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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.

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
1
Morgan Stanley
New York
$502M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
3
Advisors Preferred
Maryland
$59.5M
4
MIS
4
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$1.09M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
5
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
26
Soros Fund Management
New York
$16.1M – – –
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$16M -$2.57M -27,867 -14%
FSC
28
Full Sail Capital
Oklahoma
$14.3M -$1.76M -19,066 -11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$14.3M -$1.82M -19,724 -11%
Corient Private Wealth
30
Corient Private Wealth
Florida
$14.1M +$174K +1,886 +1%
Barclays
31
Barclays
United Kingdom
$13.9M +$13.4M +145,650 +2,870%
TWC
32
TD Waterhouse Canada
Ontario, Canada
$13.6M +$2.68M +28,941 +24%
CWM
33
CMH Wealth Management
New Hampshire
$13.4M +$159K +1,727 +1%
AAS
34
Avantax Advisory Services
Texas
$13.3M -$1.5M -16,260 -10%
CMA
35
Cedar Mountain Advisors
Oregon
$13.2M +$44.7K +485 +0.3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$13.1M +$79.4K +861 +0.6%
CAN
37
Cetera Advisor Networks
California
$13.1M -$8.2M -88,902 -39%
TCOO
38
Trust Company of Oklahoma
Oklahoma
$13M -$343K -3,714 -3%
AAS
39
Ameritas Advisory Services
Nebraska
$11.8M +$10.6M +114,570 +901%
EC
40
Estate Counselors
Wisconsin
$11.7M +$42K +455 +0.4%
HighTower Advisors
41
HighTower Advisors
Illinois
$11.2M +$248K +2,683 +2%
WA
42
WBH Advisory
Maryland
$11.1M +$854K +9,256 +8%
Mariner
43
Mariner
Kansas
$11M +$56.3K +610 +0.5%
NYLIM
44
New York Life Investment Management
New York
$10.8M +$1.71M +18,509 +19%
MFG
45
Marmo Financial Group
Tennessee
$10.1M -$257K -2,788 -2%
EWG
46
Executive Wealth Group
Washington
$9.9M -$110K -1,196 -1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$9.83M -$977K -10,594 -9%
NFC
48
Northeast Financial Consultants
Connecticut
$9.72M -$1.55M -16,775 -14%
HW
49
Hamilton Wealth
California
$9.72M -$263K -2,854 -3%
Lido Advisors
50
Lido Advisors
California
$9.25M +$8.55M +92,683 +1,218%
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