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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$19.5M +$4.99M +48,748 +34%
SFM
27
Soros Fund Management
New York
$17.9M – – –
TWC
28
TD Waterhouse Canada
Ontario, Canada
$17.6M +$2.81M +28,015 +19%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$16.8M -$888K -8,670 -5%
AAS
30
Avantax Advisory Services
Texas
$15.8M +$1.04M +10,186 +7%
FSC
31
Full Sail Capital
Oklahoma
$15.8M -$82.3K -804 -0.5%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$15.7M -$196K -1,914 -1%
CMA
33
Cedar Mountain Advisors
Oregon
$14.6M -$30.5K -298 -0.2%
AWS
34
Atria Wealth Solutions
New York
$14.3M +$5.03M +49,152 +54%
TCOO
35
Trust Company of Oklahoma
Oklahoma
$14.1M -$298K -2,915 -2%
CWM
36
CMH Wealth Management
New Hampshire
$13.9M -$968K -9,455 -7%
EC
37
Estate Counselors
Wisconsin
$12.9M – – –
WA
38
WBH Advisory
Maryland
$12.3M -$66.9K -653 -0.5%
Mariner
39
Mariner
Kansas
$12M -$210K -2,048 -2%
Lido Advisors
40
Lido Advisors
California
$11.8M +$1.51M +14,779 +15%
MFG
41
Marmo Financial Group
Tennessee
$11.6M +$326K +3,184 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$11.5M +$547K +5,346 +5%
HighTower Advisors
43
HighTower Advisors
Illinois
$11.4M -$1.07M -10,459 -9%
Corient Private Wealth
44
Corient Private Wealth
Florida
$11.3M -$4.29M -41,933 -27%
HW
45
Hamilton Wealth
California
$11.1M +$355K +3,470 +3%
Goldman Sachs
46
Goldman Sachs
New York
$10.8M +$1.04M +10,169 +11%
CA
47
Cetera Advisors
Colorado
$10.4M +$9.29M +90,735 +822%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$10.3M +$225K +2,199 +2%
PS
49
Principal Securities
Iowa
$10.2M +$432K +4,219 +4%
WCM
50
Winthrop Capital Management
Indiana
$10.1M +$77.2K +754 +0.8%
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