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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$255M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$110M
3
AP
Advisors Preferred
Maryland
+$59.5M
4
MIS
Morningstar Investment Services
Illinois
+$29.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$18.4M

Top Sellers

1
LWM
Liberty Wealth Management
California
-$315M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$172M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$81.6M
4
Osaic Holdings
Osaic Holdings
Arizona
-$40M
5
Wells Fargo
Wells Fargo
California
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
451
Colonial Trust
South Carolina
$92.3K – – –
BWM
452
BKM Wealth Management
Wisconsin
$92.3K +$92.3K +1,000 New
FMII
453
Farmers & Merchants Investments Inc
Nebraska
$86.4K – – –
BFEC
454
Benjamin F. Edwards & Company
Missouri
$86K -$4.17K -45 -5%
AEPWM
455
Atlantic Edge Private Wealth Management
Florida
$83.5K +$83.5K +905 New
SSB
456
Sandy Spring Bank
Maryland
$83.5K -$4.61K -50 -5%
GCM
457
Gables Capital Management
Florida
$76.4K +$76.4K +828 New
FMTCOCP
458
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76K – – –
PTC
459
Private Trust Company
Ohio
$74K -$18.4K -199 -20%
HR
460
Howe & Rusling
New York
$73.8K – – –
HGERS
461
Householder Group Estate & Retirement Specialist
Arizona
$71K – – –
AA
462
Ancora Advisors
Ohio
$70.1K +$54.8K +594 +358%
DAC
463
Dividend Assets Capital
South Carolina
$70K – – –
PCFFS
464
Pacific Center for Financial Services
California
$69.9K – – –
DJSG
465
D.J. St. Germain
Massachusetts
$67.8K -$7.84K -85 -10%
LC
466
Lindbrook Capital
California
$66.5K – – –
MFA
467
McClarren Financial Advisors
Pennsylvania
$65K +$831 +9 +1%
SFC
468
SYM Financial Corp
Indiana
$64.9K – – –
TRCT
469
Tower Research Capital (TRC)
New York
$63.4K -$1.83M -19,837 -97%
First Manhattan
470
First Manhattan
New York
$62.1K – – –
GWM
471
Geneos Wealth Management
Colorado
$59.4K -$71.4K -774 -55%
HIA
472
Harbor Investment Advisory
Maryland
$56.1K – – –
AWM
473
AllSquare Wealth Management
New York
$54.7K – – –
PK
474
Pflug Koory
Nebraska
$54K – – –
CFO
475
CVA Family Office
Colorado
$51.7K +$51.7K +560 New
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