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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
551
Realta Investment Advisors
Delaware
$25K +$25K +244 New
PA
552
PSI Advisors
Florida
$24.4K – – –
PAI
553
Pittenger & Anderson Inc
Nebraska
$23.9K +$23.9K +233 New
SS
554
Sunbelt Securities
Texas
$22.9K – – –
S
555
SignatureFD
Georgia
$22.2K – – –
BFPW
556
BOK Financial Private Wealth
Colorado
$21.7K +$102 +1 +0.5%
GWSG
557
GPS Wealth Strategies Group
Colorado
$21.3K – – –
BWP
558
Baldwin Wealth Partners
Massachusetts
$20.5K -$27.2K -266 -57%
CHC
559
City Holding Co
West Virginia
$20.5K – – –
CT
560
Cambridge Trust
Massachusetts
$20.5K +$20.5K +200 New
BBHC
561
Brown Brothers Harriman & Co
New York
$20.5K +$20.5K +200 New
DMIC
562
Dixon Mitchell Investment Counsel
British Columbia, Canada
$20.5K +$20.5K +200 New
POIA
563
Pin Oak Investment Advisors
Texas
$20K – – –
CAM
564
Costello Asset Management
Pennsylvania
$19.7K – – –
GWM
565
Guardian Wealth Management
Illinois
$19K -$10.5K -103 -36%
NSIM
566
North Star Investment Management
Illinois
$18.3K +$102 +1 +0.6%
DF
567
DecisionPoint Financial
Arizona
$16.7K – – –
TFA
568
Toth Financial Advisory
Virginia
$16.6K – – –
PAM
569
Palisade Asset Management
Minnesota
$16.4K +$16.4K +160 New
CAL
570
Capital Advisors Ltd
Ohio
$16K +$16K +154 New
CWC
571
Carolinas Wealth Consulting
North Carolina
$15.8K -$8.18K -80 -34%
NS
572
NBC Securities
Alabama
$15K – – –
C
573
Covestor
United Kingdom
$15K +$12.4K +117 +468%
MLA
574
MB, Levis & Associates
Pennsylvania
$14K – – –
CFFP
575
Center for Financial Planning
Michigan
$13.9K – – –
21 22
23
24 25