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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 %
CHC
551
City Holding Co
West Virginia
$19K – – –
GWSG
552
GPS Wealth Strategies Group
Colorado
$19K – – –
CAGAS
553
Capital Advisory Group Advisory Services
Minnesota
$19K +$19K +200 New
SCA
554
Stuart Chaussee & Associates
California
$18K – – –
SC
555
Solstein Capital
California
$18K +$94 +1 +0.5%
GEA
556
Glen Eagle Advisors
New Jersey
$17.9K – – –
SC
557
SouthState Corp
Florida
$17K – – –
CA
558
Clearstead Advisors
Ohio
$16K – – –
DAC
559
Dividend Assets Capital
South Carolina
$16K – – –
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$16K – – –
CFN
561
Cordasco Financial Network
Florida
$16K – – –
NSIM
562
North Star Investment Management
Illinois
$16K +$94 +1 +0.6%
AA
563
Ancora Advisors
Ohio
$16K +$16K +166 New
TC
564
Trust Company
Kansas
$15K – – –
AA
565
Addison Advisors
Vermont
$15K +$7.55K +82 +101%
FA
566
Faithward Advisors
Pennsylvania
$15K +$10.2K +105 +210%
TVWM
567
Tower View Wealth Management
Wisconsin
$14K – – –
BAM
568
Bellevue Asset Management
Washington
$14K – – –
RA
569
Rise Advisors
New York
$14K +$91 +1 +0.7%
SFCL
570
Strengthening Families & Communities LLC
Massachusetts
$14K +$95 +1 +0.7%
HA
571
Herold Advisors
New York
$11.8K +$11.8K +126 New
CFFP
572
Center for Financial Planning
Michigan
$11K – – –
SIC
573
SJS Investment Consulting
Ohio
$11K +$5.5K +60 +100%
JFGIW
574
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K +$11K +113 New
TIM
575
Tortoise Investment Management
New York
$10K – – –
21 22
23
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