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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 %
PL
626
Polianta Ltd
Jersey
– -$5.78M -62,600 Closed
Jane Street
627
Jane Street
New York
– -$3.1M -33,635 Closed
Millennium Management
628
Millennium Management
New York
– -$2.51M -27,247 Closed
ARC
629
Advisor Resource Council
Texas
– -$1.35M -14,621 Closed
ITB
630
Idaho Trust Bank
Idaho
– -$1.12M -12,172 Closed
GBWM
631
Granite Bay Wealth Management
New Hampshire
– -$810K -9,639 Closed
D.E. Shaw & Co
632
D.E. Shaw & Co
New York
– -$685K -7,428 Closed
OHWA
633
Oak Hill Wealth Advisors
Virginia
– -$448K -4,852 Closed
IA
634
IFG Advisory
Georgia
– -$392K -4,253 Closed
WC
635
Waterloo Capital
Texas
– -$387K -4,196 Closed
AWA
636
Arete Wealth Advisors
Illinois
– -$358K -3,876 Closed
FB
637
Fulton Bank
Pennsylvania
– -$294K -3,186 Closed
TWA
638
TCI Wealth Advisors
Arizona
– -$290K -3,140 Closed
SL
639
SWMG LLC
Texas
– -$277K -3,006 Closed
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
– -$256K -2,774 Closed
NFG
641
Nations Financial Group
Iowa
– -$251K -2,716 Closed
CAG
642
Compass Advisory Group
New York
– -$230K -2,496 Closed
MOS
643
MGO One Seven
Ohio
– -$226K -2,452 Closed
HHRDM
644
H&H Retirement Design & Management
Nevada
– -$223K -2,366 Closed
SCI
645
Silver Coast Investments
United States
– -$207K -2,248 Closed
SAM
646
Secure Asset Management
Michigan
– -$205K -2,227 Closed
KHC
647
Koesten Hirschmann & Crabtree
Kansas
– -$106K -1,150 Closed
ODG
648
O'Dell Group
Ohio
– -$97.8K -1,060 Closed
BWM
649
BKM Wealth Management
Wisconsin
– -$92.3K -1,000 Closed
HR
650
Howe & Rusling
New York
– -$73.8K -800 Closed
23 24 25
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