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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
SWM
Stapp Wealth Management
Washington
$24.1M
3
MFG
Marmo Financial Group
Tennessee
$9.13M
4
TC
TAP Consulting
Missouri
$4.44M
5
HF
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$232M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.4M
5
PCH
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
451
Bangor Savings Bank
Maine
$34.9K – – –
PAG
452
Paladin Advisory Group
Iowa
$34.6K +$34.6K +444 New
MCA
453
Maryland Capital Advisors
Maryland
$33K – – –
CCA
454
Column Capital Advisors
Indiana
$31.8K +$8.18K +105 +35%
GIA
455
GHP Investment Advisors
Colorado
$31.2K – – –
PGAM
456
Princeton Global Asset Management
New Jersey
$31.1K – – –
BTI
457
Blue Trust Inc
Georgia
$31K +$4.73K +57 +18%
BIA
458
Bell Investment Advisors
California
$30.3K +$233 +3 +0.8%
SN
459
Sittner & Nelson
Oregon
$27.3K +$27.3K +350 New
HGERS
460
Householder Group Estate & Retirement Specialist
Arizona
$27K +$27K +351 New
Deutsche Bank
461
Deutsche Bank
Germany
$26.9K – – –
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$24K -$45.1K -582 -65%
AA
463
Addison Advisors
Vermont
$24K +$2.73K +35 +13%
S
464
SignatureFD
Georgia
$23.5K +$6.62K +85 +39%
Nomura Asset Management
465
Nomura Asset Management
Japan
$23.4K – – –
AF
466
Advisornet Financial
Minnesota
$23.4K – – –
CTC
467
Central Trust Company
Missouri
$23.3K – – –
MFA
468
McClarren Financial Advisors
Pennsylvania
$23K +$155 +2 +0.7%
SS
469
Sunbelt Securities
Texas
$22.8K +$22.8K +296 New
First Manhattan
470
First Manhattan
New York
$22.3K – – –
FDCC
471
Foster Dykema Cabot & Co
Massachusetts
$22K +$22K +288 New
CWP
472
Concord Wealth Partners
Virginia
$21.3K – – –
EWA
473
EverSource Wealth Advisors
Alabama
$20.2K -$55.5K -714 -73%
CIAS
474
Capital Investment Advisory Services
North Carolina
$19.5K – – –
HBW
475
Hazlett, Burt & Watson
West Virginia
$19K +$76 +1 +0.4%
17 18
19
20 21