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Vanguard Financials ETF
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Overview Fund Activity

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$32.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$138M
3
SF
3
Synovus Financial
Georgia
$48.7M
4
Ameriprise
4
Ameriprise
Minnesota
$65.3M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$14.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.57B
2
A
2
Allianz
Germany
$17.8K
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$167M
4
MFG
4
Marmo Financial Group
Tennessee
$3.3M
5
Wells Fargo
5
Wells Fargo
California
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$21.6M 196,692 +7,375 +4%
TWC
27
TD Waterhouse Canada
Ontario, Canada
$20M 183,644 +6,784 +4%
SFM
28
Soros Fund Management
New York
$19.2M 174,588 – –
EC
29
Estate Counselors
Wisconsin
$17.8M 162,060 -70 -0%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$17.8M 161,645 -13,052 -7%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$16.6M 151,224 +338 +0.2%
FSC
32
Full Sail Capital
Oklahoma
$16.5M 150,202 -3,221 -2%
AAS
33
Avantax Advisory Services
Texas
$16.5M 150,195 -2,336 -2%
CMA
34
Cedar Mountain Advisors
Oregon
$16.1M 146,654 +2,966 +2%
TF
35
Theory Financial
Colorado
$16M 141,151 +37,809 +37%
Lido Advisors
36
Lido Advisors
California
$15.9M 144,912 +16,450 +13%
TCOO
37
Trust Company of Oklahoma
Oklahoma
$15.5M 140,985 +5,886 +4%
HW
38
Hamilton Wealth
California
$15.2M 138,418 -776 -0.6%
Corient Private Wealth
39
Corient Private Wealth
Florida
$15.1M 137,723 +3,135 +2%
CWM
40
CMH Wealth Management
New Hampshire
$15M 136,166 -709 -0.5%
EDRH
41
Edmond de Rothschild Holding
Switzerland
$14.2M 128,850 +128,850 New
AWS
42
Atria Wealth Solutions
New York
$13.2M 120,056 -7,838 -6%
Mariner
43
Mariner
Kansas
$12.9M 117,656 +3,463 +3%
WA
44
WBH Advisory
Maryland
$12.9M 117,143 -2,352 -2%
HighTower Advisors
45
HighTower Advisors
Illinois
$12.6M 114,910 +4,463 +4%
Truist Financial
46
Truist Financial
North Carolina
$12.4M 113,088 +10,603 +10%
SA
47
Sanctuary Advisors
Indiana
$11.9M 95,636 -14,559 -13%
BWA
48
Bordeaux Wealth Advisors
California
$11.9M 107,840 +256 +0.2%
PS
49
Principal Securities
Iowa
$11.7M 106,172 +4,833 +5%
MPWT
50
MassMutual Private Wealth & Trust
Connecticut
$11.6M 105,418 +2,276 +2%
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