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Vanguard Financials ETF
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Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
Wells Fargo
2
Wells Fargo
California
$187M
3
A
3
Allianz
Germany
$21.7M
4
PP
4
Prudential plc
United Kingdom
$20M
5
AP
5
Advisors Preferred
Maryland
$52.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
2
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
SF
4
Synovus Financial
Georgia
$25.6M
5
MIS
5
Morningstar Investment Services
Illinois
$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
EE
51
EWG Elevate
California
$12.9M +$12.9M +109,420 New
PS
52
Principal Securities
Iowa
$12.7M +$208K +1,759 +2%
BWA
53
Bordeaux Wealth Advisors
California
$12.6M -$123K -1,041 -1%
MPWT
54
MassMutual Private Wealth & Trust
Connecticut
$12.4M -$55.5K -470 -0.4%
ECM
55
Exchange Capital Management
Michigan
$11.6M +$51.1K +433 +0.4%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$11.6M +$10.2M +86,724 +777%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$11.4M +$164K +1,393 +1%
CAM
58
Cresset Asset Management
Illinois
$10.9M -$92.9K -787 -0.8%
Goldman Sachs
59
Goldman Sachs
New York
$10.7M -$1.52M -12,914 -12%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$10.6M +$349K +2,954 +3%
ACA
61
Atlas Capital Advisors
Wyoming
$10.2M -$226K -1,910 -2%
WCM
62
Winthrop Capital Management
Indiana
$10.1M -$1.45M -12,303 -13%
SWP
63
Strategic Wealth Partners
Ohio
$9.63M +$234K +1,854 +2%
AIC
64
Ayalon Insurance Company
Israel
$9.52M – – –
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$9.34M +$333K +2,820 +4%
NFC
66
Northeast Financial Consultants
Connecticut
$9.32M +$15.1K +128 +0.2%
CTC
67
Chai Trust Company
Illinois
$9.07M +$317K +2,686 +4%
Envestnet Portfolio Solutions
68
Envestnet Portfolio Solutions
Illinois
$9.07M -$711K -6,024 -7%
Creative Planning
69
Creative Planning
Kansas
$8.95M -$877K -7,429 -9%
AFS
70
Axiom Financial Strategies
Indiana
$8.61M +$142K +1,206 +2%
CC
71
Callan Capital
California
$8.41M -$49.8K -422 -0.6%
WSFG
72
Wall Street Financial Group
Illinois
$8.33M +$653K +5,531 +9%
CI
73
Cavalier Investments
Georgia
$8.11M +$334K +2,832 +4%
WAG
74
Wheelhouse Advisory Group
Missouri
$7.94M +$230K +1,944 +3%
RB
75
Richmond Brothers
Michigan
$7.91M +$388K +3,290 +5%
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3
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