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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$850M
2
Morgan Stanley
2
Morgan Stanley
New York
$367M
3
MW
3
Marks Wealth
Maryland
$35.3M
4
Ameriprise
4
Ameriprise
Minnesota
$280M
5
Wells Fargo
5
Wells Fargo
California
$297M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.3B
2
Citigroup
2
Citigroup
New York
$2.17M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
MIM
5
Morningstar Investment Management
Illinois
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Calton & Associates
Florida
$5.7M 59,009 +2,211 +4%
SCM
77
SOL Capital Management
Maryland
$5.51M 57,040 -700 -1%
TFA
78
Tranquilli Financial Advisor
New Jersey
$5.47M 56,615 +1,881 +3%
KTA
79
Keeley-Teton Advisors
Illinois
$5.46M 56,573 +1,333 +2%
OAM
80
Oppenheimer Asset Management
New York
$5.25M 54,365 +954 +2%
RWG
81
Ratio Wealth Group
Colorado
$5.16M 53,385 +12,741 +31%
AG
82
Ascent Group
Virginia
$5.12M 54,509 +54,509 New
MML Investors Services
83
MML Investors Services
Massachusetts
$5.11M 52,945 +2,143 +4%
AWM
84
Aprio Wealth Management
Georgia
$5.1M 52,826 -40,287 -43%
MWM
85
Merriman Wealth Management
Washington
$5.05M 52,257 +6,001 +13%
LCM
86
LCM Capital Management
Illinois
$4.92M 50,993 +2,089 +4%
JIC
87
Johnson Investment Counsel
Ohio
$4.92M 50,933 -2,774 -5%
ST
88
Sabal Trust
Florida
$4.82M 49,952 +3,564 +8%
PFA
89
Paradigm Financial Advisors
Missouri
$4.76M 49,329 +1,682 +4%
CC
90
Callan Capital
California
$4.74M 49,068 +1,683 +4%
CI
91
Cavalier Investments
Georgia
$4.72M 48,852 +8,745 +22%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$4.71M 48,760 +1,115 +2%
CWM
93
Congress Wealth Management
Massachusetts
$4.51M 46,698 +46,698 New
BDWCC
94
B&D White Capital Company
Texas
$4.47M 46,303 +910 +2%
ZIG
95
Zurich Insurance Group
Switzerland
$4.27M 44,115 – –
TWC
96
TD Waterhouse Canada
Ontario, Canada
$4.11M 39,956 +39,956 New
QWM
97
Quaker Wealth Management
New Jersey
$4.09M 42,395 +2,794 +7%
T
98
TCWP
Ohio
$4.06M 42,012 +42,012 New
Citadel Advisors
99
Citadel Advisors
Florida
$4.04M 41,878 +20,873 +99%
KAS
100
Kestra Advisory Services
Texas
$3.99M 41,336 -3,028 -7%
2 3
4
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