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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$68M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
3
SFM
3
Soros Fund Management
New York
$13.9M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$35.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
2
Wells Fargo
California
$140M
3
Bank of America
3
Bank of America
North Carolina
$1.99B
4
MMEA
4
Main Management ETF Advisors
California
$0
5
BFG
5
Bouchey Financial Group
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
51
Estate Counselors
Wisconsin
$9.16M +$90.6K +1,095 +1%
EWG
52
Executive Wealth Group
Washington
$8.91M +$80.7K +975 +0.9%
CAN
53
Cetera Advisor Networks
California
$8.87M +$2.06M +24,949 +30%
RWG
54
Ratio Wealth Group
Colorado
$8.57M -$115K -1,394 -1%
PCWA
55
Pacific Capital Wealth Advisors
California
$8.45M -$580K -7,007 -6%
Truist Financial
56
Truist Financial
North Carolina
$8.3M -$2.37M -28,651 -22%
AA
57
ALPS Advisors
Colorado
$7.92M -$15.7K -190 -0.2%
HIIFS
58
Harel Insurance Investments & Financial Services
Israel
$7.85M – – –
Creative Planning
59
Creative Planning
Kansas
$7.71M -$354K -4,276 -4%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$7.65M +$287K +3,468 +4%
ECM
61
Exchange Capital Management
Michigan
$7.1M +$531K +6,416 +8%
MM
62
Main Management
California
$6.88M -$473K -5,715 -6%
MIM
63
Morningstar Investment Management
Illinois
$6.79M -$8.73M -105,533 -56%
CA
64
Calton & Associates
Florida
$6.55M +$1.56M +18,801 +31%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$6.42M +$3.09M +36,430 +93%
AIM
66
Allen Investment Management
New York
$6.41M -$96K -1,160 -1%
JF
67
Joule Financial
Kentucky
$6.4M -$485K -5,867 -7%
AWS
68
Atria Wealth Solutions
New York
$6.35M +$2.29M +27,737 +57%
GA
69
Greytown Advisors
Florida
$6.18M +$244K +2,946 +4%
MML Investors Services
70
MML Investors Services
Massachusetts
$5.68M +$91K +1,100 +2%
KWM
71
Keebeck Wealth Management
Illinois
$5.65M – – –
P
72
Pariax
California
$5.48M – – –
Jane Street
73
Jane Street
New York
$5.01M +$562K +6,797 +13%
CFP
74
Curran Financial Partners
South Carolina
$4.95M +$4.95M +59,878 New
AFS
75
Axiom Financial Strategies
Indiana
$4.94M +$19.5K +236 +0.4%
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3
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