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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.92B
2
SWM
2
Stapp Wealth Management
Washington
$24.1M
3
MFG
3
Marmo Financial Group
Tennessee
$9.13M
4
TC
4
TAP Consulting
Missouri
$4.44M
5
HF
5
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$232M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
3
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$28.4M
5
PCH
5
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$7.13M -$678K -8,708 -9%
Creative Planning
52
Creative Planning
Kansas
$7M -$252K -3,231 -3%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$7M +$1.02M +12,960 +17%
ECM
54
Exchange Capital Management
Michigan
$6.71M +$27.3K +351 +0.4%
AIC
55
Ayalon Insurance Company
Israel
$6.55M -$4.27M -54,782 -39%
CA
56
Calton & Associates
Florida
$6.49M +$323K +4,143 +5%
MM
57
Main Management
California
$6.44M -$39.9K -512 -0.6%
AIM
58
Allen Investment Management
New York
$6.03M – – –
GA
59
Greytown Advisors
Florida
$5.88M +$59.6K +765 +1%
WAM
60
WFA Asset Management
Wisconsin
$5.43M +$1.08M +13,830 +25%
KWM
61
Keebeck Wealth Management
Illinois
$5.32M – – –
MML Investors Services
62
MML Investors Services
Massachusetts
$5.31M -$37.9K -487 -0.7%
AFS
63
Axiom Financial Strategies
Indiana
$4.91M +$265K +3,399 +6%
KTA
64
Keeley-Teton Advisors
Illinois
$4.74M +$109K +1,393 +2%
CC
65
Callan Capital
California
$4.67M +$355K +4,562 +8%
SCM
66
SOL Capital Management
Maryland
$4.52M +$54.5K +700 +1%
AIM
67
Anchor Investment Management
South Carolina
$4.47M -$18.5K -237 -0.4%
TC
68
TAP Consulting
Missouri
$4.44M +$4.44M +57,033 New
LCM
69
LCM Capital Management
Illinois
$4.22M +$257K +3,299 +6%
ST
70
Sabal Trust
Florida
$4.16M -$1.09K -14 -0%
FFL
71
Financial Freedom LLC
Ohio
$4.07M -$47K -604 -1%
HF
72
HRT Financial
New York
$4.01M +$4.01M +51,423 New
CI
73
Cavalier Investments
Georgia
$3.88M +$227K +2,913 +6%
AWS
74
Atria Wealth Solutions
New York
$3.72M -$2.26M -29,008 -38%
MECA
75
Miller Equity Capital Advisors
Texas
$3.71M +$263K +3,375 +8%
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