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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 %
TLCM
501
Twin Lakes Capital Management
California
$7.95K – – –
SIC
502
Salem Investment Counselors
North Carolina
$7.79K – – –
NMG
503
New Millennium Group
Utah
$7.79K – – –
RWPA
504
Richard W. Paul & Associates
Michigan
$7.71K – – –
GI
505
Gradient Investments
Minnesota
$7.71K – – –
FA
506
Faithward Advisors
Pennsylvania
$7.6K -$5.47K -72 -42%
FA
507
Fortis Advisors
Pennsylvania
$7.52K +$78 +1 +1%
SCA
508
Stonebridge Capital Advisors
Minnesota
$7.24K +$7.24K +93 New
CMP
509
Coston McIsaac & Partners
Maine
$7K – – –
BWAM
510
Boyd Watterson Asset Management
Ohio
$6.85K – – –
CPA
511
Cardiff Park Advisors
California
$6.7K – – –
MWM
512
Mascoma Wealth Management
New Hampshire
$6.69K – – –
ME
513
McIlrath & Eck
Washington
$6.23K +$6.23K +80 New
CIA
514
Cape Investment Advisory
Georgia
$5.92K +$5.92K +76 New
RI
515
Ridgewood Investments
New Jersey
$5.84K +$5.84K +75 New
PFA
516
Pathway Financial Advisers
Indiana
$5.09K – – –
BBHC
517
Brown Brothers Harriman & Co
New York
$4.83K -$30.6K -393 -86%
SIC
518
SJS Investment Consulting
Ohio
$4.67K – – –
OFG
519
Oxford Financial Group
Indiana
$4.28K -$467 -6 -10%
C
520
Covestor
United Kingdom
$4K -$82 -1 -2%
WBC
521
West Branch Capital
Massachusetts
$3.51K – – –
TAM
522
Tucker Asset Management
Colorado
$3.51K – – –
RBC
523
Roble Belko & Company
Pennsylvania
$3K -$11.5K -153 -79%
VWM
524
Venturi Wealth Management
Texas
$2.24K +$2.24K +29 New
JIR
525
James Investment Research
Ohio
$2K -$11.4K -120 -85%
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