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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
Morgan Stanley
New York
$416M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
Colony Group
Massachusetts
$17M
5
PWS
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$705M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
Bessemer Group
New Jersey
$126M
4
MW
Marks Wealth
Maryland
$7.83M
5
VR
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
451
SeaCrest Wealth Management
New York
$210K +$210K +2,246 New
NL
452
NWAM LLC
Washington
$209K -$9.15K -98 -4%
CM
453
Capital Management
Virginia
$209K – – –
EWM
454
Evercore Wealth Management
New York
$209K – – –
AMBIA
455
Allen Mooney & Barnes Investment Advisors
Georgia
$209K +$209K +2,235 New
VAS
456
Vestmark Advisory Solutions
Massachusetts
$208K +$208K +2,224 New
BWM
457
Baystate Wealth Management
Massachusetts
$205K +$187 +2 +0.1%
TCWA
458
Ten Capital Wealth Advisors
Washington
$202K – – –
VCM
459
Viewpoint Capital Management
Washington
$199K – – –
BCV
460
Banque Cantonale Vaudoise
Switzerland
$187K – – –
ATC
461
Adirondack Trust Company
New York
$187K +$187K +2,000 New
EDRH
462
Edmond de Rothschild Holding
Switzerland
$182K – – –
BWA
463
BDO Wealth Advisors
Florida
$166K -$1.77K -19 -1%
MCC
464
Money Concepts Capital
Florida
$162K +$141K +1,509 +674%
EIP
465
Ellis Investment Partners
Pennsylvania
$161K +$27.3K +293 +20%
GWM
466
Geneos Wealth Management
Colorado
$158K -$92.3K -990 -37%
Kayne Anderson Rudnick Investment Management
467
Kayne Anderson Rudnick Investment Management
California
$156K -$11K -118 -7%
BW
468
Bison Wealth
Georgia
$151K -$4.48K -48 -3%
WFA
469
Wellspring Financial Advisors
Ohio
$151K +$151K +1,621 New
WTC
470
WhitTier Trust Company
Nevada
$148K – – –
TFS
471
TrustCore Financial Services
Tennessee
$145K – – –
BA
472
Ballast Advisors
Minnesota
$143K -$7.59K -81 -5%
WB
473
West Bancorporation
Iowa
$143K – – –
FRA
474
Front Row Advisors
California
$140K – – –
JWA
475
JFS Wealth Advisors
Pennsylvania
$139K -$18.9K -203 -12%
17 18
19
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