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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
2
Morgan Stanley
Morgan Stanley
New York
$367M
3
MW
Marks Wealth
Maryland
$35.3M
4
Ameriprise
Ameriprise
Minnesota
$280M
5
Wells Fargo
Wells Fargo
California
$297M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
Citigroup
Citigroup
New York
$2.17M
3
ETC
Exchange Traded Concepts
Oklahoma
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
MIM
Morningstar Investment Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Clearstead Advisors
Ohio
$16K – – –
OSAM
552
O'Shaughnessy Asset Management
Connecticut
$16K – – –
NSIM
553
North Star Investment Management
Illinois
$16K +$188 +2 +1%
HF
554
Halpern Financial
Virginia
$15.3K – – –
CTC
555
Central Trust Company
Missouri
$15K – – –
CCA
556
Column Capital Advisors
Indiana
$15K – – –
TC
557
Trust Company
Kansas
$15K – – –
CTB
558
Country Trust Bank
Illinois
$15K +$15K +152 New
RA
559
Rise Advisors
New York
$14.8K +$14.8K +153 New
BAM
560
Bellevue Asset Management
Washington
$14K – – –
TVWM
561
Tower View Wealth Management
Wisconsin
$14K – – –
FEG
562
Financial Enhancement Group
Indiana
$13K – – –
MAM
563
Mystic Asset Management
Rhode Island
$13K +$13K +140 New
CFFP
564
Center for Financial Planning
Michigan
$12K – – –
FA
565
Fortis Advisors
Pennsylvania
$11K -$8.23K -86 -43%
VRM
566
Vectors Research Management
New York
$11K – – –
TLCM
567
Twin Lakes Capital Management
California
$10K – – –
AssetMark Inc
568
AssetMark Inc
California
$10K – – –
S
569
SignatureFD
Georgia
$10K – – –
JFA
570
JNBA Financial Advisors
Minnesota
$10K – – –
FMTCOCP
571
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
EWM
572
EPG Wealth Management
Georgia
$10K – – –
OF
573
Outfitter Financial
Maine
$10K +$10K +100 New
APC
574
Aspire Private Capital
North Carolina
$10K +$10K +103 New
TIM
575
Tortoise Investment Management
New York
$10K +$10K +106 New
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23
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