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Vanguard Financials ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
551
EPG Wealth Management
Georgia
$8.52K
TLCM
552
Twin Lakes Capital Management
California
$8.44K
SIC
553
Salem Investment Counselors
North Carolina
$8.27K
NMG
554
New Millennium Group
Utah
$8.27K
GI
555
Gradient Investments
Minnesota
$8.19K -$16.7K -202 -67%
RWPA
556
Richard W. Paul & Associates
Michigan
$8.19K +$8.19K +99 New
FA
557
Fortis Advisors
Pennsylvania
$7.94K +$83 +1 +1%
SC
558
SouthState Corp
Florida
$7.45K
BWAM
559
Boyd Watterson Asset Management
Ohio
$7.28K +$7.28K +88 New
CPA
560
Cardiff Park Advisors
California
$7.12K
SFCL
561
Strengthening Families & Communities LLC
Massachusetts
$7K +$81 +1 +1%
MWM
562
Mascoma Wealth Management
New Hampshire
$6.95K
PFA
563
Pathway Financial Advisers
Indiana
$5.38K +$5.38K +65 New
OFG
564
Oxford Financial Group
Indiana
$5.07K
SIC
565
SJS Investment Consulting
Ohio
$4.96K
KFI
566
Key Financial Inc
Pennsylvania
$4.32K
PO
567
Private Ocean
California
$4.22K +$4.22K +51 New
AAMA
568
Advanced Asset Management Advisors
Ohio
$4.14K +$4.14K +50 New
C
569
Covestor
United Kingdom
$4K -$80 -1 -2%
TAM
570
Tucker Asset Management
Colorado
$3.74K
WBC
571
West Branch Capital
Massachusetts
$3.72K
AWM
572
Accel Wealth Management
Iowa
$2.57K -$2.32K -28 -47%
VNA
573
Valley National Advisers
Pennsylvania
$2K
SGC
574
Slocum, Gordon & Co
Rhode Island
$1.09K +$1.09K +13 New
FMP
575
Financial Management Professionals
Texas
$1K