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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
426
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K – – –
DJSG
427
D.J. St. Germain
Massachusetts
$66.6K +$66.6K +820 New
HR
428
Howe & Rusling
New York
$65K – – –
DAC
429
Dividend Assets Capital
South Carolina
$62K – – –
PCFFS
430
Pacific Center for Financial Services
California
$61.6K – – –
PIAS
431
PCA Investment Advisory Services
Ohio
$61.5K +$61.5K +756 New
CAS
432
Coppell Advisory Solutions
Texas
$59.8K +$59.8K +741 New
LC
433
Lindbrook Capital
California
$58.6K – – –
SFC
434
SYM Financial Corp
Indiana
$57.1K – – –
BFEC
435
Benjamin F. Edwards & Company
Missouri
$57K +$1.47K +18 +3%
WP
436
WealthPLAN Partners
Nebraska
$53K – – –
MA
437
Montag & Associates
Georgia
$52.9K -$67.5K -826 -56%
HIA
438
Harbor Investment Advisory
Maryland
$49.4K – – –
PK
439
Pflug Koory
Nebraska
$47.5K – – –
CWC
440
Carolinas Wealth Consulting
North Carolina
$47.5K – – –
AWM
441
Atticus Wealth Management
Florida
$46.9K – – –
AWM
442
AllSquare Wealth Management
New York
$46K – – –
CFO
443
CVA Family Office
Colorado
$45.5K – – –
HDIM
444
Hanson & Doremus Investment Management
Vermont
$43K – – –
SIS
445
Sound Income Strategies
Florida
$41.8K – – –
GWM
446
Guardian Wealth Management
Illinois
$41.8K – – –
CPG
447
Cornerstone Planning Group
New Jersey
$41.4K +$41.4K +509 New
OA
448
Operose Advisors
Wisconsin
$39.8K – – –
PMFA
449
Plante Moran Financial Advisors
Michigan
$38.7K – – –
BWP
450
Baldwin Wealth Partners
Massachusetts
$37.9K -$6.99K -86 -16%
16 17
18
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