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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
376
Kovitz Investment Group Partners
Illinois
$346K +$346K +3,381 New
WLIM
377
White Lighthouse Investment Management
Massachusetts
$343K +$34.4K +336 +11%
DWM
378
Dakota Wealth Management
Florida
$341K +$341K +3,335 New
DFG
379
Delta Financial Group
New Jersey
$338K +$46.2K +452 +16%
MWM
380
Maltin Wealth Management
New Jersey
$334K +$1.33K +13 +0.4%
HA
381
Hanover Advisors
South Carolina
$334K +$32.4K +316 +11%
1CP
382
17 Capital Partners
Arizona
$332K +$332K +3,247 New
OWA
383
Octavia Wealth Advisors
Ohio
$332K -$35.6K -348 -10%
FBC
384
Fairfield, Bush & Co
Connecticut
$327K – – –
CC
385
Courier Capital
New York
$325K -$39.9K -390 -11%
WA
386
Westfuller Advisors
New York
$324K +$324K +3,160 New
AWA
387
Amplius Wealth Advisors
Pennsylvania
$317K – – –
JHCP
388
Jackson Hole Capital Partners
Oklahoma
$310K – – –
SPC
389
Sigma Planning Corp
Michigan
$310K +$310K +3,027 New
MSFS
390
Main Street Financial Solutions
Pennsylvania
$310K +$5.84K +57 +2%
VIA
391
Vickerman Investment Advisors
Washington
$307K -$15.5K -151 -5%
SIMG
392
Sonora Investment Management Group
Arizona
$304K +$304K +2,972 New
MA
393
Montag & Associates
Georgia
$303K +$269K +2,627 +787%
SWM
394
Spire Wealth Management
Virginia
$301K +$173K +1,686 +135%
TNA
395
True North Advisors
Texas
$299K +$299K +2,917 New
MWM
396
Modern Wealth Management
Kansas
$297K +$297K +2,898 New
DC
397
Davenport & Co
Virginia
$295K – – –
TSWM
398
Tyler-Stone Wealth Management
Ohio
$292K -$49.3K -482 -14%
BDF
399
Black Diamond Financial
Maryland
$291K – – –
LNC
400
Lincoln National Corp
Pennsylvania
$290K +$44K +430 +18%
14 15
16
17 18