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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
Morgan Stanley
New York
$416M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
Colony Group
Massachusetts
$17M
5
PWS
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$705M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
Bessemer Group
New Jersey
$126M
4
MW
Marks Wealth
Maryland
$7.83M
5
VR
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
526
GHP Investment Advisors
Colorado
$37K +$37K +401 New
OIA
527
Optimum Investment Advisors
Illinois
$35K -$148K -1,574 -81%
GAM
528
Gemmer Asset Management
California
$34K – – –
UCB
529
United Community Bank
South Carolina
$33.2K – – –
EPM
530
Elm Partners Management
Pennsylvania
$33K +$33K +350 New
AssetMark Inc
531
AssetMark Inc
California
$31K +$21.2K +226 +217%
CWP
532
Concord Wealth Partners
Virginia
$29K – – –
CIAS
533
Capital Investment Advisory Services
North Carolina
$29K +$5.76K +62 +25%
CTC
534
Central Trust Company
Missouri
$28K +$13K +139 +87%
EWA
535
EverSource Wealth Advisors
Alabama
$27K -$4.73K -51 -15%
CCA
536
Column Capital Advisors
Indiana
$27K +$12.3K +133 +83%
JIR
537
James Investment Research
Ohio
$26K – – –
EI
538
Ellevest Inc
New York
$26K – – –
BA
539
Bivin & Associates
Oklahoma
$25K – – –
NFSG
540
Newbridge Financial Services Group
Florida
$25K +$94 +1 +0.4%
HWMA
541
Heritage Wealth Management (Arizona)
Arizona
$25K +$25K +266 New
RFWA
542
RPg Family Wealth Advisory
Massachusetts
$24.7K – – –
HF
543
Halpern Financial
Virginia
$24.2K +$9.43K +101 +64%
PCG
544
Private Capital Group
Connecticut
$23K – – –
RBC
545
Roble Belko & Company
Pennsylvania
$22K -$11.8K -129 -35%
PA
546
PSI Advisors
Florida
$22K – – –
RMC
547
Resources Management Corp
Connecticut
$22K +$3.25K +35 +17%
JGIA
548
Jackson Grant Investment Advisers
Connecticut
$22K +$22K +239 New
LWA
549
Lenox Wealth Advisors
New York
$20K -$13.8K -150 -41%
CHC
550
City Holding Co
West Virginia
$19K – – –
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