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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$502M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
3
Advisors Preferred
Maryland
$59.5M
4
MIS
4
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$1.09M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
5
Wells Fargo
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
51
MassMutual Private Wealth & Trust
Connecticut
$9.11M 98,786 +1,534 +2%
WCM
52
Winthrop Capital Management
Indiana
$9.07M 98,289 +98,289 New
Creative Planning
53
Creative Planning
Kansas
$9M 97,522 -4,712 -5%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$8.96M 97,075 -1,756 -2%
Goldman Sachs
55
Goldman Sachs
New York
$8.81M 95,455 -53,722 -36%
PS
56
Principal Securities
Iowa
$8.76M 94,932 +94,932 New
ECM
57
Exchange Capital Management
Michigan
$8.56M 92,834 +3,905 +4%
AWM
58
AE Wealth Management
Kansas
$8.55M 90,906 -31,976 -26%
Truist Financial
59
Truist Financial
North Carolina
$8.43M 91,337 +12,241 +15%
AWS
60
Atria Wealth Solutions
New York
$8.37M 90,686 -49,677 -35%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$8.28M 89,760 -519 -0.6%
I
62
INVST
Indiana
$7.92M 84,258 +84,258 New
CAM
63
Cresset Asset Management
Illinois
$7.88M 85,425 -629 -0.7%
CA
64
Calton & Associates
Florida
$7.78M 84,279 +84,279 New
AIC
65
Ayalon Insurance Company
Israel
$7.73M 83,743 – –
WAM
66
WFA Asset Management
Wisconsin
$7.52M 81,500 +4,222 +5%
CC
67
Callan Capital
California
$6.52M 70,709 -739 -1%
ACA
68
Atlas Capital Advisors
Wyoming
$6.26M 67,846 +26,704 +65%
SWP
69
Strategic Wealth Partners
Ohio
$6.26M 67,841 +1,119 +2%
GA
70
Greytown Advisors
Florida
$6.18M 66,961 -8,809 -12%
PL
71
Polianta Ltd
Jersey
$5.78M 62,600 -39,400 -39%
ST
72
Sabal Trust
Florida
$5.77M 62,517 +7,010 +13%
AFS
73
Axiom Financial Strategies
Indiana
$5.67M 61,485 -239 -0.4%
KTA
74
Keeley-Teton Advisors
Illinois
$5.64M 61,085 +326 +0.5%
WAG
75
Wheelhouse Advisory Group
Missouri
$5.48M 59,415 +59,415 New
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3
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