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Vanguard Financials ETF
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Overview Fund Activity

700 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+75
Holders Change %
+12%
% of All Funds
9.32%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$52.4M
2
Wells Fargo
Wells Fargo
California
+$25.5M
3
A
Allianz
Germany
+$21.6M
4
PP
Prudential plc
United Kingdom
+$20M
5
AP
Advisors Preferred
Maryland
+$17.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$57.5M
2
Bank of America
Bank of America
North Carolina
-$47.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$27.5M
4
SF
Synovus Financial
Georgia
-$26.7M
5
MIS
Morningstar Investment Services
Illinois
-$24.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
476
Global Retirement Partners
California
$269K +$44.9K +380 +20%
WP
477
WMS Partners
Maryland
$266K -$1.77K -15 -0.7%
CB
478
Chris Bulman
California
$266K – – –
CM
479
Capital Management
Virginia
$264K – – –
HSA
480
HBK Sorce Advisory
Pennsylvania
$261K +$8.74K +74 +3%
PCS
481
Private Client Services
Kentucky
$259K +$6.26K +53 +2%
CFS
482
Coordinated Financial Services
Colorado
$256K +$256K +2,169 New
IA
483
IFP Advisors
Florida
$256K +$26.6K +225 +12%
BAM
484
Belpointe Asset Management
Nevada
$255K +$333 +3 +0.1%
Fisher Asset Management
485
Fisher Asset Management
Washington
$252K -$12.2K -103 -5%
HCM
486
Hollencrest Capital Management
California
$252K +$1.89K +16 +0.8%
SPC
487
Spirepoint Private Client
Florida
$251K +$251K +2,127 New
CW
488
Channel Wealth
California
$250K -$6.85K -58 -3%
FCI
489
Financial Counselors Inc
Kansas
$250K +$250K +2,118 New
ZF
490
Zhang Financial
Michigan
$250K – – –
SSWM
491
Sheets Smith Wealth Management
North Carolina
$249K +$249K +2,110 New
PAG
492
Private Advisory Group
Washington
$249K – – –
BBHC
493
Brown Brothers Harriman & Co
New York
$245K +$211K +1,787 +616%
MWM
494
Mascagni Wealth Management
Mississippi
$245K +$245K +2,047 New
KCM
495
Kathmere Capital Management
Pennsylvania
$243K +$243K +2,060 New
VFG
496
Valley Financial Group
Pennsylvania
$242K -$236 -2 -0.1%
WBCM
497
Wilson & Boucher Capital Management
California
$239K – – –
SC
498
Savant Capital
Illinois
$239K -$9.56K -81 -4%
SAM
499
Summit Asset Management
Tennessee
$239K +$1.3K +11 +0.5%
LA
500
Legacy Advisors
Pennsylvania
$237K – – –
18 19
20
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