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Vanguard Financials ETF

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Shares
Change %
HR
426
Howe & Rusling
New York
$62.3K
BA
427
Ballast Advisors
Minnesota
$61.5K -$50.9K -653 -45%
PCFFS
428
Pacific Center for Financial Services
California
$59K +$59K +758 New
LC
429
Lindbrook Capital
California
$56.2K
SFC
430
SYM Financial Corp
Indiana
$54.8K
MA
431
MCF Advisors
Kentucky
$53.7K
BFEC
432
Benjamin F. Edwards & Company
Missouri
$53K +$938 +12 +2%
WP
433
WealthPLAN Partners
Nebraska
$50.8K +$50.8K +652 New
HIA
434
Harbor Investment Advisory
Maryland
$47.4K
AWM
435
AllSquare Wealth Management
New York
$46.2K
PK
436
Pflug Koory
Nebraska
$45.6K
CWC
437
Carolinas Wealth Consulting
North Carolina
$45.3K -$12.2K -156 -21%
AWM
438
Atticus Wealth Management
Florida
$44.9K +$234 +3 +0.5%
CFO
439
CVA Family Office
Colorado
$43.6K
BWP
440
Baldwin Wealth Partners
Massachusetts
$43K
HDIM
441
Hanson & Doremus Investment Management
Vermont
$41K
SIS
442
Sound Income Strategies
Florida
$40.1K -$701 -9 -2%
GWM
443
Guardian Wealth Management
Illinois
$40K -$66.4K -853 -62%
MMEA
444
Main Management ETF Advisors
California
$40K +$40K +510 New
BBPWM
445
Blue Bell Private Wealth Management
Pennsylvania
$38.2K
OA
446
Operose Advisors
Wisconsin
$38.2K
PMFA
447
Plante Moran Financial Advisors
Michigan
$37.1K
SSB
448
Sandy Spring Bank
Maryland
$36.8K +$78 +1 +0.2%
FCA
449
Fortis Capital Advisors
Kansas
$36.1K +$36.1K +463 New
FSWA
450
Financial Synergies Wealth Advisors
Texas
$35.9K