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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.

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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.95B
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.9M
4
CA
4
Calton & Associates
Florida
$0
5
KWM
5
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$14.5M +$150K +1,868 +1%
SFM
27
Soros Fund Management
New York
$14M -$1.92M -23,912 -12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$14M +$147K +1,833 +1%
FSC
29
Full Sail Capital
Oklahoma
$14M -$107K -1,329 -0.8%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$13.3M +$10.3M +128,720 +354%
AAS
31
Avantax Advisory Services
Texas
$12.9M +$2.18M +27,144 +20%
Corient Private Wealth
32
Corient Private Wealth
Florida
$12.1M -$415K -5,170 -3%
Goldman Sachs
33
Goldman Sachs
New York
$12M -$355K -4,418 -3%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$11.8M -$69.6K -866 -0.6%
TCOO
35
Trust Company of Oklahoma
Oklahoma
$11.6M -$353K -4,398 -3%
CWM
36
CMH Wealth Management
New Hampshire
$11.6M +$298K +3,683 +3%
CMA
37
Cedar Mountain Advisors
Oregon
$11.5M +$90.8K +1,131 +0.8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$11.3M -$2.9M -36,119 -20%
AWS
39
Atria Wealth Solutions
New York
$11.3M +$8.04M +99,635 +245%
EC
40
Estate Counselors
Wisconsin
$10.1M -$266K -3,310 -3%
AWM
41
AE Wealth Management
Kansas
$9.87M -$151K -1,879 -2%
NFC
42
Northeast Financial Consultants
Connecticut
$9.81M -$231K -2,875 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.56M +$1.51M +18,821 +19%
Mariner
44
Mariner
Kansas
$9.52M +$42.5K +529 +0.4%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$9.51M +$2.02M +25,119 +27%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$9.41M +$1.2M +15,002 +15%
MFG
47
Marmo Financial Group
Tennessee
$9.04M -$175K -2,185 -2%
WA
48
WBH Advisory
Maryland
$8.94M -$264K -3,284 -3%
Envestnet Portfolio Solutions
49
Envestnet Portfolio Solutions
Illinois
$8.73M +$8.73M +108,666 New
EWG
50
Executive Wealth Group
Washington
$8.72M +$29.2K +363 +0.3%
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