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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.2M
3
PCH
PGIM Custom Harvest
New Jersey
$103M
4
BWA
Bordeaux Wealth Advisors
California
$10.7M
5
TF
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$23M
5
SWP
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
576
Coston McIsaac & Partners
Maine
$9K – – –
BWAM
577
Boyd Watterson Asset Management
Ohio
$8.79K – – –
CPA
578
Cardiff Park Advisors
California
$8.59K – – –
MWM
579
Mascoma Wealth Management
New Hampshire
$8.39K – – –
ME
580
McIlrath & Eck
Washington
$7.99K – – –
BAM
581
Bellevue Asset Management
Washington
$7.49K – – –
RI
582
Ridgewood Investments
New Jersey
$7.49K +$7.49K +75 New
LCM
583
Logan Capital Management
Pennsylvania
$7.24K – – –
PGAM
584
Princeton Global Asset Management
New Jersey
$7.19K +$4.99K +50 +227%
FLPIM
585
F.L. Putnam Investment Management
Massachusetts
$6.99K +$6.99K +70 New
PFA
586
Pathway Financial Advisers
Indiana
$6.68K +$100 +1 +2%
RS
587
Rakuten Securities
Japan
$5.99K -$3K -30 -33%
SIC
588
SJS Investment Consulting
Ohio
$5.99K – – –
CIAS
589
CBIZ Investment Advisory Services
Ohio
$5.29K – – –
AWM
590
Abound Wealth Management
Tennessee
$4.9K -$5K -50 -51%
SWC
591
Spectrum Wealth Counsel
Indiana
$4.9K – – –
WBC
592
West Branch Capital
Massachusetts
$4.5K – – –
TAM
593
Tucker Asset Management
Colorado
$4.5K – – –
BTI
594
Blue Trust Inc
Georgia
$4.33K – – –
OFG
595
Oxford Financial Group
Indiana
$3.6K +$3.6K +36 New
LAM
596
Lummis Asset Management
Texas
$3.1K – – –
RMC
597
Resources Management Corp
Connecticut
$3K – – –
TWP
598
Triad Wealth Partners
Kansas
$3K +$3K +30 New
VWM
599
Venturi Wealth Management
Texas
$2.87K – – –
CWP
600
Concord Wealth Partners
Virginia
$2.1K – – –
22 23
24
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