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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
526
Valley National Advisers
Pennsylvania
$3K – – –
OIA
527
Optimum Investment Advisors
Illinois
$2.44K -$15K -185 -86%
VWM
528
Venturi Wealth Management
Texas
$2.33K – – –
SF
529
Safeguard Financial
Wisconsin
$2K +$2K +30 New
SWM
530
Sanctuary Wealth Management
Idaho
$975 +$975 +12 New
NRG
531
Nemes Rush Group
Michigan
$732 +$732 +9 New
SWM
532
Stapp Wealth Management
Washington
– -$24.1M -30,913 Closed
PWMG
533
Pinnacle Wealth Management Group
Michigan
– -$1.4M -17,922 Closed
BS
534
Banco Santander
Spain
– -$1.26M -16,175 Closed
BCM
535
Basso Capital Management
Connecticut
– -$1.11M -14,300 Closed
Kovitz Investment Group Partners
536
Kovitz Investment Group Partners
Illinois
– -$1.02M -13,067 Closed
Cerity Partners
537
Cerity Partners
New York
– -$3.63M -11,587 Closed
IFWM
538
Institute for Wealth Management
Colorado
– -$817K -10,493 Closed
NWM
539
NEIRG Wealth Management
Massachusetts
– -$717K -9,200 Closed
CCWM
540
Cassaday & Co Wealth Management
Virginia
– -$639K -8,204 Closed
CPCM
541
Cardinal Point Capital Management
Ontario, Canada
– -$556K -7,140 Closed
WWC
542
Waypoint Wealth Counsel
Georgia
– -$553K -7,096 Closed
WPW
543
Waldron Private Wealth
Pennsylvania
– -$529K -6,788 Closed
SL
544
Stevard LLC
Illinois
– -$528K -6,781 Closed
CFA
545
Compass Financial Advisors
Indiana
– -$374K -4,802 Closed
MOS
546
MGO One Seven
Ohio
– -$367K -4,713 Closed
T
547
TCWP
Ohio
– -$359K -4,614 Closed
PSCM
548
Per Stirling Capital Management
Texas
– -$339K -4,355 Closed
HI
549
Harper Investing
California
– -$330K -4,231 Closed
IA
550
IFG Advisory
Georgia
– -$325K -4,175 Closed
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