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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
501
MCF Advisors
Kentucky
$30.5K +$30.5K +331 New
SA
502
Scarborough Advisors
Maryland
$30.4K +$30.4K +330 New
CJ
503
Caitlin John
Michigan
$30.1K +$30.1K +326 New
BL
504
Balentine LLC
Georgia
$29K -$27.9K -302 -49%
AF
505
Advisornet Financial
Minnesota
$28.2K +$277 +3 +1%
FFA
506
Farther Finance Advisors
California
$27.9K -$139K -1,502 -83%
Nomura Asset Management
507
Nomura Asset Management
Japan
$27.7K – – –
GWM
508
Guardian Wealth Management
Illinois
$26.7K -$20.8K -225 -44%
FDCP
509
Foster Dykema Cabot & Partners
Massachusetts
$26.6K +$26.6K +288 New
CTC
510
Central Trust Company
Missouri
$26.5K -$7.2K -78 -21%
RIL
511
Rothschild Investment LLC
Illinois
$26.4K +$26.4K +286 New
WIA
512
Wetzel Investment Advisors
Indiana
$25K +$25K +267 New
MIA
513
MeadowBrook Investment Advisors
Michigan
$24K +$24K +260 New
CIAS
514
Capital Investment Advisory Services
North Carolina
$23.1K – – –
HBW
515
Hazlett, Burt & Watson
West Virginia
$23K – – –
AWM
516
Able Wealth Management
New Jersey
$22.8K +$22.8K +247 New
PA
517
PSI Advisors
Florida
$22K – – –
RIM
518
Rockbridge Investment Management
New York
$21.7K +$21.7K +235 New
CWC
519
Carolinas Wealth Consulting
North Carolina
$21.6K +$7.57K +82 +54%
SS
520
Sunbelt Securities
Texas
$20.6K -$6.47K -70 -24%
S
521
SignatureFD
Georgia
$20K – – –
BFPW
522
BOK Financial Private Wealth
Colorado
$19.4K +$19.4K +211 New
GWSG
523
GPS Wealth Strategies Group
Colorado
$19.2K – – –
CHC
524
City Holding Co
West Virginia
$18.5K – – –
TFGT
525
TS Financial Group (TSFG)
Illinois
$18K – – –
19 20
21
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