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Vanguard Financials ETF
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Overview Fund Activity

563 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 202 reducing their positions, and 81 closing their positions.

Holders
563
Holders Change
-40
Holders Change %
-6.63%
% of All Funds
9.52%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
202
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.97B
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$15.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$23M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$17.5M
5
EWA
5
Evolution Wealth Advisors
Florida
$6.22M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$52.7M
2
Ameriprise
2
Ameriprise
Minnesota
$49.2M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$2.61M
4
Prudential Financial
4
Prudential Financial
New Jersey
$19.9M
5
Bessemer Group
5
Bessemer Group
New Jersey
$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Congress Wealth Management
Massachusetts
$4.47M +$323K +4,187 +8%
SFS
77
Sowell Financial Services
Arkansas
$4.41M +$4.41M +22,505 New
SCM
78
SOL Capital Management
Maryland
$4.41M +$61.8K +800 +1%
KTA
79
Keeley-Teton Advisors
Illinois
$4.38M +$14.2K +184 +0.3%
AWM
80
Aprio Wealth Management
Georgia
$4.36M +$49.3K +639 +1%
OAM
81
Oppenheimer Asset Management
New York
$4.16M +$2.86K +37 +0.1%
CI
82
Cavalier Investments
Georgia
$4.15M +$64.4K +834 +2%
5L
83
55I LLC
Massachusetts
$4.06M +$771K +9,987 +23%
ST
84
Sabal Trust
Florida
$4.05M +$60.4K +782 +2%
LCM
85
LCM Capital Management
Illinois
$3.97M -$33.8K -438 -0.8%
CC
86
Callan Capital
California
$3.83M -$514K -6,666 -12%
AWS
87
Atria Wealth Solutions
New York
$3.73M -$3.45M -44,656 -48%
JIC
88
Johnson Investment Counsel
Ohio
$3.73M -$161K -2,087 -4%
ACA
89
Atlas Capital Advisors
Wyoming
$3.64M -$1.9M -24,678 -34%
WAM
90
WFA Asset Management
Wisconsin
$3.51M +$689K +8,927 +24%
ZIG
91
Zurich Insurance Group
Switzerland
$3.41M – – –
Baird Financial Group
92
Baird Financial Group
Wisconsin
$3.34M -$61.7K -799 -2%
SPIA
93
Steward Partners Investment Advisory
New York
$3.26M -$243K -3,152 -7%
APA
94
American Portfolios Advisors
New York
$3.24M -$316K -4,098 -9%
Cetera Investment Advisers
95
Cetera Investment Advisers
Illinois
$3.21M -$5.13M -66,494 -62%
BC
96
Bartlett & Co
Ohio
$3.21M +$22.5K +291 +0.7%
BCWM
97
Bartlett & Co Wealth Management
Ohio
$3.21M +$22.5K +291 +0.7%
QWM
98
Quaker Wealth Management
New Jersey
$3.21M -$143K -1,855 -4%
BCA
99
Bray Capital Advisors
Florida
$3.18M – – –
NAMP
100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.05M -$71.4K -925 -2%
2 3
4
5 6