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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 %
DF
626
Dunhill Financial
United Kingdom
$37 -$81 -1 Closed
CMP
627
Coston McIsaac & Partners
Maine
$10 – +1 +1%
ZIG
628
Zurich Insurance Group
Switzerland
– -$3.62M -35,732 Closed
SFC
629
Strategic Financial Concepts
Texas
– -$179 -19,167 Closed
SW
630
Simplicity Wealth
New Jersey
– -$1.41M -14,113 Closed
MWM
631
Mittelman Wealth Management
Massachusetts
– -$1.19M -11,953 Closed
D.E. Shaw & Co
632
D.E. Shaw & Co
New York
– -$721K -7,223 Closed
MFG
633
Mainsail Financial Group
Washington
– -$669K -6,695 Closed
DAS
634
Dynamic Advisor Solutions
Arizona
– -$652K -6,528 Closed
OHWA
635
Oak Hill Wealth Advisors
Virginia
– -$455K -4,552 Closed
PRI
636
Prepared Retirement Institute
Pennsylvania
– -$444K -4,450 Closed
IA
637
IFG Advisory
Georgia
– -$429K -4,298 Closed
BW
638
Bison Wealth
Georgia
– -$421K -4,114 Closed
PCA
639
Pallas Capital Advisors
Massachusetts
– -$378K -3,588 Closed
SIMG
640
Sonora Investment Management Group
Arizona
– -$304K -2,972 Closed
CWM
641
Calamos Wealth Management
Illinois
– -$266K -2,665 Closed
IAIM
642
International Assets Investment Management
Florida
– -$245K -2,450 Closed
SEP
643
Southland Equity Partners
Missouri
– -$243K -2,431 Closed
PI
644
PFG Investments
New York
– -$204K -2,044 Closed
ATPW
645
Ashton Thomas Private Wealth
Arizona
– -$130K -1,297 Closed
FRA
646
Front Row Advisors
California
– -$113K -1,129 Closed
Nomura Asset Management
647
Nomura Asset Management
Japan
– -$99.9K -1,000 Closed
SA
648
Scarborough Advisors
Maryland
– -$33.1K -331 Closed
MCA
649
Maryland Capital Advisors
Maryland
– -$28.1K -281 Closed
WIA
650
Wetzel Investment Advisors
Indiana
– -$27.3K -267 Closed
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