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Vanguard Financials ETF
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Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$377M
2
Wells Fargo
Wells Fargo
California
$187M
3
A
Allianz
Germany
$21.7M
4
PP
Prudential plc
United Kingdom
$20M
5
AP
Advisors Preferred
Maryland
$52.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
SF
Synovus Financial
Georgia
$25.6M
5
MIS
Morningstar Investment Services
Illinois
$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
676
Bellevue Asset Management
Washington
$8.86K – – –
LCM
677
Logan Capital Management
Pennsylvania
$8.71K +$118 +1 +1%
PFA
678
Pathway Financial Advisers
Indiana
$7.85K – – –
SIC
679
SJS Investment Consulting
Ohio
$7.09K – – –
RS
680
Rakuten Securities
Japan
$7.08K – – –
DF
681
Dunhill Financial
United Kingdom
$6.81K +$6.81K +58 New
CIAS
682
CBIZ Investment Advisory Services
Ohio
$6.26K – – –
PGAM
683
Princeton Global Asset Management
New Jersey
$5.9K – – –
SWC
684
Spectrum Wealth Counsel
Indiana
$5.79K – – –
MAM
685
Morse Asset Management
Connecticut
$5.79K – – –
CWP
686
Concord Wealth Partners
Virginia
$5.67K +$5.67K +48 New
PIP
687
Peachtree Investment Partners
Florida
$5.2K – – –
BTI
688
Blue Trust Inc
Georgia
$4.99K – – –
WBC
689
West Branch Capital
Massachusetts
$4.84K -$472 -4 -9%
LAM
690
Lummis Asset Management
Texas
$3.66K +$3.66K +31 New
VNA
691
Valley National Advisers
Pennsylvania
$3K – – –
OAJ
692
Ogorek Anthony Joseph
New York
$3K +$3K +30 New
MSWA
693
Marshall & Sterling Wealth Advisors
New York
$2.85K +$2.85K +25 New
GIA
694
GHP Investment Advisors
Colorado
$2.48K +$2.48K +21 New
RMC
695
Resources Management Corp
Connecticut
$2K – – –
CPBTD
696
Central Pacific Bank - Trust Division
Hawaii
$1.54K – – –
NRG
697
Nemes Rush Group
Michigan
$1.06K – – –
BNP Paribas Financial Markets
698
BNP Paribas Financial Markets
France
$472 +$472 +4 New
OFG
699
Oxford Financial Group
Indiana
$354 – – –
DFA
700
DHJJ Financial Advisors
Illinois
$237 – – –
26 27
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