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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
5
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.95B
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.9M
4
CA
4
Calton & Associates
Florida
$0
5
KWM
5
Keebeck Wealth Management
Illinois
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
HW
51
Hamilton Wealth
California
$8.69M 108,244 +33,861 +46%
RWG
52
Ratio Wealth Group
Colorado
$8.24M 102,579 -18,625 -15%
Creative Planning
53
Creative Planning
Kansas
$8.21M 102,234 +14,037 +16%
PL
54
Polianta Ltd
Jersey
$8.19M 102,000 +102,000 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$7.94M 98,831 -1,948 -2%
NYLIM
56
New York Life Investment Management
New York
$7.9M 98,395 -30,965 -24%
MPWT
57
MassMutual Private Wealth & Trust
Connecticut
$7.81M 97,252 +376 +0.4%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$7.25M 90,279 -4,032 -4%
ECM
59
Exchange Capital Management
Michigan
$7.14M 88,929 +1,491 +2%
Citadel Advisors
60
Citadel Advisors
Florida
$7.07M 88,039 +32,270 +58%
CAM
61
Cresset Asset Management
Illinois
$6.95M 86,054 +5,062 +6%
AIC
62
Ayalon Insurance Company
Israel
$6.74M 83,743 – –
AI
63
Atria Investments
North Carolina
$6.67M 83,025 +83,025 New
Truist Financial
64
Truist Financial
North Carolina
$6.35M 79,096 -1,068 -1%
WAM
65
WFA Asset Management
Wisconsin
$6.21M 77,278 +4,360 +6%
GA
66
Greytown Advisors
Florida
$6.12M 75,770 -934 -1%
CC
67
Callan Capital
California
$5.74M 71,448 +9,703 +16%
DI
68
DAGCO Inc
Ohio
$5.74M 36,920 +28,576 +342%
SWP
69
Strategic Wealth Partners
Ohio
$5.36M 66,722 +3,438 +5%
TFA
70
Tranquilli Financial Advisor
New Jersey
$5.29M 65,878 +65,878 New
CAG
71
Compass Advisory Group
New York
$5.24M 65,259 +65,259 New
AFS
72
Axiom Financial Strategies
Indiana
$4.96M 61,724 -5,249 -8%
KTA
73
Keeley-Teton Advisors
Illinois
$4.88M 60,759 +159 +0.3%
MML Investors Services
74
MML Investors Services
Massachusetts
$4.73M 58,874 -6,402 -10%
LCM
75
LCM Capital Management
Illinois
$4.68M 58,256 +3,293 +6%
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