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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMG
401
Sonora Investment Management Group
Arizona
$223K +$223K +2,699 New
VWA
402
V Wealth Advisors
Kansas
$223K – – –
WLIM
403
White Lighthouse Investment Management
Massachusetts
$223K -$51K -617 -19%
FCI
404
Financial Counselors Inc
Kansas
$221K +$221K +2,672 New
SL
405
Salomon & Ludwin
Virginia
$220K +$220K +2,662 New
CFO
406
Collective Family Office
Pennsylvania
$219K -$165K -2,000 -43%
JPLA
407
Joseph P. Lucia & Associates
New York
$219K -$17.8K -215 -8%
MC
408
Moors & Cabot
Massachusetts
$219K -$7.86K -95 -3%
CIC
409
Carnegie Investment Counsel
Ohio
$219K -$28.3K -342 -11%
WP
410
WealthSource Partners
California
$218K -$31.5K -381 -13%
AA
411
Aire Advisors
California
$217K +$217K +2,626 New
CIM
412
Corbyn Investment Management
Maryland
$217K -$106K -1,280 -33%
BPWM
413
Badgley Phelps Wealth Managers
Washington
$215K +$215K +2,602 New
SAM
414
Secure Asset Management
Michigan
$215K +$215K +2,599 New
VBFP
415
Valtinson Bruner Financial Planning
Minnesota
$210K -$41.8K -489 -17%
TL
416
Tradewinds LLC
North Carolina
$210K +$210K +1,148 New
FANJ
417
Financial Architects (New Jersey)
New Jersey
$208K +$208K +2,513 New
IAS
418
Insigneo Advisory Services
Florida
$207K +$207K +2,500 New
MW
419
MBL Wealth
North Carolina
$207K +$207K +2,500 New
MIG
420
McGuire Investment Group
Rhode Island
$207K +$207K +2,501 New
WAM
421
Worth Asset Management
Texas
$206K – – –
PAS
422
Park Avenue Securities
New York
$202K -$94.8K -1,148 -32%
AAG
423
Armstrong Advisory Group
Massachusetts
$199K +$199K +2,408 New
HCM
424
Hollencrest Capital Management
California
$188K +$188K +2,273 New
CG
425
Cutler Group
California
$178K -$148K -1,800 -45%
15 16
17
18 19