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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
401
Harper Investing
California
$207K +$207K +2,584 New
VCM
402
Vivaldi Capital Management
Illinois
$207K +$207K +2,574 New
GRP
403
Global Retirement Partners
California
$206K -$27K -342 -12%
BCM
404
Boltwood Capital Management
California
$204K +$4.18K +52 +2%
HI
405
Harbour Investments
Wisconsin
$199K -$1.21K -15 -0.6%
AIM
406
Acropolis Investment Management
Missouri
$191K – – –
PCMC
407
Private Capital Management (Colorado)
Colorado
$189K +$803 +10 +0.4%
HCM
408
Hollencrest Capital Management
California
$168K -$15.4K -192 -8%
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$158K -$16.1K -201 -9%
CIA
410
Cape Investment Advisory
Georgia
$157K +$149K +1,855 +1,973%
FFA
411
Farther Finance Advisors
California
$145K +$129K +1,612 +840%
BWM
412
Baystate Wealth Management
Massachusetts
$143K +$80 +1 +0.1%
Kayne Anderson Rudnick Investment Management
413
Kayne Anderson Rudnick Investment Management
California
$135K – – –
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$132K +$108K +1,346 +446%
CFD
415
Creative Financial Designs
Indiana
$131K +$38.6K +480 +42%
WTC
416
WhitTier Trust Company
Nevada
$131K +$3.05K +38 +2%
SSWM
417
Sheets Smith Wealth Management
North Carolina
$130K +$130K +1,621 New
JWA
418
JFS Wealth Advisors
Pennsylvania
$120K – – –
GFPC
419
Global Financial Private Client
Florida
$119K – – –
FHA
420
First Horizon Advisors
Tennessee
$116K -$18K -224 -13%
GWM
421
Geneos Wealth Management
Colorado
$114K +$10.2K +127 +10%
BAAM
422
Baker Avenue Asset Management
California
$113K -$86.1K -1,072 -43%
WT
423
Whittier Trust
California
$111K -$147K -1,825 -57%
PIM
424
Progressive Investment Management
Oregon
$104K – – –
AF
425
Allworth Financial
California
$104K -$29.5K -367 -22%
15 16
17
18 19