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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$232M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
3
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$28.4M
5
PCH
5
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
26
Full Sail Capital
Oklahoma
$14.3M -$82.7K -1,062 -0.6%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$13.4M +$763K +9,797 +6%
SFM
28
Soros Fund Management
New York
$13.1M – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$12.6M -$826K -10,599 -6%
VU
30
Valence8 US
Massachusetts
$12.5M -$7.78M -99,892 -38%
AWM
31
AE Wealth Management
Kansas
$12.3M -$12.4M -159,425 -50%
TCOO
32
Trust Company of Oklahoma
Oklahoma
$12M -$739K -9,484 -6%
Corient Private Wealth
33
Corient Private Wealth
Florida
$11.7M +$954K +12,252 +9%
CMA
34
Cedar Mountain Advisors
Oregon
$11M +$428K +5,493 +4%
CWM
35
CMH Wealth Management
New Hampshire
$10.6M +$359K +4,608 +4%
NFC
36
Northeast Financial Consultants
Connecticut
$10.5M -$2.22M -28,522 -17%
AAS
37
Avantax Advisory Services
Texas
$10.4M -$384K -4,931 -4%
Mariner
38
Mariner
Kansas
$9.86M -$159K -2,043 -2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$9.76M -$3.17M -40,725 -25%
QA
40
Quantitative Advantage
Minnesota
$9.63M +$330K +4,233 +4%
EC
41
Estate Counselors
Wisconsin
$9.33M +$713K +9,150 +8%
MFG
42
Marmo Financial Group
Tennessee
$9.13M +$9.13M +117,260 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$8.89M -$1.2M -15,455 -12%
WA
44
WBH Advisory
Maryland
$8.78M +$8.78M +112,757 New
EWG
45
Executive Wealth Group
Washington
$8.42M +$33.6K +432 +0.4%
Goldman Sachs
46
Goldman Sachs
New York
$8.37M -$5.19M -66,620 -38%
HighTower Advisors
47
HighTower Advisors
Illinois
$8.05M -$5.55M -71,225 -41%
CAN
48
Cetera Advisor Networks
California
$7.52M -$833K -10,692 -10%
MPWT
49
MassMutual Private Wealth & Trust
Connecticut
$7.43M +$222K +2,845 +3%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$7.2M -$2.02M -25,993 -22%
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