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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.2M
3
PCH
PGIM Custom Harvest
New Jersey
$103M
4
BWA
Bordeaux Wealth Advisors
California
$10.7M
5
TF
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$23M
5
SWP
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
626
Wealthstar Advisors
Texas
– -$528K -5,158 Closed
EW
627
Evoke Wealth
California
– -$513K -5,013 Closed
NEPWA
628
New England Private Wealth Advisors
Massachusetts
– -$486K -4,756 Closed
PAS
629
Park Avenue Securities
New York
– -$479K -4,681 Closed
PP
630
Prudential plc
United Kingdom
– -$410K -4,000 Closed
AA
631
Advisory Alpha
Michigan
– -$394K -3,848 Closed
TSS
632
Two Sigma Securities
New York
– -$372K -3,629 Closed
SAG
633
SageView Advisory Group
California
– -$208K -3,148 Closed
TNA
634
True North Advisors
Texas
– -$299K -2,917 Closed
LNC
635
Lincoln National Corp
Pennsylvania
– -$290K -2,828 Closed
CBFP
636
Cedar Brook Financial Partners
Ohio
– -$278K -2,716 Closed
FCI
637
Financial Counselors Inc
Kansas
– -$271K -2,649 Closed
WAM
638
WNY Asset Management
New York
– -$250K -2,439 Closed
EI
639
Ellevest Inc
New York
– -$249K -2,427 Closed
CAG
640
Csenge Advisory Group
Florida
– -$239K -2,330 Closed
CIC
641
Carnegie Investment Counsel
Ohio
– -$235K -2,295 Closed
EWA
642
Exencial Wealth Advisors
Oklahoma
– -$233K -2,271 Closed
Betterment LLC
643
Betterment LLC
New York
– -$232K -2,268 Closed
BCM
644
Boltwood Capital Management
California
– -$227K -2,220 Closed
BSW
645
Buckingham Strategic Wealth
Missouri
– -$227K -2,218 Closed
WJWM
646
Williams Jones Wealth Management
New York
– -$205K -2,001 Closed
CIA
647
Choate Investment Advisors
Massachusetts
– -$205K -2,000 Closed
RIA
648
Regal Investment Advisors
Michigan
– -$203K -1,984 Closed
BAM
649
BTS Asset Management
Massachusetts
– -$187K -1,830 Closed
WIC
650
Woodmont Investment Counsel
Tennessee
– -$106K -1,034 Closed
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