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Vanguard Financials ETF
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Overview Fund Activity

545 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, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
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
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
HFRG
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
4
CA
Calton & Associates
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
501
Toth Financial Advisory
Virginia
$13K -$18.5K -230 -59%
RA
502
Rise Advisors
New York
$12.7K – – –
BAM
503
Bellevue Asset Management
Washington
$12K – – –
CWC
504
Carolinas Wealth Consulting
North Carolina
$11.9K -$33.5K -429 -74%
AssetMark Inc
505
AssetMark Inc
California
$11.2K +$2.89K +36 +35%
MLA
506
MB, Levis & Associates
Pennsylvania
$11K – – –
CFFP
507
Center for Financial Planning
Michigan
$10.9K – – –
FPF
508
First Pacific Financial
Washington
$9.64K – – –
RMC
509
Resources Management Corp
Connecticut
$9K – – –
TIM
510
Tortoise Investment Management
New York
$8.51K – – –
EWM
511
EPG Wealth Management
Georgia
$8.27K – – –
TLCM
512
Twin Lakes Capital Management
California
$8.19K – – –
FA
513
Faithward Advisors
Pennsylvania
$8.17K – – –
SIC
514
Salem Investment Counselors
North Carolina
$8.08K – – –
LFG
515
Larson Financial Group
Missouri
$8.03K -$22.4K -279 -74%
NMG
516
New Millennium Group
Utah
$8.03K – – –
UIA
517
Ulland Investment Advisors
Minnesota
$8K – – –
RWPA
518
Richard W. Paul & Associates
Michigan
$7.95K – – –
GI
519
Gradient Investments
Minnesota
$7.95K – – –
Franklin Resources
520
Franklin Resources
California
$7.63K – – –
HT
521
Headlands Technologies
Illinois
$7.47K +$7.47K +93 New
BWAM
522
Boyd Watterson Asset Management
Ohio
$7.07K – – –
SFCL
523
Strengthening Families & Communities LLC
Massachusetts
$7K – – –
CMP
524
Coston McIsaac & Partners
Maine
$7K – – –
CPA
525
Cardiff Park Advisors
California
$6.91K – – –
19 20
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