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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
426
Joseph P. Lucia & Associates
New York
$246K +$1.13K +11 +0.5%
AIM
427
Acropolis Investment Management
Missouri
$243K – – –
CS
428
Capital Square
Tennessee
$242K +$242K +2,366 New
PCMC
429
Private Capital Management (Colorado)
Colorado
$242K – – –
CW
430
Channel Wealth
California
$241K +$241K +2,351 New
CFP
431
Cypress Financial Planning
New Jersey
$240K -$17.6K -172 -7%
USCWA
432
U.S. Capital Wealth Advisors
Texas
$240K +$410 +4 +0.2%
CAG
433
Csenge Advisory Group
Florida
$239K +$239K +2,330 New
CIC
434
Carnegie Investment Counsel
Ohio
$235K -$7.47K -73 -3%
FNT
435
First National Trust
Pennsylvania
$233K +$233K +2,272 New
EWA
436
Exencial Wealth Advisors
Oklahoma
$233K +$102 +1 +0%
Betterment LLC
437
Betterment LLC
New York
$232K +$232K +2,268 New
CM
438
Capital Management
Virginia
$229K – – –
BCM
439
Boltwood Capital Management
California
$227K -$5.12K -50 -2%
BSW
440
Buckingham Strategic Wealth
Missouri
$227K +$227K +2,218 New
SPIS
441
Steward Partners Investment Solutions
Oregon
$226K +$226K +2,209 New
FA
442
Fountainhead AM
New Jersey
$224K +$224K +2,187 New
CA
443
Crewe Advisors
Utah
$222K +$222K +2,165 +43,300%
HSA
444
HBK Sorce Advisory
Pennsylvania
$219K +$219K +2,137 New
WBCM
445
Wilson & Boucher Capital Management
California
$218K +$218K +2,125 New
VFA
446
Valeo Financial Advisors
Indiana
$216K +$216K +2,170 New
HCM
447
Hollencrest Capital Management
California
$216K +$614 +6 +0.3%
MG
448
Mather Group
Illinois
$216K -$2.31K -25 -1%
Fisher Asset Management
449
Fisher Asset Management
Washington
$216K -$54.2K -529 -20%
PAG
450
Private Advisory Group
Washington
$216K +$216K +2,105 New
16 17
18
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