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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$159M
2
Citigroup
Citigroup
New York
$62M
3
AIC
Ameritas Investment Company
Nebraska
$50.7M
4
ETC
Exchange Traded Concepts
Oklahoma
$34.5M
5
AWM
AE Wealth Management
Kansas
$20.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$735M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.8M
4
MIM
Morningstar Investment Management
Illinois
$25.7M
5
VR
Viridian RIA
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
526
Ranch Capital Advisors
Florida
$2K – – –
IPW
527
IronBridge Private Wealth
Texas
$2K – – –
CAL
528
Capital Analysts LLC
Pennsylvania
$1K – – –
WIM
529
Westside Investment Management
California
$640 – – –
BBHC
530
Brown Brothers Harriman & Co
New York
$94 – – –
KC
531
Kinloch Capital
Virginia
– -$6.54M -72,273 Closed
MAM
532
Madison Asset Management
Wisconsin
– -$6.15M -68,005 Closed
LGA
533
Lebenthal Global Advisors
New York
– -$2.63M -29,064 Closed
EE
534
EWG Elevate
California
– -$1.57M -17,231 Closed
FMLI
535
Fukoku Mutual Life Insurance
Japan
– -$1.54M -17,000 Closed
ARC
536
Advisor Resource Council
Texas
– -$1.32M -14,612 Closed
TWM
537
Tolleson Wealth Management
Texas
– -$1.12M -12,360 Closed
JWCA
538
J.W. Cole Advisors
Florida
– -$993K -10,980 Closed
AIM
539
AMI Investment Management
Indiana
– -$660K -7,300 Closed
CFB
540
Cullen/Frost Bankers
Texas
– -$373K -4,125 Closed
IP
541
Investment Partners
Ohio
– -$373K -4,120 Closed
SFA
542
Sequoia Financial Advisors
Ohio
– -$370K -4,090 Closed
KM
543
Kalos Management
Georgia
– -$376K -4,030 Closed
CWP
544
Capital Wealth Planning
Florida
– -$343K -3,790 Closed
OPS
545
Orion Portfolio Solutions
Nebraska
– -$328K -3,629 Closed
PPWP
546
Proquility Private Wealth Partners
Nevada
– -$327K -3,618 Closed
CCA
547
Clearwater Capital Advisors
Illinois
– -$257K -2,838 Closed
FA
548
Fermata Advisors
California
– -$240K -2,650 Closed
FAIM
549
Financial Advocates Investment Management
Washington
– -$225K -2,488 Closed
WLIM
550
White Lighthouse Investment Management
Massachusetts
– -$214K -2,365 Closed
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