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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 %
CPA
576
Clear Point Advisors
New York
$13.5K – – –
SRCM
577
Signature Resources Capital Management
California
$12.5K – – –
MIM
578
MTM Investment Management
South Carolina
$12.4K +$12.4K +121 New
SAM
579
Smartleaf Asset Management
Massachusetts
$12.3K – – –
FPF
580
First Pacific Financial
Washington
$12.3K – – –
GEA
581
Glen Eagle Advisors
New Jersey
$12K -$23K -225 -66%
DF
582
Dunhill Financial
United Kingdom
$10.9K -$32.6K -319 -75%
EWM
583
EPG Wealth Management
Georgia
$10.5K – – –
TLCM
584
Twin Lakes Capital Management
California
$10.4K – – –
SIC
585
Salem Investment Counselors
North Carolina
$10.2K – – –
LFG
586
Larson Financial Group
Missouri
$10.2K – – –
OIA
587
Optimum Investment Advisors
Illinois
$10.2K +$4.51K +44 +79%
AWM
588
Abound Wealth Management
Tennessee
$10.2K +$5.13K +50 +102%
RWPA
589
Richard W. Paul & Associates
Michigan
$10.1K – – –
Franklin Resources
590
Franklin Resources
California
$9.73K – – –
RS
591
Rakuten Securities
Japan
$9.22K +$9.22K +90 New
BWAM
592
Boyd Watterson Asset Management
Ohio
$9.01K – – –
CMP
593
Coston McIsaac & Partners
Maine
$9K – – –
SFCL
594
Strengthening Families & Communities LLC
Massachusetts
$9K +$101 +1 +1%
CPA
595
Cardiff Park Advisors
California
$8.81K – – –
MWM
596
Mascoma Wealth Management
New Hampshire
$8.6K – – –
ME
597
McIlrath & Eck
Washington
$8.19K – – –
BAM
598
Bellevue Asset Management
Washington
$7.68K – – –
LCM
599
Logan Capital Management
Pennsylvania
$7.45K +$102 +1 +1%
PFA
600
Pathway Financial Advisers
Indiana
$6.84K -$104 -1 -1%
22 23
24
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