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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
5
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.95B
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.9M
4
CA
4
Calton & Associates
Florida
$0
5
KWM
5
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
76
Exchange Traded Concepts
Oklahoma
$4.68M +$1.3M +16,190 +39%
TC
77
TAP Consulting
Missouri
$4.67M +$118K +1,474 +3%
CFP
78
Curran Financial Partners
South Carolina
$4.62M -$592K -7,371 -11%
Jane Street
79
Jane Street
New York
$4.54M +$1.54M +19,223 +51%
ST
80
Sabal Trust
Florida
$4.46M +$8.59K +107 +0.2%
CI
81
Cavalier Investments
Georgia
$4.44M +$163K +2,027 +4%
FFL
82
Financial Freedom LLC
Ohio
$4.38M +$49.4K +615 +1%
SCM
83
SOL Capital Management
Maryland
$4.22M -$510K -6,350 -11%
MECA
84
Miller Equity Capital Advisors
Texas
$4.03M +$80.3K +1,000 +2%
CTC
85
Chai Trust Company
Illinois
$3.76M +$581K +7,229 +18%
TF
86
Theory Financial
Colorado
$3.58M -$129K -1,606 -3%
AIM
87
Allen Investment Management
New York
$3.54M -$1.58M -19,660 -31%
ZIG
88
Zurich Insurance Group
Switzerland
$3.53M – – –
RCS
89
Retirement Capital Strategies
California
$3.49M +$3.49M +43,464 New
IWC
90
Integrated Wealth Concepts
Massachusetts
$3.47M +$58.2K +725 +2%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$3.47M -$140K -1,738 -4%
BC
92
Bartlett & Co
Ohio
$3.47M -$140K -1,738 -4%
MFG
93
Merit Financial Group
Georgia
$3.44M +$6.91K +86 +0.2%
PNC
94
Park National Corp
Ohio
$3.42M +$66K +822 +2%
JIC
95
Johnson Investment Counsel
Ohio
$3.41M -$97K -1,208 -3%
ACA
96
Atlas Capital Advisors
Wyoming
$3.3M -$57.4K -715 -2%
MM
97
Main Management
California
$3.16M -$2.16M -26,849 -41%
PAG
98
Private Advisor Group
New Jersey
$3.12M -$43.9K -547 -1%
PWM
99
Penobscot Wealth Management
Maine
$3.08M +$1.21K +15 +0%
NAMP
100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.07M +$20.1K +250 +0.7%
2 3
4
5 6