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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$159M
2
Citigroup
Citigroup
New York
$62M
3
AIC
Ameritas Investment Company
Nebraska
$50.7M
4
ETC
Exchange Traded Concepts
Oklahoma
$34.5M
5
AWM
AE Wealth Management
Kansas
$20.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$735M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.8M
4
MIM
Morningstar Investment Management
Illinois
$25.7M
5
VR
Viridian RIA
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
451
Sandy Spring Bank
Maryland
$44K -$4.58K -50 -9%
EWM
452
Edge Wealth Management
New York
$43K – – –
CIR
453
Clear Investment Research
Georgia
$42K – – –
First Manhattan
454
First Manhattan
New York
$42K +$14.6K +160 +53%
BMD
455
Better Money Decisions
New Mexico
$39K +$39K +425 New
PGAM
456
Princeton Global Asset Management
New Jersey
$37K – – –
CPFP
457
Clear Perspectives Financial Planning
Ohio
$37K +$37K +400 New
MA
458
Montag & Associates
Georgia
$36K +$36K +393 New
BIA
459
Bell Investment Advisors
California
$35K +$35K +374 New
RBC
460
Roble Belko & Company
Pennsylvania
$34K – – –
LWA
461
Lenox Wealth Advisors
New York
$34K +$6.19K +67 +22%
GAM
462
Gemmer Asset Management
California
$34K +$18.6K +200 +120%
SBL
463
Sargent Bickham Lagudis
Colorado
$33K -$564 -6 -2%
CFO
464
CVA Family Office
Colorado
$33K – – –
CWP
465
Concord Wealth Partners
Virginia
$28K -$9.76K -107 -26%
BWP
466
Baldwin Wealth Partners
Massachusetts
$25K – – –
EI
467
Ellevest Inc
New York
$25K – – –
JIR
468
James Investment Research
Ohio
$25K +$21.5K +236 +621%
GM
469
GeoWealth Management
Illinois
$25K +$25K +270 New
RFWA
470
RPg Family Wealth Advisory
Massachusetts
$24.7K – – –
NFSG
471
Newbridge Financial Services Group
Florida
$24K -$409K -4,500 -94%
CIAS
472
Capital Investment Advisory Services
North Carolina
$23K – – –
PCG
473
Private Capital Group
Connecticut
$23K – – –
JGIA
474
Jackson Grant Investment Advisers
Connecticut
$22K – – –
PA
475
PSI Advisors
Florida
$22K +$22K +238 New
17 18
19
20 21