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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
2
Morgan Stanley
Morgan Stanley
New York
$367M
3
MW
Marks Wealth
Maryland
$35.3M
4
Ameriprise
Ameriprise
Minnesota
$280M
5
Wells Fargo
Wells Fargo
California
$297M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
Citigroup
Citigroup
New York
$2.17M
3
ETC
Exchange Traded Concepts
Oklahoma
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
MIM
Morningstar Investment Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
601
Liberty Wealth Management
California
$945 -$1.11M -11,809 Closed
WIM
602
Westside Investment Management
California
$667 – – –
FHC
603
First Heartland Consultants
Missouri
$337 +$16 +164 +5%
BBHC
604
Brown Brothers Harriman & Co
New York
$98 – – –
SFCL
605
Strengthening Families & Communities LLC
Massachusetts
$14 +$14 +146 New
ETC
606
Exchange Traded Concepts
Oklahoma
– -$34.5M -372,462 Closed
CCMG
607
Clark Capital Management Group
Pennsylvania
– -$9.1M -98,195 Closed
CFP
608
Curran Financial Partners
South Carolina
– -$7.35M -79,123 Closed
Allianz Asset Management
609
Allianz Asset Management
Germany
– -$1.34M -14,472 Closed
QIM
610
Quantitative Investment Management
Virginia
– -$1.17M -12,589 Closed
CCM
611
Condor Capital Management
New Jersey
– -$1.09M -11,762 Closed
CRI
612
Colonial River Investments
Virginia
– -$1.13M -11,528 Closed
FIA
613
Foundations Investment Advisors
Arizona
– -$1.07M -11,276 Closed
FTUS
614
Flow Traders U.S.
New York
– -$1.01M -10,890 Closed
CL
615
Cabana LLC
Arkansas
– -$656K -6,582 Closed
CAG
616
Csenge Advisory Group
Florida
– -$395K -4,200 Closed
PVH
617
Psagot Value Holdings
Israel
– -$342K -3,695 Closed
FFG
618
Frisch Financial Group
New York
– -$258K -2,781 Closed
GC
619
Grace Capital
Massachusetts
– -$251K -2,705 Closed
BCP
620
Berkeley Capital Partners
Georgia
– -$250K -2,700 Closed
GRP
621
Global Retirement Partners
California
– -$212K -2,291 Closed
IA
622
Insight Advisors
Pennsylvania
– -$200K -2,002 Closed
ED
623
Exane Derivatives
France
– -$179K -1,928 Closed
AP
624
Advisors Preferred
Maryland
– -$101K -1,070 Closed
RPCA
625
Running Point Capital Advisors
California
– -$93K -1,000 Closed
22 23 24
25
26