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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JEST
451
JTC Employer Solutions Trustee
Jersey
$95K – – –
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$93.6K -$10.5K -127 -10%
FRA
453
Front Row Advisors
California
$93K – – –
CPG
454
Cornerstone Planning Group
New Jersey
$92K +$92K +1,089 New
SWM
455
Spire Wealth Management
Virginia
$92K +$2.15K +26 +2%
USCWA
456
U.S. Capital Wealth Advisors
Texas
$88.5K +$88.5K +1,070 New
Citadel Advisors
457
Citadel Advisors
Florida
$85.5K -$998K -12,064 -92%
LWANC
458
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K – – –
CFD
459
Creative Financial Designs
Indiana
$82.7K – – –
CT
460
Colonial Trust
South Carolina
$82.7K +$82.7K +1,000 New
PTC
461
Private Trust Company
Ohio
$81K – – –
EWA
462
EverSource Wealth Advisors
Alabama
$80.6K +$57.8K +699 +254%
UB
463
UMB Bank
Missouri
$78K -$1.24M -15,000 -94%
FMII
464
Farmers & Merchants Investments Inc
Nebraska
$77.4K – – –
GJIA
465
Glass Jacobson Investment Advisors
Maryland
$74.2K +$74.2K +897 New
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$74K -$70.4K -848 -49%
Belvedere Trading
467
Belvedere Trading
Illinois
$72.1K +$72.1K +871 New
GWM
468
Geneos Wealth Management
Colorado
$71.2K -$16.5K -200 -19%
WB
469
Webster Bank
Connecticut
$71K – – –
FMTCOCP
470
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K +$59.8K +725 +725%
SBL
471
Sargent Bickham Lagudis
Colorado
$66.6K – – –
HR
472
Howe & Rusling
New York
$66.2K – – –
UIA
473
Ulland Investment Advisors
Minnesota
$65K – – –
DAC
474
Dividend Assets Capital
South Carolina
$63K – – –
CWC
475
Carolinas Wealth Consulting
North Carolina
$60.9K +$579 +7 +1%
17 18
19
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