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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$84.8M
2
Morgan Stanley
Morgan Stanley
New York
+$42.5M
3
MW
Marks Wealth
Maryland
+$35.3M
4
Ameriprise
Ameriprise
Minnesota
+$33.6M
5
Wells Fargo
Wells Fargo
California
+$16.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$98.1M
2
Citigroup
Citigroup
New York
-$62.5M
3
ETC
Exchange Traded Concepts
Oklahoma
-$34.5M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$9.1M
5
MIM
Morningstar Investment Management
Illinois
-$8.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
426
Ategra Capital Management
Virginia
$232K -$6.47K -67 -3%
PPW
427
PACK Private Wealth
Minnesota
$227K +$227K +2,350 New
MGIA
428
Moneta Group Investment Advisors
Missouri
$226K -$193 -2 -0.1%
NL
429
NWAM LLC
Washington
$226K +$226K +2,337 New
WBCM
430
Wilson & Boucher Capital Management
California
$225K +$225K +2,325 New
T
431
TNF
Montana
$221K – – –
LHWM
432
Lake Hills Wealth Management
Texas
$221K +$221K +2,291 New
AO
433
Advisor OS
Illinois
$217K +$217K +2,249 New
CM
434
Capital Management
Virginia
$216K – – –
EWM
435
Evercore Wealth Management
New York
$216K – – –
IF
436
Insight Folios
North Carolina
$214K +$214K +2,216 New
BWM
437
Baystate Wealth Management
Massachusetts
$211K +$5.31K +55 +3%
GI
438
GAMCO Investors
Connecticut
$209K – – –
Jones Financial Companies
439
Jones Financial Companies
Missouri
$209K – – –
TCWA
440
Ten Capital Wealth Advisors
Washington
$209K +$19.4K +200 +10%
VCM
441
Viewpoint Capital Management
Washington
$206K +$206K +2,134 New
CA
442
CGN Advisors
Kansas
$205K +$205K +2,122 New
FCI
443
Financial Counselors Inc
Kansas
$201K -$14.5K -150 -7%
TP
444
Truvvo Partners
New York
$201K +$201K +2,085 New
TWA
445
TPB Wealth Advisors
Texas
$200K +$200K +2,073 New
BCV
446
Banque Cantonale Vaudoise
Switzerland
$193K +$193K +2,000 New
EDRH
447
Edmond de Rothschild Holding
Switzerland
$188K – – –
OIA
448
Optimum Investment Advisors
Illinois
$188K +$3.86K +40 +2%
SG Americas Securities
449
SG Americas Securities
New York
$175K +$10.8K +112 +7%
BWA
450
BDO Wealth Advisors
Florida
$174K +$4.06K +42 +2%
16 17
18
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