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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
401
WhitTier Trust Company
Nevada
$129K -$812 -10 -0.6%
GFPC
402
Global Financial Private Client
Florida
$123K – – –
JWA
403
JFS Wealth Advisors
Pennsylvania
$121K – – –
CTWM
404
Cherry Tree Wealth Management
Minnesota
$120K +$120K +1,480 New
AAG
405
Armstrong Advisory Group
Massachusetts
$120K -$76K -936 -39%
PIM
406
Progressive Investment Management
Oregon
$106K – – –
GWM
407
Geneos Wealth Management
Colorado
$105K +$18.7K +230 +22%
EWM
408
Endurance Wealth Management
Rhode Island
$104K – – –
VCM
409
Viewpoint Capital Management
Washington
$98.9K – – –
CFD
410
Creative Financial Designs
Indiana
$93.9K +$12.7K +156 +16%
KHC
411
Koesten Hirschmann & Crabtree
Kansas
$93.4K – – –
JEST
412
JTC Employer Solutions Trustee
Jersey
$93K – – –
FRA
413
Front Row Advisors
California
$92K – – –
AWM
414
Avior Wealth Management
Nebraska
$91K – – –
SC
415
SouthState Corp
Florida
$88.6K – – –
MFA
416
McClarren Financial Advisors
Pennsylvania
$88K +$64K +790 +267%
ODG
417
O'Dell Group
Ohio
$86.1K +$86.1K +1,060 New
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$85.1K -$6.74K -83 -7%
PTC
419
Private Trust Company
Ohio
$83.5K +$4.63K +57 +6%
LWANC
420
Laurel Wealth Advisors (North Carolina)
North Carolina
$82.5K – – –
CT
421
Colonial Trust
South Carolina
$81.2K – – –
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$76K – – –
GJIA
423
Glass Jacobson Investment Advisors
Maryland
$74.5K +$74.5K +918 New
AT
424
Avalon Trust
New Mexico
$73.1K – – –
SWM
425
Spire Wealth Management
Virginia
$67.6K +$2.44K +30 +4%
15 16
17
18 19