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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
601
ETFidea
New York
– -$481K -5,988 Closed
AWM
602
Avitas Wealth Management
California
– -$459K -5,712 Closed
BAM
603
BTS Asset Management
Massachusetts
– -$369K -4,559 Closed
IAS
604
Insigneo Advisory Services
Florida
– -$346K -4,275 Closed
IAMOG
605
Investors Asset Management of Georgia
Georgia
– -$328K -4,137 Closed
MF
606
Montis Financial
Massachusetts
– -$312K -3,883 Closed
SPC
607
Sigma Planning Corp
Michigan
– -$304K -3,778 Closed
FA
608
Fiduciary Alliance
South Carolina
– -$283K -3,519 Closed
CW
609
Channel Wealth
California
– -$274K -3,413 Closed
FA
610
FDx Advisors
Illinois
– -$273K -3,399 Closed
CWM
611
C2C Wealth Management
Arizona
– -$268K -3,383 Closed
EGM
612
Engineers Gate Manager
New York
– -$263K -3,278 Closed
FWM
613
FSA Wealth Management
Massachusetts
– -$250K -3,111 Closed
FHC
614
First Heartland Consultants
Missouri
– -$240K -2,989 Closed
GCP
615
GSA Capital Partners
United Kingdom
– -$224K -2,786 Closed
BWP
616
Bernardo Wealth Planning
Pennsylvania
– -$221K -2,747 Closed
JHP
617
James Hambro & Partners
United Kingdom
– -$215K -2,680 Closed
VFA
618
Valeo Financial Advisors
Indiana
– -$208K -2,593 Closed
CIM
619
Corbyn Investment Management
Maryland
– -$208K -2,589 Closed
SSWM
620
Sheets Smith Wealth Management
North Carolina
– -$130K -1,621 Closed
BAAM
621
Baker Avenue Asset Management
California
– -$113K -1,401 Closed
FRA
622
Front Row Advisors
California
– -$91.3K -1,129 Closed
RIA
623
Realta Investment Advisors
Delaware
– -$27K -332 Closed
FWP
624
FAS Wealth Partners
Kansas
– -$19.9K -248 Closed
UIA
625
Ulland Investment Advisors
Minnesota
– -$8K -100 Closed
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