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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.2M
3
PCH
3
PGIM Custom Harvest
New Jersey
$103M
4
BWA
4
Bordeaux Wealth Advisors
California
$10.7M
5
TF
5
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
3
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23M
5
SWP
5
Strategic Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$17.7M 176,860 +1,755 +1%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$17.4M 174,697 +10,283 +6%
SFM
28
Soros Fund Management
New York
$17.4M 174,588 – –
EC
29
Estate Counselors
Wisconsin
$16.2M 162,130 +35,850 +28%
FSC
30
Full Sail Capital
Oklahoma
$15.3M 153,423 -1,108 -0.7%
AAS
31
Avantax Advisory Services
Texas
$15.2M 152,531 -2,111 -1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$15.1M 150,886 -2,058 -1%
CMA
33
Cedar Mountain Advisors
Oregon
$14.4M 143,688 +917 +0.6%
HW
34
Hamilton Wealth
California
$13.9M 139,194 +30,334 +28%
CWM
35
CMH Wealth Management
New Hampshire
$13.7M 136,875 +1,352 +1%
TCOO
36
Trust Company of Oklahoma
Oklahoma
$13.5M 135,099 -2,912 -2%
Corient Private Wealth
37
Corient Private Wealth
Florida
$13.4M 134,588 +23,924 +22%
Goldman Sachs
38
Goldman Sachs
New York
$13.1M 131,033 +25,409 +24%
Lido Advisors
39
Lido Advisors
California
$12.9M 128,462 +13,388 +12%
AWS
40
Atria Wealth Solutions
New York
$12.8M 127,894 -11,944 -9%
WA
41
WBH Advisory
Maryland
$11.9M 119,495 -421 -0.4%
Mariner
42
Mariner
Kansas
$11.4M 114,193 -2,939 -3%
HighTower Advisors
43
HighTower Advisors
Illinois
$11M 110,447 -947 -0.9%
SA
44
Sanctuary Advisors
Indiana
$10.9M 110,195 +110,195 New
BWA
45
Bordeaux Wealth Advisors
California
$10.7M 107,584 +107,584 New
MFG
46
Marmo Financial Group
Tennessee
$10.5M 105,320 -7,610 -7%
TF
47
Theory Financial
Colorado
$10.3M 103,342 +62,509 +153%
MPWT
48
MassMutual Private Wealth & Trust
Connecticut
$10.3M 103,142 +2,157 +2%
Truist Financial
49
Truist Financial
North Carolina
$10.2M 102,485 +11,447 +13%
PS
50
Principal Securities
Iowa
$10.1M 101,339 +2,188 +2%
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