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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
3
SFM
Soros Fund Management
New York
$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$35.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
Wells Fargo
California
$140M
3
Bank of America
Bank of America
North Carolina
$1.99B
4
MMEA
Main Management ETF Advisors
California
$0
5
BFG
Bouchey Financial Group
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
526
Farther Finance Advisors
California
$18K +$18K +218 New
S
527
SignatureFD
Georgia
$18K -$108K -1,300 -86%
OIA
528
Optimum Investment Advisors
Illinois
$17.8K – – –
RBC
529
Romano Brothers & Co
Illinois
$17.6K +$17.6K +213 New
TFGT
530
TS Financial Group (TSFG)
Illinois
$17K – – –
POIA
531
Pin Oak Investment Advisors
Texas
$17K – – –
PVH
532
Psagot Value Holdings
Israel
$17K – – –
CHC
533
City Holding Co
West Virginia
$16.5K – – –
SCA
534
Stuart Chaussee & Associates
California
$16.3K – – –
RBC
535
Roble Belko & Company
Pennsylvania
$16K – – –
CAM
536
Costello Asset Management
Pennsylvania
$15.9K -$1.49K -18 -9%
GEA
537
Glen Eagle Advisors
New Jersey
$15.9K – – –
TFA
538
Toth Financial Advisory
Virginia
$15.1K – – –
NSIM
539
North Star Investment Management
Illinois
$14.4K +$248 +3 +2%
FA
540
Faithward Advisors
Pennsylvania
$14.2K – – –
NFSG
541
Newbridge Financial Services Group
Florida
$14K +$248 +3 +2%
AA
542
Ancora Advisors
Ohio
$14K – – –
TVWM
543
Tower View Wealth Management
Wisconsin
$13K +$170 +2 +1%
RA
544
Rise Advisors
New York
$13K +$248 +3 +2%
AssetMark Inc
545
AssetMark Inc
California
$12.5K – – –
BAM
546
Bellevue Asset Management
Washington
$12.3K – – –
JIR
547
James Investment Research
Ohio
$12K -$1.19K -14 -9%
MLA
548
MB, Levis & Associates
Pennsylvania
$11.3K +$11.3K +137 New
CFFP
549
Center for Financial Planning
Michigan
$10.2K – – –
TIM
550
Tortoise Investment Management
New York
$8.77K – – –
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