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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
2
Bank of America
North Carolina
$2.11B
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
5
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
2
Morgan Stanley
New York
$212M
3
SWM
3
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
76
LCM Capital Management
Illinois
$4.47M +$61.9K +762 +1%
FFL
77
Financial Freedom LLC
Ohio
$4.38M +$137K +1,692 +3%
CI
78
Cavalier Investments
Georgia
$4.33M +$276K +3,393 +7%
HF
79
HRT Financial
New York
$4.04M -$135K -1,665 -3%
MECA
80
Miller Equity Capital Advisors
Texas
$4M +$131K +1,610 +3%
AWM
81
Aprio Wealth Management
Georgia
$3.85M +$35.6K +438 +0.9%
TF
82
Theory Financial
Colorado
$3.75M +$356K +4,378 +10%
ZIG
83
Zurich Insurance Group
Switzerland
$3.71M – – –
BCWM
84
Bartlett & Co Wealth Management
Ohio
$3.65M – – –
BC
85
Bartlett & Co
Ohio
$3.65M – – –
Baird Financial Group
86
Baird Financial Group
Wisconsin
$3.64M +$27.1K +333 +0.7%
JIC
87
Johnson Investment Counsel
Ohio
$3.55M +$28.2K +347 +0.8%
MFG
88
Merit Financial Group
Georgia
$3.47M – – –
IWC
89
Integrated Wealth Concepts
Massachusetts
$3.46M +$904K +11,131 +35%
ETC
90
Exchange Traded Concepts
Oklahoma
$3.41M +$3.41M +42,017 New
ACA
91
Atlas Capital Advisors
Wyoming
$3.4M -$456K -5,617 -12%
PNC
92
Park National Corp
Ohio
$3.4M -$55.6K -685 -2%
AWS
93
Atria Wealth Solutions
New York
$3.32M -$576K -7,067 -15%
PAG
94
Private Advisor Group
New Jersey
$3.29M +$1.22M +14,639 +59%
CTC
95
Chai Trust Company
Illinois
$3.21M +$635K +7,817 +25%
FRA
96
Frank Rimerman Advisors
California
$3.19M +$39.8K +490 +1%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$3.13M -$216K -2,658 -6%
PWM
98
Penobscot Wealth Management
Maine
$3.12M +$162K +1,992 +5%
NAMP
99
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.09M -$28.4K -350 -0.9%
BCMIO
100
Beacon Capital Management Inc (Ohio)
Ohio
$3.08M -$144K -1,774 -4%
2 3
4
5 6