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Vanguard Financials ETF
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Overview Fund Activity

545 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, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
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
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
HFRG
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
4
CA
Calton & Associates
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
551
TD Ameritrade Investment Management
Nebraska
– -$2.39M -29,412 Closed
PWG
552
Private Wealth Group
Florida
– -$597K -7,345 Closed
QIM
553
Quantitative Investment Management
Virginia
– -$581K -7,163 Closed
KeyBank National Association
554
KeyBank National Association
Ohio
– -$268K -3,295 Closed
TPW
555
TL Private Wealth
Texas
– -$267K -3,274 Closed
RMDI
556
R.M. Davis Inc
Maine
– -$241K -2,965 Closed
BSW
557
Buckingham Strategic Wealth
Missouri
– -$231K -2,842 Closed
FA
558
Flagstar Advisors
New York
– -$228K -2,800 Closed
AWM
559
Apollon Wealth Management
South Carolina
– -$224K -2,755 Closed
MG
560
Mather Group
Illinois
– -$211K -2,602 Closed
VWA
561
V Wealth Advisors
Kansas
– -$206K -2,537 Closed
CIC
562
Carnegie Investment Counsel
Ohio
– -$206K -2,533 Closed
WAM
563
Worth Asset Management
Texas
– -$202K -2,490 Closed
FHB
564
First Hawaiian Bank
Hawaii
– -$202K -2,487 Closed
WA
565
Waverly Advisors
Alabama
– -$200K -2,462 Closed
HHRDM
566
H&H Retirement Design & Management
Nevada
– -$206K -2,461 Closed
BNP Paribas Financial Markets
567
BNP Paribas Financial Markets
France
– -$170K -2,097 Closed
IGWM
568
ICA Group Wealth Management
Colorado
– -$166K -2,042 Closed
ODG
569
O'Dell Group
Ohio
– -$86.1K -1,060 Closed
AT
570
Avalon Trust
New Mexico
– -$73.1K -900 Closed
PIAS
571
PCA Investment Advisory Services
Ohio
– -$61.5K -756 Closed
CAS
572
Coppell Advisory Solutions
Texas
– -$59.8K -741 Closed
WP
573
WealthPLAN Partners
Nebraska
– -$53K -652 Closed
CFO
574
CVA Family Office
Colorado
– -$45.5K -560 Closed
BSB
575
Bangor Savings Bank
Maine
– -$36.4K -448 Closed
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