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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
476
Hazlett, Burt & Watson
West Virginia
$21K – – –
CIAS
477
Capital Investment Advisory Services
North Carolina
$20.3K – – –
FWP
478
FAS Wealth Partners
Kansas
$20.1K +$20.1K +248 New
PA
479
PSI Advisors
Florida
$19.3K – – –
S
480
SignatureFD
Georgia
$17.6K -$6.91K -85 -28%
GWSG
481
GPS Wealth Strategies Group
Colorado
$16.9K – – –
MIH
482
Meitav Investment House
Israel
$16.9K +$16.9K +209 New
CHC
483
City Holding Co
West Virginia
$16.2K – – –
TFGT
484
TS Financial Group (TSFG)
Illinois
$16K – – –
POIA
485
Pin Oak Investment Advisors
Texas
$16K – – –
GEA
486
Glen Eagle Advisors
New Jersey
$15.6K – – –
FFA
487
Farther Finance Advisors
California
$15.6K – – –
CAM
488
Costello Asset Management
Pennsylvania
$15.6K – – –
NSIM
489
North Star Investment Management
Illinois
$14.2K – – –
DF
490
DecisionPoint Financial
Arizona
$13.7K – – –
AA
491
Ancora Advisors
Ohio
$13.5K – – –
AA
492
Addison Advisors
Vermont
$13.2K -$11.8K -145 -47%
RA
493
Rise Advisors
New York
$12.8K – – –
BAM
494
Bellevue Asset Management
Washington
$12.2K – – –
EWA
495
EverSource Wealth Advisors
Alabama
$12.1K -$8.99K -111 -43%
MLA
496
MB, Levis & Associates
Pennsylvania
$11.1K – – –
CFFP
497
Center for Financial Planning
Michigan
$11K +$1.06K +13 +11%
FPF
498
First Pacific Financial
Washington
$9.75K +$9.75K +120 New
RMC
499
Resources Management Corp
Connecticut
$9K -$71K -868 -89%
TIM
500
Tortoise Investment Management
New York
$8.61K – – –
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