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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 %
TFGT
526
TS Financial Group (TSFG)
Illinois
$18K – – –
CPG
527
Cornerstone Planning Group
New Jersey
$17.7K -$9.78K -106 -36%
CAM
528
Costello Asset Management
Pennsylvania
$17.7K – – –
NSIM
529
North Star Investment Management
Illinois
$16.4K +$184 +2 +1%
DF
530
DecisionPoint Financial
Arizona
$15.6K – – –
TFA
531
Toth Financial Advisory
Virginia
$14.9K – – –
RA
532
Rise Advisors
New York
$14.8K +$185 +2 +1%
NS
533
NBC Securities
Alabama
$13K -$242K -2,759 -95%
MLA
534
MB, Levis & Associates
Pennsylvania
$12.6K – – –
CFFP
535
Center for Financial Planning
Michigan
$12.5K – – –
SRCM
536
Signature Resources Capital Management
California
$12.5K +$12.5K +136 New
CPA
537
Clear Point Advisors
New York
$12.1K +$12.1K +132 New
FPF
538
First Pacific Financial
Washington
$11.1K – – –
RMC
539
Resources Management Corp
Connecticut
$10K – – –
TIM
540
Tortoise Investment Management
New York
$9.78K – – –
EWM
541
EPG Wealth Management
Georgia
$9.67K – – –
TLCM
542
Twin Lakes Capital Management
California
$9.41K – – –
FA
543
Faithward Advisors
Pennsylvania
$9.37K – – –
SIC
544
Salem Investment Counselors
North Carolina
$9.23K – – –
LFG
545
Larson Financial Group
Missouri
$9.23K – – –
NMG
546
New Millennium Group
Utah
$9.23K – – –
RWPA
547
Richard W. Paul & Associates
Michigan
$9.13K – – –
GI
548
Gradient Investments
Minnesota
$9.13K – – –
Franklin Resources
549
Franklin Resources
California
$8.77K – – –
SFCL
550
Strengthening Families & Communities LLC
Massachusetts
$8.14K +$93 +1 +1%
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