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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
476
Hanson & Doremus Investment Management
Vermont
$49K – – –
SIS
477
Sound Income Strategies
Florida
$47.5K – – –
AssetMark Inc
478
AssetMark Inc
California
$47.1K +$34.1K +370 +264%
OA
479
Operose Advisors
Wisconsin
$45.2K – – –
CIA
480
Cape Investment Advisory
Georgia
$44.6K -$135K -1,466 -75%
PMFA
481
Plante Moran Financial Advisors
Michigan
$43.9K – – –
EWA
482
EverSource Wealth Advisors
Alabama
$43.4K -$59.8K -648 -58%
BWP
483
Baldwin Wealth Partners
Massachusetts
$43K – – –
UB
484
UMB Bank
Missouri
$41.5K – – –
PAG
485
Paladin Advisory Group
Iowa
$41K – – –
BL
486
BFSG LLC
California
$39.4K +$39.4K +427 New
DF
487
Dunhill Financial
United Kingdom
$39.3K -$2.58M -27,945 -98%
AWM
488
Atticus Wealth Management
Florida
$39.2K +$462 +5 +1%
MCA
489
Maryland Capital Advisors
Maryland
$39.1K – – –
FSWA
490
Financial Synergies Wealth Advisors
Texas
$38.1K +$2.57K +31 +7%
PGAM
491
Princeton Global Asset Management
New Jersey
$36.8K – – –
BIA
492
Bell Investment Advisors
California
$36.5K +$461 +5 +1%
SL
493
Salomon & Ludwin
Virginia
$36.2K – – –
KFI
494
Key Financial Inc
Pennsylvania
$36.1K +$4.61K +50 +15%
PA
495
Pineridge Advisors
Missouri
$32.4K +$32.4K +351 New
MSWM
496
McGlone Suttner Wealth Management
Wisconsin
$32K +$32K +347 New
Deutsche Bank
497
Deutsche Bank
Germany
$31.8K – – –
MSG
498
Main Street Group
Virginia
$31.7K +$31.7K +344 New
GEA
499
Glen Eagle Advisors
New Jersey
$31.6K – – –
MA
500
Montag & Associates
Georgia
$30.8K -$9.23K -100 -23%
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