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Vanguard Financials ETF

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
451
UMB Bank
Missouri
$36.6K -$37.4K -460 -51%
BSB
452
Bangor Savings Bank
Maine
$36.4K
PAG
453
Paladin Advisory Group
Iowa
$36.1K
FSWA
454
Financial Synergies Wealth Advisors
Texas
$34.9K -$2.52K -31 -7%
MCA
455
Maryland Capital Advisors
Maryland
$34.4K
CCA
456
Column Capital Advisors
Indiana
$33.1K
SSB
457
Sandy Spring Bank
Maryland
$32.9K -$5.52K -68 -14%
PGAM
458
Princeton Global Asset Management
New Jersey
$32.4K
PG
459
Prostatis Group
Maryland
$31.9K +$31.9K +31,887 New
TFA
460
Toth Financial Advisory
Virginia
$31.8K +$18.7K +230 +142%
BIA
461
Bell Investment Advisors
California
$31.6K
LFG
462
Larson Financial Group
Missouri
$30.8K +$30.8K +379 New
BA
463
Ballast Advisors
Minnesota
$29.2K -$34.9K -430 -54%
Deutsche Bank
464
Deutsche Bank
Germany
$28K
KFI
465
Key Financial Inc
Pennsylvania
$27.7K +$17.4K +214 +169%
RIA
466
Realta Investment Advisors
Delaware
$27K +$27K +332 New
BBPWM
467
Blue Bell Private Wealth Management
Pennsylvania
$26.5K -$13.3K -164 -33%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$25K -$662 -8 -3%
Nomura Asset Management
469
Nomura Asset Management
Japan
$24.4K
AF
470
Advisornet Financial
Minnesota
$24.4K
CTC
471
Central Trust Company
Missouri
$24.3K
SS
472
Sunbelt Securities
Texas
$24.1K
First Manhattan
473
First Manhattan
New York
$23.2K
FDCC
474
Foster Dykema Cabot & Co
Massachusetts
$23K
CWP
475
Concord Wealth Partners
Virginia
$22.3K