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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
2
Bank of America
North Carolina
$2.11B
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
5
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
2
Morgan Stanley
New York
$212M
3
SWM
3
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
51
TD Waterhouse Canada
Ontario, Canada
$7.73M 93,030 +4,467 +5%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$7.66M 94,311 -19,854 -17%
Creative Planning
53
Creative Planning
Kansas
$7.17M 88,197 -1,710 -2%
ECM
54
Exchange Capital Management
Michigan
$7.1M 87,438 +1,238 +1%
AIC
55
Ayalon Insurance Company
Israel
$6.82M 83,743 -320 -0.4%
CA
56
Calton & Associates
Florida
$6.74M 82,909 -358 -0.4%
CAM
57
Cresset Asset Management
Illinois
$6.61M 80,992 +66,965 +477%
Truist Financial
58
Truist Financial
North Carolina
$6.51M 80,164 -11,409 -12%
GA
59
Greytown Advisors
Florida
$6.27M 76,704 +1,249 +2%
VU
60
Valence8 US
Massachusetts
$6.13M 75,481 -84,775 -53%
HW
61
Hamilton Wealth
California
$6.04M 74,383 +74,383 New
WAM
62
WFA Asset Management
Wisconsin
$5.92M 72,918 +3,249 +5%
KWM
63
Keebeck Wealth Management
Illinois
$5.58M 68,270 – –
AFS
64
Axiom Financial Strategies
Indiana
$5.44M 66,973 +3,919 +6%
MM
65
Main Management
California
$5.38M 66,202 -16,420 -20%
MML Investors Services
66
MML Investors Services
Massachusetts
$5.3M 65,276 -2,948 -4%
CFP
67
Curran Financial Partners
South Carolina
$5.28M 64,948 +64,948 New
AIM
68
Allen Investment Management
New York
$5.18M 63,758 -13,691 -18%
SWP
69
Strategic Wealth Partners
Ohio
$5.14M 63,284 +63,284 New
CC
70
Callan Capital
California
$5.02M 61,745 +1,749 +3%
KTA
71
Keeley-Teton Advisors
Illinois
$4.92M 60,600 -305 -0.5%
SCM
72
SOL Capital Management
Maryland
$4.79M 58,915 +825 +1%
TC
73
TAP Consulting
Missouri
$4.61M 56,725 -308 -0.5%
Citadel Advisors
74
Citadel Advisors
Florida
$4.53M 55,769 +30,786 +123%
ST
75
Sabal Trust
Florida
$4.5M 55,400 +1,968 +4%
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