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Vanguard Financials ETF

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
MA
401
Montag & Associates
Georgia
$115K -$261K -3,349 -69%
AF
402
Allworth Financial
California
$110K
AIM
403
Acropolis Investment Management
Missouri
$107K
PIM
404
Progressive Investment Management
Oregon
$101K
EWM
405
Endurance Wealth Management
Rhode Island
$100K
VCM
406
Viewpoint Capital Management
Washington
$94.8K
KHC
407
Koesten Hirschmann & Crabtree
Kansas
$89.6K
JEST
408
JTC Employer Solutions Trustee
Jersey
$89K
RMC
409
Resources Management Corp
Connecticut
$89K +$67.4K +741 +313%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$88.1K
FRA
411
Front Row Advisors
California
$88K
AWM
412
Avior Wealth Management
Nebraska
$87.3K +$31.6K +406 +57%
SC
413
SouthState Corp
Florida
$84.9K +$77.9K +1,000 +1,111%
GWM
414
Geneos Wealth Management
Colorado
$82.6K +$15.6K +200 +23%
LWANC
415
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.1K
CFD
416
Creative Financial Designs
Indiana
$77.9K
CT
417
Colonial Trust
South Carolina
$77.9K
PTC
418
Private Trust Company
Ohio
$75.6K -$389 -5 -0.5%
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$72.9K
UB
420
UMB Bank
Missouri
$70.9K -$2.34K -30 -3%
AT
421
Avalon Trust
New Mexico
$70.1K +$70.1K +900 New
WB
422
Webster Bank
Connecticut
$66.7K
FMTCOCP
423
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K
DAC
424
Dividend Assets Capital
South Carolina
$63K
SWM
425
Spire Wealth Management
Virginia
$62.5K -$24.1K -310 -28%