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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
3
SFM
Soros Fund Management
New York
$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$35.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
Wells Fargo
California
$140M
3
Bank of America
Bank of America
North Carolina
$1.99B
4
MMEA
Main Management ETF Advisors
California
$0
5
BFG
Bouchey Financial Group
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
476
Lindbrook Capital
California
$59.6K -$31.4K -379 -34%
AWM
477
Activest Wealth Management
Florida
$59.2K – – –
AWM
478
Avior Wealth Management
Nebraska
$59.1K -$580 -7 -1%
SFC
479
SYM Financial Corp
Indiana
$58.2K – – –
MA
480
MCF Advisors
Kentucky
$57.1K – – –
WAG
481
Windsor Advisory Group
Ohio
$55.1K +$55.1K +666 New
BFEC
482
Benjamin F. Edwards & Company
Missouri
$55K -$11.4K -138 -17%
FWP
483
FAS Wealth Partners
Kansas
$53.8K – – –
AWM
484
Align Wealth Management
Oklahoma
$53.4K +$53.4K +717 New
HIA
485
Harbor Investment Advisory
Maryland
$50.3K – – –
AWM
486
AllSquare Wealth Management
New York
$49.1K – – –
PK
487
Pflug Koory
Nebraska
$48K – – –
AWM
488
Atticus Wealth Management
Florida
$47.5K +$10.6K +128 +29%
GMA
489
Glassy Mountain Advisors
Maryland
$47.2K +$47.2K +571 New
CFO
490
CVA Family Office
Colorado
$46.3K – – –
BWP
491
Baldwin Wealth Partners
Massachusetts
$45.7K – – –
HDIM
492
Hanson & Doremus Investment Management
Vermont
$44K – – –
SIS
493
Sound Income Strategies
Florida
$43.4K +$745 +9 +2%
AP
494
Atwood & Palmer
Missouri
$41K +$41K +495 New
OA
495
Operose Advisors
Wisconsin
$40.5K – – –
BBPWM
496
Blue Bell Private Wealth Management
Pennsylvania
$40.5K +$40.5K +490 New
PMFA
497
Plante Moran Financial Advisors
Michigan
$39.4K -$15.4K -186 -28%
SSB
498
Sandy Spring Bank
Maryland
$39.1K – – –
FSWA
499
Financial Synergies Wealth Advisors
Texas
$38.1K – – –
BBHC
500
Brown Brothers Harriman & Co
New York
$37.6K +$32.5K +393 +634%
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