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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
426
ICA Group Wealth Management
Colorado
$173K +$173K +2,082 New
BCV
427
Banque Cantonale Vaudoise
Switzerland
$166K – – –
FHA
428
First Horizon Advisors
Tennessee
$165K +$52.1K +630 +46%
TCWA
429
Ten Capital Wealth Advisors
Washington
$163K +$83 +1 +0.1%
EDRH
430
Edmond de Rothschild Holding
Switzerland
$161K – – –
CAM
431
Cresset Asset Management
Illinois
$159K -$22.8K -1,901 -13%
HB
432
Horizon Bancorp
Indiana
$150K +$150K +1,818 New
BWM
433
Baystate Wealth Management
Massachusetts
$147K +$83 +1 +0.1%
MIA
434
Milestone Investment Advisors
Wisconsin
$146K +$146K +1,767 New
Kayne Anderson Rudnick Investment Management
435
Kayne Anderson Rudnick Investment Management
California
$139K – – –
WTC
436
WhitTier Trust Company
Nevada
$131K – – –
JWA
437
JFS Wealth Advisors
Pennsylvania
$123K – – –
MCC
438
Money Concepts Capital
Florida
$123K +$91K +1,100 +282%
BA
439
Ballast Advisors
Minnesota
$119K – – –
AF
440
Allworth Financial
California
$117K – – –
BAAM
441
Baker Avenue Asset Management
California
$116K +$116K +1,401 New
TFS
442
TrustCore Financial Services
Tennessee
$115K – – –
AIM
443
Acropolis Investment Management
Missouri
$113K – – –
GWM
444
Guardian Wealth Management
Illinois
$113K +$71.1K +859 +169%
Jones Financial Companies
445
Jones Financial Companies
Missouri
$113K – – –
PIM
446
Progressive Investment Management
Oregon
$108K +$108K +1,300 New
CA
447
CoreCap Advisors
Michigan
$107K +$107K +1,294 New
EWM
448
Endurance Wealth Management
Rhode Island
$106K +$106K +1,285 New
VCM
449
Viewpoint Capital Management
Washington
$101K +$165 +2 +0.2%
KHC
450
Koesten Hirschmann & Crabtree
Kansas
$95.1K +$95.1K +1,150 New
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