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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 %
SIC
601
SJS Investment Consulting
Ohio
$6.14K – – –
CIAS
602
CBIZ Investment Advisory Services
Ohio
$5.43K +$5.43K +53 New
SWC
603
Spectrum Wealth Counsel
Indiana
$5.02K +$5.02K +49 New
TAM
604
Tucker Asset Management
Colorado
$4.61K -$102 -1 -2%
NC
605
NewSquare Capital
Pennsylvania
$4.61K – – –
WBC
606
West Branch Capital
Massachusetts
$4.61K – – –
BTI
607
Blue Trust Inc
Georgia
$4.33K – – –
RMC
608
Resources Management Corp
Connecticut
$4K -$8.57K -75 -68%
LAM
609
Lummis Asset Management
Texas
$3.17K – – –
CBT
610
CoreFirst Bank & Trust
Kansas
$3.17K – – –
CPG
611
Cornerstone Planning Group
New Jersey
$3.16K -$15.8K -160 -83%
BFS
612
Burkett Financial Services
South Carolina
$3.16K – – –
VNA
613
Valley National Advisers
Pennsylvania
$3K – – –
VWM
614
Venturi Wealth Management
Texas
$2.94K – – –
PGAM
615
Princeton Global Asset Management
New Jersey
$2.25K -$38.6K -377 -94%
CWP
616
Concord Wealth Partners
Virginia
$2.15K – – –
CPBTD
617
Central Pacific Bank - Trust Division
Hawaii
$1.32K +$1.32K +13 New
SWM
618
Sanctuary Wealth Management
Idaho
$1.23K – – –
CAM
619
Creekmur Asset Management
Illinois
$1.23K – – –
VF
620
VitalStone Financial
Texas
$1K – – –
NRG
621
Nemes Rush Group
Michigan
$922 – – –
DFA
622
DHJJ Financial Advisors
Illinois
$205 – – –
AIP
623
Ameritas Investment Partners
Nebraska
$37 -$6.27K -68 Closed
VMPIC
624
Varma Mutual Pension Insurance Co
Finland
– -$741M -8,027,467 Closed
UBS Group
625
UBS Group
Switzerland
– -$160M -1,729,018 Closed
23 24
25
26 27