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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.2M
3
PCH
3
PGIM Custom Harvest
New Jersey
$103M
4
BWA
4
Bordeaux Wealth Advisors
California
$10.7M
5
TF
5
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
3
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23M
5
SWP
5
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
51
Winthrop Capital Management
Indiana
$9.99M +$98.8K +989 +1%
ECM
52
Exchange Capital Management
Michigan
$9.82M +$418K +4,185 +4%
A
53
Allianz
Germany
$9.76M – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$9.6M -$12.9K -129 -0.1%
CAM
55
Cresset Asset Management
Illinois
$9.51M +$297K +2,965 +3%
ACA
56
Atlas Capital Advisors
Wyoming
$9.29M +$1.33M +13,322 +17%
AIC
57
Ayalon Insurance Company
Israel
$8.93M -$304K -3,037 -3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$8.75M -$212K -2,127 -2%
NFC
59
Northeast Financial Consultants
Connecticut
$8.43M -$231K -2,317 -3%
I
60
INVST
Indiana
$8.18M -$315K -3,146 -4%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$8.06M -$3.11M -31,120 -28%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$7.95M -$937K -9,382 -11%
Creative Planning
63
Creative Planning
Kansas
$7.88M -$736K -7,369 -9%
CA
64
Calton & Associates
Florida
$7.43M -$55.1K -552 -0.7%
CC
65
Callan Capital
California
$6.91M -$69.6K -697 -1%
CTC
66
Chai Trust Company
Illinois
$6.78M +$628K +6,290 +10%
WAG
67
Wheelhouse Advisory Group
Missouri
$6.44M +$153K +1,509 +2%
CI
68
Cavalier Investments
Georgia
$6.18M +$183K +1,829 +3%
ST
69
Sabal Trust
Florida
$6.15M +$430K +4,309 +8%
TC
70
TAP Consulting
Missouri
$6.02M +$608K +6,091 +11%
WAM
71
WFA Asset Management
Wisconsin
$6.01M -$1.76M -17,616 -23%
KTA
72
Keeley-Teton Advisors
Illinois
$5.94M -$25K -250 -0.4%
LCM
73
LCM Capital Management
Illinois
$5.91M +$160K +1,601 +3%
AWM
74
AE Wealth Management
Kansas
$5.75M -$55.4K -555 -1%
CFP
75
Curran Financial Partners
South Carolina
$5.64M +$16.3K +163 +0.3%
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3
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