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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
HFRG
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
4
CA
Calton & Associates
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
451
Pacific Center for Financial Services
California
$60.9K – – –
LC
452
Lindbrook Capital
California
$57.9K – – –
SFC
453
SYM Financial Corp
Indiana
$56.5K – – –
MFA
454
McClarren Financial Advisors
Pennsylvania
$55K -$30.9K -391 -36%
First Manhattan
455
First Manhattan
New York
$54.1K +$31.1K +387 +135%
BL
456
Balentine LLC
Georgia
$49.5K +$49.5K +616 New
HIA
457
Harbor Investment Advisory
Maryland
$48.8K – – –
AWM
458
AllSquare Wealth Management
New York
$47.6K – – –
PK
459
Pflug Koory
Nebraska
$47K – – –
HDIM
460
Hanson & Doremus Investment Management
Vermont
$42K – – –
SIS
461
Sound Income Strategies
Florida
$41.4K – – –
GWM
462
Guardian Wealth Management
Illinois
$41.3K – – –
OA
463
Operose Advisors
Wisconsin
$39.4K – – –
PMFA
464
Plante Moran Financial Advisors
Michigan
$38.2K – – –
BWP
465
Baldwin Wealth Partners
Massachusetts
$37.4K – – –
SL
466
Salomon & Ludwin
Virginia
$36.2K -$178K -2,211 -83%
UB
467
UMB Bank
Missouri
$36.1K – – –
PAG
468
Paladin Advisory Group
Iowa
$35.7K – – –
MA
469
Montag & Associates
Georgia
$35.1K -$17.3K -214 -33%
FSWA
470
Financial Synergies Wealth Advisors
Texas
$34.5K – – –
MCA
471
Maryland Capital Advisors
Maryland
$34.1K – – –
AWM
472
Atticus Wealth Management
Florida
$33.7K -$12.6K -157 -27%
CCA
473
Column Capital Advisors
Indiana
$32.8K – – –
PGAM
474
Princeton Global Asset Management
New Jersey
$32K – – –
BIA
475
Bell Investment Advisors
California
$31.4K +$161 +2 +0.5%
17 18
19
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