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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
551
WMG Financial Advisors
Tennessee
– -$318K -4,079 Closed
BAM
552
Belpointe Asset Management
Nevada
– -$260K -3,335 Closed
GCM
553
Gallacher Capital Management
Colorado
– -$232K -2,976 Closed
RDWM
554
Red Door Wealth Management
Tennessee
– -$229K -2,941 Closed
PWM
555
PRW Wealth Management
Massachusetts
– -$234K -2,937 Closed
RG
556
Rathbones Group
United Kingdom
– -$228K -2,930 Closed
SEIA
557
Signature Estate & Investment Advisors
California
– -$227K -2,909 Closed
SFPG
558
Stonebridge Financial Planning Group
Florida
– -$216K -2,776 Closed
RF
559
Rollins Financial
Georgia
– -$214K -2,749 Closed
FCI
560
Financial Counselors Inc
Kansas
– -$208K -2,672 Closed
JPLA
561
Joseph P. Lucia & Associates
New York
– -$206K -2,645 Closed
WP
562
WealthSource Partners
California
– -$206K -2,642 Closed
MC
563
Moors & Cabot
Massachusetts
– -$204K -2,617 Closed
HB
564
Horizon Bancorp
Indiana
– -$129K -1,655 Closed
WB
565
Webster Bank
Connecticut
– -$66.7K -856 Closed
MA
566
MCF Advisors
Kentucky
– -$53.7K -690 Closed
MMEA
567
Main Management ETF Advisors
California
– -$40K -510 Closed
FCA
568
Fortis Capital Advisors
Kansas
– -$36.1K -463 Closed
GIA
569
GHP Investment Advisors
Colorado
– -$31.2K -401 Closed
SN
570
Sittner & Nelson
Oregon
– -$27.3K -350 Closed
NFSG
571
Newbridge Financial Services Group
Florida
– -$15.3K -197 Closed
AWM
572
Accel Wealth Management
Iowa
– -$11.4K -146 Closed
FA
573
Fortis Advisors
Pennsylvania
– -$7.52K -97 Closed
SCA
574
Stonebridge Capital Advisors
Minnesota
– -$7.24K -93 Closed
OFG
575
Oxford Financial Group
Indiana
– -$4.28K -55 Closed
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