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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
551
Boyd Watterson Asset Management
Ohio
$8.12K – – –
TVAMP
552
Tennessee Valley Asset Management Partners
Tennessee
$8.07K +$8.07K +88 New
CMP
553
Coston McIsaac & Partners
Maine
$8K – – –
CPA
554
Cardiff Park Advisors
California
$7.93K – – –
LF
555
Lee Financial
Texas
$7.84K – – –
MWM
556
Mascoma Wealth Management
New Hampshire
$7.75K – – –
ME
557
McIlrath & Eck
Washington
$7.38K – – –
BAM
558
Bellevue Asset Management
Washington
$6.92K -$6.92K -75 -50%
LCM
559
Logan Capital Management
Pennsylvania
$6.68K +$6.68K +72 New
PWMG
560
Provence Wealth Management Group
California
$6.64K – – –
CAS
561
Coppell Advisory Solutions
Texas
$6.55K +$6.55K +71 New
AIP
562
Ameritas Investment Partners
Nebraska
$6.27K +$6.27K +68 New
PFA
563
Pathway Financial Advisers
Indiana
$6.14K +$92 +1 +2%
SIC
564
SJS Investment Consulting
Ohio
$5.54K – – –
IPW
565
Impact Partnership Wealth
Georgia
$5.38K +$5.38K +58 New
OIA
566
Optimum Investment Advisors
Illinois
$5.17K – – –
BNP Paribas Financial Markets
567
BNP Paribas Financial Markets
France
$5.17K +$5.17K +56 New
AWM
568
Abound Wealth Management
Tennessee
$4.52K – – –
TAM
569
Tucker Asset Management
Colorado
$4.24K +$92 +1 +2%
NB
570
NBT Bank
New York
$4.24K +$4.24K +46 New
WBC
571
West Branch Capital
Massachusetts
$4.15K – – –
NC
572
NewSquare Capital
Pennsylvania
$4.15K – – –
EC
573
EdgeRock Capital
Colorado
$4.06K +$4.06K +43 New
BTI
574
Blue Trust Inc
Georgia
$3K – – –
CBT
575
CoreFirst Bank & Trust
Kansas
$2.86K – – –
21 22
23
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