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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$334M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$190M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$80M
4
Osaic Holdings
Osaic Holdings
Arizona
+$37.2M
5
Wells Fargo
Wells Fargo
California
+$13.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$140M
2
HFRG
Houlihan Financial Resource Group
Virginia
-$20.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.07M
4
CA
Calton & Associates
Florida
-$6.74M
5
KWM
Keebeck Wealth Management
Illinois
-$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
426
Horizon Bancorp
Indiana
$98K +$98K +1,214 New
VCM
427
Viewpoint Capital Management
Washington
$97.7K – – –
RAM
428
Ramirez Asset Management
New York
$97.2K +$97.2K +1,210 New
KHC
429
Koesten Hirschmann & Crabtree
Kansas
$92.4K – – –
JEST
430
JTC Employer Solutions Trustee
Jersey
$92K – – –
AAG
431
Armstrong Advisory Group
Massachusetts
$91.6K -$26.7K -332 -23%
FRA
432
Front Row Advisors
California
$91.3K – – –
AWM
433
Avior Wealth Management
Nebraska
$90.5K +$482 +6 +0.5%
EWA
434
EverSource Wealth Advisors
Alabama
$89.8K +$77.8K +969 +650%
CTWM
435
Cherry Tree Wealth Management
Minnesota
$88.6K -$30.3K -377 -25%
SC
436
SouthState Corp
Florida
$87.5K – – –
GJIA
437
Glass Jacobson Investment Advisors
Maryland
$83.4K +$9.64K +120 +13%
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.5K – – –
PTC
439
Private Trust Company
Ohio
$80.4K -$2.17K -27 -3%
CT
440
Colonial Trust
South Carolina
$80.3K – – –
BFEC
441
Benjamin F. Edwards & Company
Missouri
$78K +$22.2K +277 +40%
SSB
442
Sandy Spring Bank
Maryland
$76.7K +$44.2K +550 +136%
FMII
443
Farmers & Merchants Investments Inc
Nebraska
$75.2K – – –
BlackRock
444
BlackRock
New York
$75.1K +$75.1K +935 New
SWM
445
Spire Wealth Management
Virginia
$70.9K +$4.1K +51 +6%
FMTCOCP
446
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$66K – – –
DJSG
447
D.J. St. Germain
Massachusetts
$65.9K – – –
HR
448
Howe & Rusling
New York
$64.3K – – –
HGERS
449
Householder Group Estate & Retirement Specialist
Arizona
$62.7K +$62.7K +780 New
DAC
450
Dividend Assets Capital
South Carolina
$61K – – –
16 17
18
19 20