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Vanguard Financials ETF
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Overview Fund Activity

700 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+75
Holders Change %
+12%
% of All Funds
9.32%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.4M
2
Wells Fargo
Wells Fargo
California
+$25.5M
3
A
Allianz
Germany
+$21.6M
4
PP
Prudential plc
United Kingdom
+$20M
5
AP
Advisors Preferred
Maryland
+$17.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$57.5M
2
Bank of America
Bank of America
North Carolina
-$47.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.5M
4
SF
Synovus Financial
Georgia
-$26.7M
5
MIS
Morningstar Investment Services
Illinois
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
376
Salomon & Ludwin
Virginia
$485K -$12.9K -109 -3%
CFA
377
Cahill Financial Advisors
Minnesota
$482K +$482K +4,083 New
PA
378
PFG Advisors
Arizona
$480K +$21.6K +183 +5%
FPAS
379
Focus Partners Advisor Solutions
Missouri
$479K -$2.13K -18 -0.4%
GL
380
Graypoint LLC
New York
$479K – – –
RFN
381
Redwood Financial Network
Ohio
$479K -$185K -1,568 -28%
KA
382
Kovack Advisors
Florida
$478K +$63.3K +536 +15%
VWM
383
Venturi Wealth Management
Texas
$472K -$61.2K -518 -11%
PFA
384
Pure Financial Advisors
California
$471K +$24.6K +208 +6%
BFG
385
Berger Financial Group
Minnesota
$470K -$472 -4 -0.1%
HPM
386
Hoxton Planning & Management
West Virginia
$468K – – –
APP
387
Avantax Planning Partners
Iowa
$465K +$354 +3 +0.1%
Vanguard Group
388
Vanguard Group
Pennsylvania
$465K +$118 +1 +0%
SL
389
Sentinus LLC
Illinois
$459K -$19.4K -164 -4%
AIA
390
Allied Investment Advisors
Montana
$452K -$23K -195 -5%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$451K +$6.87K +58 +2%
MA
392
Montag & Associates
Georgia
$451K +$86.8K +735 +24%
AWM
393
Aegis Wealth Management
Maryland
$449K +$449K +3,800 New
FWM
394
Focused Wealth Management
New York
$446K -$472 -4 -0.1%
Chevy Chase Trust
395
Chevy Chase Trust
Maryland
$432K – – –
CIA
396
Compass Ion Advisors
Pennsylvania
$430K – – –
TI
397
tru Independence
Oregon
$430K +$4.37K +37 +1%
AP
398
Americana Partners
Texas
$429K +$16.8K +142 +4%
WJWM
399
Williams Jones Wealth Management
New York
$428K +$428K +3,621 New
CSP
400
Cary Street Partners
Virginia
$427K +$427K +3,613 New
14 15
16
17 18