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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$46.5M
2
SWM
Stapp Wealth Management
Washington
+$24.1M
3
MFG
Marmo Financial Group
Tennessee
+$9.13M
4
TC
TAP Consulting
Missouri
+$4.44M
5
HF
HRT Financial
New York
+$4.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$44.9M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$39.9M
3
UBS Group
UBS Group
Switzerland
-$32.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$21M
5
PCH
PGIM Custom Harvest
New Jersey
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
551
Realta Investment Advisors
Delaware
– -$588K -7,109 Closed
MHIC
552
Marble Harbor Investment Counsel
Massachusetts
– -$505K -6,100 Closed
DOA
553
D'Orazio & Associates
Virginia
– -$403K -4,877 Closed
WIA
554
World Investment Advisors
California
– -$383K -4,625 Closed
CB
555
Cadence Bank
Mississippi
– -$381K -4,608 Closed
EFS
556
Econ Financial Services
Pennsylvania
– -$355K -4,290 Closed
HSA
557
HBK Sorce Advisory
Pennsylvania
– -$354K -4,274 Closed
PFS
558
Prospera Financial Services
Texas
– -$340K -4,113 Closed
JWCA
559
J.W. Cole Advisors
Florida
– -$317K -3,833 Closed
Marshall Wace
560
Marshall Wace
United Kingdom
– -$314K -3,800 Closed
PP
561
Prudential plc
United Kingdom
– -$306K -3,700 Closed
SYBT
562
Stock Yards Bank & Trust
Kentucky
– -$291K -3,519 Closed
RIA
563
Regal Investment Advisors
Michigan
– -$271K -3,276 Closed
MAP
564
Milestone Advisory Partners
North Carolina
– -$269K -3,256 Closed
CS
565
Capital Square
Tennessee
– -$265K -3,209 Closed
FHA
566
Flagship Harbor Advisors
Massachusetts
– -$236K -2,854 Closed
ACS
567
Archford Capital Strategies
Illinois
– -$236K -2,853 Closed
HTC
568
Haverford Trust Company
Pennsylvania
– -$226K -2,726 Closed
SIMG
569
Sonora Investment Management Group
Arizona
– -$223K -2,699 Closed
VWA
570
V Wealth Advisors
Kansas
– -$223K -2,695 Closed
CFO
571
Collective Family Office
Pennsylvania
– -$219K -2,650 Closed
BPWM
572
Badgley Phelps Wealth Managers
Washington
– -$215K -2,602 Closed
SAM
573
Secure Asset Management
Michigan
– -$215K -2,599 Closed
FANJ
574
Financial Architects (New Jersey)
New Jersey
– -$208K -2,513 Closed
IAS
575
Insigneo Advisory Services
Florida
– -$207K -2,500 Closed
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