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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
SWM
Stapp Wealth Management
Washington
$24.1M
3
MFG
Marmo Financial Group
Tennessee
$9.13M
4
TC
TAP Consulting
Missouri
$4.44M
5
HF
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$232M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.4M
5
PCH
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
476
PSI Advisors
Florida
$18.5K – – –
OIA
477
Optimum Investment Advisors
Illinois
$16.7K – – –
GWSG
478
GPS Wealth Strategies Group
Colorado
$16.2K +$16.2K +208 New
TFGT
479
TS Financial Group (TSFG)
Illinois
$16K – – –
POIA
480
Pin Oak Investment Advisors
Texas
$16K – – –
CHC
481
City Holding Co
West Virginia
$15.6K – – –
NFSG
482
Newbridge Financial Services Group
Florida
$15.3K +$2.1K +27 +16%
FFA
483
Farther Finance Advisors
California
$15K -$2.03K -26 -12%
GEA
484
Glen Eagle Advisors
New Jersey
$15K – – –
CAM
485
Costello Asset Management
Pennsylvania
$15K – – –
AssetMark Inc
486
AssetMark Inc
California
$13.9K +$2.18K +28 +19%
NSIM
487
North Star Investment Management
Illinois
$13.6K +$78 +1 +0.6%
DF
488
DecisionPoint Financial
Arizona
$13.2K -$7.09K -91 -35%
CA
489
Clearstead Advisors
Ohio
$13.2K -$4.52K -58 -26%
AA
490
Ancora Advisors
Ohio
$12.9K – – –
TFA
491
Toth Financial Advisory
Virginia
$12.6K -$1.56K -20 -11%
Commonwealth Equity Services
492
Commonwealth Equity Services
Massachusetts
$11.8K -$232 -2,975 -2%
BAM
493
Bellevue Asset Management
Washington
$11.7K – – –
AWM
494
Accel Wealth Management
Iowa
$11.4K +$8.96K +115 +371%
MLA
495
MB, Levis & Associates
Pennsylvania
$10.7K – – –
KFI
496
Key Financial Inc
Pennsylvania
$9.89K +$5.37K +69 +119%
CFFP
497
Center for Financial Planning
Michigan
$9.58K – – –
TIM
498
Tortoise Investment Management
New York
$8.26K – – –
EWM
499
EPG Wealth Management
Georgia
$8.02K – – –
UIA
500
Ulland Investment Advisors
Minnesota
$8K -$54.8K -685 -87%
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