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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
Morgan Stanley
New York
$416M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
Colony Group
Massachusetts
$17M
5
PWS
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$705M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
Bessemer Group
New Jersey
$126M
4
MW
Marks Wealth
Maryland
$7.83M
5
VR
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
426
Sheets Smith Wealth Management
North Carolina
$241K -$34.5K -369 -13%
RF
427
Rollins Financial
Georgia
$238K – – –
CAM
428
Cresset Asset Management
Illinois
$237K -$119K -1,276 -33%
MA
429
Montag & Associates
Georgia
$236K +$199K +2,136 +544%
FANJ
430
Financial Architects (New Jersey)
New Jersey
$235K -$37.8K -404 -14%
HSA
431
HBK Sorce Advisory
Pennsylvania
$235K -$20.5K -220 -8%
GLLW
432
Graves Light Lenhart Wealth
Virginia
$234K +$187 +2 +0.1%
MW
433
MBL Wealth
North Carolina
$233K +$233K +2,500 New
KeyBank National Association
434
KeyBank National Association
Ohio
$232K -$14.9K -159 -6%
HCM
435
Hollencrest Capital Management
California
$228K +$560 +6 +0.2%
WT
436
Whittier Trust
California
$225K -$13.2K -141 -6%
H
437
HoyleCohen
California
$225K – – –
ACM
438
Ategra Capital Management
Virginia
$224K – – –
SG Americas Securities
439
SG Americas Securities
New York
$224K +$54.9K +588 +32%
Walleye Capital
440
Walleye Capital
New York
$224K +$224K +2,401 New
KWM
441
Kingsview Wealth Management
Oregon
$224K -$4.48K -48 -2%
GRP
442
Global Retirement Partners
California
$222K +$222K +2,675 New
SWM
443
Spire Wealth Management
Virginia
$219K -$29K -311 -12%
PPW
444
PACK Private Wealth
Minnesota
$219K – – –
MGIA
445
Moneta Group Investment Advisors
Missouri
$218K -$560 -6 -0.3%
WBCM
446
Wilson & Boucher Capital Management
California
$217K – – –
WCM
447
Windham Capital Management
Massachusetts
$213K +$213K +2,286 New
FCI
448
Financial Counselors Inc
Kansas
$212K +$17.4K +186 +9%
PP
449
PDS Planning
Ohio
$211K +$211K +2,257 New
IGWM
450
ICA Group Wealth Management
Colorado
$211K +$211K +2,459 New
16 17
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