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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
3
SFM
Soros Fund Management
New York
$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$35.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
Wells Fargo
California
$140M
3
Bank of America
Bank of America
North Carolina
$1.99B
4
MMEA
Main Management ETF Advisors
California
$0
5
BFG
Bouchey Financial Group
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
576
Sanctuary Wealth Management
Idaho
$993 +$993 +12 New
WIM
577
Westside Investment Management
California
$567 – – –
CMP
578
Coston McIsaac & Partners
Maine
$7 – – –
MMEA
579
Main Management ETF Advisors
California
– -$25.3M -339,295 Closed
OAM
580
Oppenheimer Asset Management
New York
– -$4.02M -54,014 Closed
VWA
581
Visionary Wealth Advisors
Illinois
– -$2.81M -37,721 Closed
FTUS
582
Flow Traders U.S.
New York
– -$1.63M -21,873 Closed
HF
583
HRT Financial
New York
– -$1.2M -16,143 Closed
GFG
584
Greystone Financial Group
Michigan
– -$762K -10,234 Closed
CFA
585
Cahill Financial Advisors
Minnesota
– -$471K -6,327 Closed
ACM
586
Ategra Capital Management
Virginia
– -$453K -6,084 Closed
CI
587
CX Institutional
Indiana
– -$418K -5,613 Closed
BDWCC
588
B&D White Capital Company
Texas
– -$393K -5,286 Closed
MWM
589
Meridian Wealth Management
Kentucky
– -$331K -4,450 Closed
HW
590
Hamilton Wealth
California
– -$267K -3,585 Closed
PFA
591
Pure Financial Advisors
California
– -$260K -3,496 Closed
FA
592
Fiducient Advisors
Illinois
– -$256K -3,416 Closed
TCM
593
Twin Capital Management
Pennsylvania
– -$242K -3,253 Closed
HIC
594
Holderness Investments Company
North Carolina
– -$236K -3,175 Closed
FFWA
595
FRG Family Wealth Advisors
Washington
– -$231K -3,100 Closed
TI
596
Trexquant Investment
Connecticut
– -$227K -3,048 Closed
FIA
597
FNY Investment Advisers
New York
– -$215K -2,900 Closed
PWM
598
PRW Wealth Management
Massachusetts
– -$215K -2,882 Closed
SOS
599
Silver Oak Securities
Tennessee
– -$219K -2,729 Closed
WB
600
West Bancorporation
Iowa
– -$114K -1,530 Closed
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