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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
376
Davenport & Co
Virginia
$266K -$2.68K -29 -1%
DFG
377
Delta Financial Group
New Jersey
$263K -$1.57K -17 -0.6%
HWM
378
HB Wealth Management
Georgia
$262K +$369 +4 +0.1%
SOS
379
Silver Oak Securities
Tennessee
$262K +$10.6K +115 +4%
AMBIA
380
Allen Mooney & Barnes Investment Advisors
Georgia
$259K +$92 +1 +0%
CPIG
381
Chicago Partners Investment Group
Illinois
$259K -$8.02K -86 -3%
KA
382
Kovack Advisors
Florida
$259K -$1.05M -11,337 -80%
AP
383
Americana Partners
Texas
$259K +$259K +2,805 New
RPCONE
384
Retirement Planning Company of New England
Rhode Island
$259K -$14.4K -156 -5%
MSF
385
Mustard Seed Financial
Arkansas
$258K +$258K +2,800 New
BAM
386
BOS Asset Management
Illinois
$257K -$42.5K -461 -14%
PFGIA
387
Patriot Financial Group Insurance Agency
Massachusetts
$256K -$32.2K -349 -11%
NFG
388
Nations Financial Group
Iowa
$251K -$192K -2,076 -43%
CBFP
389
Cedar Brook Financial Partners
Ohio
$248K +$2.3K +25 +0.9%
AA
390
Aire Advisors
California
$248K +$2.95K +32 +1%
WS
391
Wedbush Securities
California
$247K +$3.87K +42 +2%
HI
392
Harper Investing
California
$246K +$7.85K +85 +3%
Fisher Asset Management
393
Fisher Asset Management
Washington
$243K +$243K +2,635 New
BCG
394
Breakwater Capital Group
New Jersey
$237K +$237K +2,546 New
CIA
395
Capital Investment Advisors
Georgia
$235K -$50.1K -543 -18%
PFS
396
Prospera Financial Services
Texas
$233K -$29.7K -322 -11%
HI
397
Harbour Investments
Wisconsin
$232K +$3.51K +38 +2%
CFP
398
Cypress Financial Planning
New Jersey
$231K +$231K +2,516 New
CAG
399
Compass Advisory Group
New York
$230K -$5.79M -62,763 -96%
CDH
400
Charles D. Hyman
$228K +$228K +2,470 New
14 15
16
17 18