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Vanguard Financials ETF
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Overview Fund Activity

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M

Top Buyers

1
AP
Advisors Preferred
Maryland
$32.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
3
SF
Synovus Financial
Georgia
$48.7M
4
Ameriprise
Ameriprise
Minnesota
$65.3M
5
EDRH
Edmond de Rothschild Holding
Switzerland
$14.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.57B
2
A
Allianz
Germany
$17.8K
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$167M
4
MFG
Marmo Financial Group
Tennessee
$3.3M
5
Wells Fargo
Wells Fargo
California
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLA
576
MB, Levis & Associates
Pennsylvania
$15.1K – – –
CFFP
577
Center for Financial Planning
Michigan
$14.9K – – –
SRCM
578
Signature Resources Capital Management
California
$14.9K – – –
HIA
579
Harbor Investment Advisory
Maryland
$14.6K – – –
CPA
580
Clear Point Advisors
New York
$14.6K +$110 +1 +0.8%
SAM
581
Smartleaf Asset Management
Massachusetts
$13.3K -$2.19K -20 -14%
FPF
582
First Pacific Financial
Washington
$13.2K – – –
GEA
583
Glen Eagle Advisors
New Jersey
$12.9K – – –
NFSG
584
Newbridge Financial Services Group
Florida
$12.7K – – –
Franklin Resources
585
Franklin Resources
California
$12.5K +$1.71K +15 +16%
CAL
586
Capital Analysts LLC
Pennsylvania
$12K +$12K +106 New
EWM
587
EPG Wealth Management
Georgia
$11.3K +$11.3K +103 New
NSIM
588
North Star Investment Management
Illinois
$11.3K -$8.5K -77 -43%
TLCM
589
Twin Lakes Capital Management
California
$11.2K – – –
SIC
590
Salem Investment Counselors
North Carolina
$11K – – –
LFG
591
Larson Financial Group
Missouri
$11K -$38.5K -350 -78%
OIA
592
Optimum Investment Advisors
Illinois
$11K – – –
NMG
593
New Millennium Group
Utah
$11K – – –
RWPA
594
Richard W. Paul & Associates
Michigan
$10.9K – – –
SFCL
595
Strengthening Families & Communities LLC
Massachusetts
$9.78K – – –
BWAM
596
Boyd Watterson Asset Management
Ohio
$9.67K – – –
JIP
597
Jaffetilchin Investment Partners
Florida
$9.56K +$9.56K +87 New
CPA
598
Cardiff Park Advisors
California
$9.45K – – –
ME
599
McIlrath & Eck
Washington
$8.79K – – –
RI
600
Ridgewood Investments
New Jersey
$8.24K – – –
22 23
24
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