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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 %
CA
701
Calton & Associates
Florida
– -$5.22M -47,463 Closed
Macquarie Group
702
Macquarie Group
Australia
– -$2.33M -21,238 Closed
IOOF
703
Independent Order of Foresters
Ontario, Canada
– -$2.33M -21,238 Closed
GS
704
GTS Securities
New York
– -$1.93M -17,564 Closed
Prudential Financial
705
Prudential Financial
New Jersey
– -$1.46M -13,298 Closed
LFAS
706
Level Four Advisory Services
Texas
– -$1.41M -12,437 Closed
EGM
707
Engineers Gate Manager
New York
– -$1.24M -11,318 Closed
ADL
708
Asset Dedication LLC
California
– -$846K -7,696 Closed
CSPIA
709
Cary Street Partners Investment Advisory
Virginia
– -$467K -4,252 Closed
DS
710
DRW Securities
Illinois
– -$460K -4,185 Closed
FIA
711
FNY Investment Advisers
New York
– -$362K -3,300 Closed
TI
712
Trexquant Investment
Connecticut
– -$359K -3,269 Closed
CAG
713
Csenge Advisory Group
Florida
– -$302K -2,670 Closed
MSFS
714
Main Street Financial Solutions
Pennsylvania
– -$287K -2,608 Closed
FNT
715
First National Trust
Pennsylvania
– -$250K -2,272 Closed
VFA
716
Valeo Financial Advisors
Indiana
– -$240K -2,180 Closed
GC
717
Gilbert & Cook
Iowa
– -$232K -2,115 Closed
AMBIA
718
Allen Mooney & Barnes Investment Advisors
Georgia
– -$231K -2,099 Closed
CFP
719
Cypress Financial Planning
New Jersey
– -$219K -1,992 Closed
PCIG
720
Partners Capital Investment Group
Massachusetts
– -$206K -1,877 Closed
Kayne Anderson Rudnick Investment Management
721
Kayne Anderson Rudnick Investment Management
California
– -$82K -746 Closed
HGERS
722
Householder Group Estate & Retirement Specialist
Arizona
– -$59K -538 Closed
BWP
723
Baldwin Wealth Partners
Massachusetts
– -$22K -200 Closed
GWP
724
Gen-Wealth Partners
Michigan
– -$22.6K -197 Closed
OW
725
Olistico Wealth
Oklahoma
– -$18.5K -168 Closed
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