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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
426
Creative Financial Designs
Indiana
$161K +$9.69K +105 +6%
BBPWM
427
Blue Bell Private Wealth Management
Pennsylvania
$159K +$128K +1,392 +427%
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$154K – – –
WTC
429
WhitTier Trust Company
Nevada
$146K -$4.43K -48 -3%
GFPC
430
Global Financial Private Client
Florida
$138K – – –
JWA
431
JFS Wealth Advisors
Pennsylvania
$138K – – –
FHA
432
First Horizon Advisors
Tennessee
$134K +$1.11K +12 +0.8%
IGWM
433
ICA Group Wealth Management
Colorado
$127K +$127K +1,380 New
WT
434
Whittier Trust
California
$127K – – –
PIM
435
Progressive Investment Management
Oregon
$120K – – –
AF
436
Allworth Financial
California
$119K – – –
SWM
437
Spire Wealth Management
Virginia
$116K +$34K +368 +42%
VCM
438
Viewpoint Capital Management
Washington
$112K – – –
HB
439
Horizon Bancorp
Indiana
$112K – – –
RAM
440
Ramirez Asset Management
New York
$112K – – –
KHC
441
Koesten Hirschmann & Crabtree
Kansas
$106K – – –
JEST
442
JTC Employer Solutions Trustee
Jersey
$106K – – –
AAG
443
Armstrong Advisory Group
Massachusetts
$105K – – –
AWM
444
Avior Wealth Management
Nebraska
$105K +$1.2K +13 +1%
GJIA
445
Glass Jacobson Investment Advisors
Maryland
$102K +$6.09K +66 +6%
CTWM
446
Cherry Tree Wealth Management
Minnesota
$102K – – –
DCM
447
Davis Capital Management
Florida
$101K +$101K +1,092 New
SC
448
SouthState Corp
Florida
$101K – – –
ODG
449
O'Dell Group
Ohio
$97.8K +$97.8K +1,060 New
LWANC
450
Laurel Wealth Advisors (North Carolina)
North Carolina
$93.6K – – –
16 17
18
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