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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
401
MGO One Seven
Ohio
$226K +$226K +2,452 New
HHRDM
402
H&H Retirement Design & Management
Nevada
$223K +$223K +2,366 New
LNC
403
Lincoln National Corp
Pennsylvania
$221K -$38.9K -422 -15%
JPLA
404
Joseph P. Lucia & Associates
New York
$221K +$221K +2,395 New
BAM
405
Belpointe Asset Management
Nevada
$219K +$219K +2,376 New
AIM
406
Acropolis Investment Management
Missouri
$219K – – –
CIC
407
Carnegie Investment Counsel
Ohio
$218K +$218K +2,368 New
PCMC
408
Private Capital Management (Colorado)
Colorado
$218K +$1.02K +11 +0.5%
MG
409
Mather Group
Illinois
$218K +$218K +2,363 New
JWCA
410
J.W. Cole Advisors
Florida
$218K -$298K -3,224 -58%
USCWA
411
U.S. Capital Wealth Advisors
Texas
$215K -$53K -574 -20%
BCM
412
Boltwood Capital Management
California
$209K -$24.6K -267 -11%
EWA
413
Exencial Wealth Advisors
Oklahoma
$209K +$209K +2,270 New
SCI
414
Silver Coast Investments
United States
$207K +$207K +2,248 New
CM
415
Capital Management
Virginia
$206K +$206K +2,235 New
PAS
416
Park Avenue Securities
New York
$206K +$206K +2,229 New
SAM
417
Secure Asset Management
Michigan
$205K +$205K +2,227 New
VFG
418
Valley Financial Group
Pennsylvania
$202K +$202K +2,194 New
FCI
419
Financial Counselors Inc
Kansas
$201K +$201K +2,177 New
WA
420
Waverly Advisors
Alabama
$200K +$200K +2,169 New
HCM
421
Hollencrest Capital Management
California
$194K +$1.66K +18 +0.9%
Qube Research & Technologies (QRT)
422
Qube Research & Technologies (QRT)
United Kingdom
$186K +$4.8K +52 +3%
GRP
423
Global Retirement Partners
California
$184K -$53.7K -591 -23%
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$169K +$17K +184 +11%
BWM
425
Baystate Wealth Management
Massachusetts
$164K – – –
15 16
17
18 19