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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
51
Allianz
Germany
$10M +$10M +97,714 New
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$9.85M -$87.4K -854 -0.9%
NYLIM
53
New York Life Investment Management
New York
$9.82M -$2.15M -20,991 -18%
ECM
54
Exchange Capital Management
Michigan
$9.64M +$133K +1,301 +1%
AIC
55
Ayalon Insurance Company
Israel
$9.43M +$859K +8,386 +10%
CAM
56
Cresset Asset Management
Illinois
$9.4M +$657K +6,413 +8%
Truist Financial
57
Truist Financial
North Carolina
$9.32M -$30.6K -299 -0.3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$9.19M -$102 -1 -0%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$9.11M +$4.01M +39,118 +78%
NFC
60
Northeast Financial Consultants
Connecticut
$8.88M -$1.91M -18,667 -18%
Creative Planning
61
Creative Planning
Kansas
$8.84M -$1.15M -11,219 -12%
I
62
INVST
Indiana
$8.62M +$68.1K +671 +0.8%
ACA
63
Atlas Capital Advisors
Wyoming
$8.16M +$1.21M +11,853 +17%
WAM
64
WFA Asset Management
Wisconsin
$7.97M -$376K -3,676 -5%
SWP
65
Strategic Wealth Partners
Ohio
$7.68M +$734K +7,169 +11%
CA
66
Calton & Associates
Florida
$7.68M -$952K -9,293 -11%
Citadel Advisors
67
Citadel Advisors
Florida
$7.46M +$3.6M +35,187 +93%
CC
68
Callan Capital
California
$7.16M -$82.5K -806 -1%
WAG
69
Wheelhouse Advisory Group
Missouri
$6.37M +$282K +2,752 +5%
CTC
70
Chai Trust Company
Illinois
$6.3M +$737K +7,194 +13%
CI
71
Cavalier Investments
Georgia
$6.14M +$342K +3,341 +6%
KTA
72
Keeley-Teton Advisors
Illinois
$6.11M -$143K -1,400 -2%
CCMG
73
Clark Capital Management Group
Pennsylvania
$6.05M +$6.05M +59,103 New
GA
74
Greytown Advisors
Florida
$5.99M -$864K -8,437 -13%
AWM
75
AE Wealth Management
Kansas
$5.95M -$3.36M -32,789 -36%
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3
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