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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
401
Retirement Planning Company of New England
Rhode Island
$288K +$922 +9 +0.3%
MSF
402
Mustard Seed Financial
Arkansas
$287K – – –
TPCW
403
TD Private Client Wealth
New York
$286K -$25.2K -246 -8%
KA
404
Kovack Advisors
Florida
$284K -$3.07K -30 -1%
CBFP
405
Cedar Brook Financial Partners
Ohio
$278K +$921 +9 +0.3%
CPIG
406
Chicago Partners Investment Group
Illinois
$278K +$599 +6 +0.2%
AA
407
Aire Advisors
California
$276K +$1.13K +11 +0.4%
BCG
408
Breakwater Capital Group
New Jersey
$274K +$13.4K +131 +5%
BAM
409
BOS Asset Management
Illinois
$274K -$11.1K -108 -4%
CWM
410
Calamos Wealth Management
Illinois
$273K +$273K +2,665 New
CIA
411
Capital Investment Advisors
Georgia
$272K +$10.8K +105 +4%
FCI
412
Financial Counselors Inc
Kansas
$271K +$48.3K +472 +22%
SOS
413
Silver Oak Securities
Tennessee
$266K -$25.2K -246 -9%
HWM
414
HB Wealth Management
Georgia
$265K -$25.8K -252 -9%
WS
415
Wedbush Securities
California
$262K -$12.2K -119 -4%
RCAG
416
Rehmann Capital Advisory Group
Michigan
$258K +$258K +2,521 New
FPAS
417
Focus Partners Advisor Solutions
Missouri
$258K +$258K +2,515 New
CDH
418
Charles D. Hyman
$253K – – –
CFS
419
Coordinated Financial Services
Colorado
$253K +$253K +2,467 New
IAIM
420
International Assets Investment Management
Florida
$250K +$250K +2,461 New
WAM
421
WNY Asset Management
New York
$250K +$250K +2,439 New
SEP
422
Southland Equity Partners
Missouri
$249K +$249K +2,431 New
EI
423
Ellevest Inc
New York
$249K +$249K +2,427 New
BAM
424
Belpointe Asset Management
Nevada
$248K +$4.4K +43 +2%
CPRC
425
Consolidated Portfolio Review Corp
New York
$247K -$875K -8,549 -78%
15 16
17
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