K -281 -10%
VFA
399
Valeo Financial Advisors
Indiana
$208K +$208K +2,593 New
CIM
400
Corbyn Investment Management
Maryland
$208K – – –
14 15
16
17 18