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Vanguard Financials ETF

547 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $763K

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$525M)

3.72% more ownership

Funds ownership: 53.24%56.97% (+3.7%)

3% more funds holding

Funds holding: 532547 (+15)

2% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 181

Holders
547
Holders Change
+15
Holders Change %
+2.82%
% of All Funds
8.68%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
178
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
551
Prostatis Group
Maryland
-$31.9K -31,887 Closed
V
552
Veritable
Delaware
-$2.56M -31,514 Closed
TAIM
553
TD Ameritrade Investment Management
Nebraska
-$2.39M -29,412 Closed
PWG
554
Private Wealth Group
Florida
-$597K -7,345 Closed
QIM
555
Quantitative Investment Management
Virginia
-$581K -7,163 Closed
KeyBank National Association
556
KeyBank National Association
Ohio
-$268K -3,295 Closed
TPW
557
TL Private Wealth
Texas
-$267K -3,274 Closed
RMDI
558
R.M. Davis Inc
Maine
-$241K -2,965 Closed
BSW
559
Buckingham Strategic Wealth
Missouri
-$231K -2,842 Closed
FA
560
Flagstar Advisors
New York
-$228K -2,800 Closed
AWM
561
Apollon Wealth Management
South Carolina
-$224K -2,755 Closed
MG
562
Mather Group
Illinois
-$211K -2,602 Closed
VWA
563
V Wealth Advisors
Kansas
-$206K -2,537 Closed
CIC
564
Carnegie Investment Counsel
Ohio
-$206K -2,533 Closed
WAM
565
Worth Asset Management
Texas
-$202K -2,490 Closed
FHB
566
First Hawaiian Bank
Hawaii
-$202K -2,487 Closed
WA
567
Waverly Advisors
Alabama
-$200K -2,462 Closed
HHRDM
568
H&H Retirement Design & Management
Nevada
-$206K -2,461 Closed
BNP Paribas Financial Markets
569
BNP Paribas Financial Markets
France
-$170K -2,097 Closed
IGWM
570
ICA Group Wealth Management
Colorado
-$166K -2,042 Closed
ODG
571
O'Dell Group
Ohio
-$86.1K -1,060 Closed
AT
572
Avalon Trust
New Mexico
-$73.1K -900 Closed
PIAS
573
PCA Investment Advisory Services
Ohio
-$61.5K -756 Closed
CAS
574
Coppell Advisory Solutions
Texas
-$59.8K -741 Closed
WP
575
WealthPLAN Partners
Nebraska
-$53K -652 Closed