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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.92B
2
SWM
2
Stapp Wealth Management
Washington
$24.1M
3
MFG
3
Marmo Financial Group
Tennessee
$9.13M
4
TC
4
TAP Consulting
Missouri
$4.44M
5
HF
5
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$232M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
3
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$28.4M
5
PCH
5
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
76
Atlas Capital Advisors
Wyoming
$3.7M -$531K -6,811 -13%
AWM
77
Aprio Wealth Management
Georgia
$3.66M +$292K +3,751 +9%
Cerity Partners
78
Cerity Partners
New York
$3.63M -$787K -2,511 -18%
CWM
79
Congress Wealth Management
Massachusetts
$3.59M +$3.37M +43,291 +1,563%
BC
80
Bartlett & Co
Ohio
$3.48M – – –
BCWM
81
Bartlett & Co Wealth Management
Ohio
$3.48M – – –
Baird Financial Group
82
Baird Financial Group
Wisconsin
$3.47M -$216K -2,772 -6%
ZIG
83
Zurich Insurance Group
Switzerland
$3.41M – – –
JIC
84
Johnson Investment Counsel
Ohio
$3.38M -$211K -2,706 -6%
MFG
85
Merit Financial Group
Georgia
$3.33M +$286K +3,671 +9%
PNC
86
Park National Corp
Ohio
$3.31M +$360K +4,622 +12%
TF
87
Theory Financial
Colorado
$3.25M +$69.4K +891 +2%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$3.21M +$1.28M +16,493 +67%
BCA
89
Bray Capital Advisors
Florida
$3.16M -$47.9K -615 -1%
BCMIO
90
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M -$39.9M -511,978 -93%
JF
91
Joule Financial
Kentucky
$3.08M -$2.95M -37,827 -49%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.07M +$93.9K +1,206 +3%
FFC
93
First Financial Corp
Indiana
$3.06M +$127K +1,627 +4%
TRCT
94
Tower Research Capital (TRC)
New York
$3.03M +$2.65M +34,060 +711%
FRA
95
Frank Rimerman Advisors
California
$3.02M +$1.7M +21,842 +129%
NAMP
96
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.99M -$105K -1,350 -3%
Financial Engines Advisors
97
Financial Engines Advisors
California
$2.97M -$1.49M -19,074 -33%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$2.95M -$808K -10,374 -22%
PWM
99
Penobscot Wealth Management
Maine
$2.83M -$62.5K -802 -2%
MGIA
100
Matthew Goff Investment Advisor
Texas
$2.77M -$102K -1,313 -4%
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4
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