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Vanguard Financials ETF

547 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $763K

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$525M)

3.72% more ownership

Funds ownership: 53.24%56.97% (+3.7%)

3% more funds holding

Funds holding: 532547 (+15)

2% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 181

Holders
547
Holders Change
+15
Holders Change %
+2.82%
% of All Funds
8.68%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
178
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
DF
501
DecisionPoint Financial
Arizona
$13.6K
AA
502
Ancora Advisors
Ohio
$13.3K
TFA
503
Toth Financial Advisory
Virginia
$13K -$19.2K -230 -59%
RA
504
Rise Advisors
New York
$12.7K
BAM
505
Bellevue Asset Management
Washington
$12K
CWC
506
Carolinas Wealth Consulting
North Carolina
$11.9K -$35.9K -429 -74%
AssetMark Inc
507
AssetMark Inc
California
$11.2K +$3.01K +36 +35%
MLA
508
MB, Levis & Associates
Pennsylvania
$11K
CFFP
509
Center for Financial Planning
Michigan
$10.9K
FPF
510
First Pacific Financial
Washington
$9.64K
RMC
511
Resources Management Corp
Connecticut
$9K
TIM
512
Tortoise Investment Management
New York
$8.51K
EWM
513
EPG Wealth Management
Georgia
$8.27K
TLCM
514
Twin Lakes Capital Management
California
$8.19K
FA
515
Faithward Advisors
Pennsylvania
$8.17K
SIC
516
Salem Investment Counselors
North Carolina
$8.08K
LFG
517
Larson Financial Group
Missouri
$8.03K -$23.3K -279 -74%
NMG
518
New Millennium Group
Utah
$8.03K
UIA
519
Ulland Investment Advisors
Minnesota
$8K
GI
520
Gradient Investments
Minnesota
$7.95K
RWPA
521
Richard W. Paul & Associates
Michigan
$7.95K
Franklin Resources
522
Franklin Resources
California
$7.63K
HT
523
Headlands Technologies
Illinois
$7.47K +$7.78K +93 New
BWAM
524
Boyd Watterson Asset Management
Ohio
$7.07K
CMP
525
Coston McIsaac & Partners
Maine
$7K