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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 %
BAM
601
Bellevue Asset Management
Washington
$8.24K – – –
LCM
602
Logan Capital Management
Pennsylvania
$8.02K – – –
FLPIM
603
F.L. Putnam Investment Management
Massachusetts
$7.69K -$3.08K -20 -29%
PFA
604
Pathway Financial Advisers
Indiana
$7.38K – – –
RS
605
Rakuten Securities
Japan
$6.6K – – –
SIC
606
SJS Investment Consulting
Ohio
$6.6K – – –
CIAS
607
CBIZ Investment Advisory Services
Ohio
$5.83K – – –
PGAM
608
Princeton Global Asset Management
New Jersey
$5.5K -$2.42K -22 -31%
SWC
609
Spectrum Wealth Counsel
Indiana
$5.39K – – –
AWM
610
Abound Wealth Management
Tennessee
$5.39K – – –
MAM
611
Morse Asset Management
Connecticut
$5.39K +$5.39K +49 New
TAM
612
Tucker Asset Management
Colorado
$4.95K – – –
WBC
613
West Branch Capital
Massachusetts
$4.95K – – –
PIP
614
Peachtree Investment Partners
Florida
$4.84K +$4.84K +44 New
BTI
615
Blue Trust Inc
Georgia
$4.22K – – –
VNA
616
Valley National Advisers
Pennsylvania
$3K – – –
CPG
617
Cornerstone Planning Group
New Jersey
$2.3K – – –
RMC
618
Resources Management Corp
Connecticut
$2K -$2.67K -20 -57%
CPBTD
619
Central Pacific Bank - Trust Division
Hawaii
$1.43K – – –
VF
620
VitalStone Financial
Texas
$989 +$440 +4 +80%
NRG
621
Nemes Rush Group
Michigan
$922 – – –
OFG
622
Oxford Financial Group
Indiana
$330 -$3.63K -33 -92%
CA
623
Crewe Advisors
Utah
$220 -$330 -3 -60%
DFA
624
DHJJ Financial Advisors
Illinois
$220 – – –
MFA
625
McClarren Financial Advisors
Pennsylvania
$77 +$55 +510 +256%
23 24
25
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