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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 %
FA
501
Faithward Advisors
Pennsylvania
$8.47K – – –
AssetMark Inc
502
AssetMark Inc
California
$8.45K -$6.09K -75 -42%
EWM
503
EPG Wealth Management
Georgia
$8.37K – – –
TLCM
504
Twin Lakes Capital Management
California
$8.29K – – –
SIC
505
Salem Investment Counselors
North Carolina
$8.17K – – –
NMG
506
New Millennium Group
Utah
$8.12K – – –
RWPA
507
Richard W. Paul & Associates
Michigan
$8.04K – – –
GI
508
Gradient Investments
Minnesota
$8.04K – – –
UIA
509
Ulland Investment Advisors
Minnesota
$8K – – –
Franklin Resources
510
Franklin Resources
California
$7.72K +$7.72K +95 New
CIA
511
Cape Investment Advisory
Georgia
$7.64K +$1.46K +18 +24%
MWM
512
Mascoma Wealth Management
New Hampshire
$7.16K – – –
BWAM
513
Boyd Watterson Asset Management
Ohio
$7.15K – – –
CMP
514
Coston McIsaac & Partners
Maine
$7K – – –
SFCL
515
Strengthening Families & Communities LLC
Massachusetts
$7K +$7K +87 New
CPA
516
Cardiff Park Advisors
California
$6.99K – – –
ME
517
McIlrath & Eck
Washington
$6.5K – – –
RI
518
Ridgewood Investments
New Jersey
$6.09K – – –
BBHC
519
Brown Brothers Harriman & Co
New York
$5.04K – – –
C
520
Covestor
United Kingdom
$5K +$625 +7 +14%
SIC
521
SJS Investment Consulting
Ohio
$4.88K – – –
WBC
522
West Branch Capital
Massachusetts
$3.66K – – –
TAM
523
Tucker Asset Management
Colorado
$3.66K – – –
OP
524
ORG Partners
Indiana
$3.03K +$3.03K +37 New
BTI
525
Blue Trust Inc
Georgia
$3K -$23.7K -332 -89%
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