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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$502M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
3
Advisors Preferred
Maryland
$59.5M
4
MIS
4
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$1.09M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
5
Wells Fargo
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
76
LCM Capital Management
Illinois
$5.29M 57,372 -884 -2%
CFP
77
Curran Financial Partners
South Carolina
$5.28M 56,627 -950 -2%
CI
78
Cavalier Investments
Georgia
$5.23M 56,656 +1,377 +2%
FFL
79
Financial Freedom LLC
Ohio
$5.02M 54,406 -109 -0.2%
CTC
80
Chai Trust Company
Illinois
$5.02M 54,368 +7,588 +16%
SCM
81
SOL Capital Management
Maryland
$4.83M 52,315 -250 -0.5%
TC
82
TAP Consulting
Missouri
$4.66M 50,490 -7,709 -13%
MECA
83
Miller Equity Capital Advisors
Texas
$4.63M 50,190 – –
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$4.6M 49,840 -58,826 -54%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$4.49M 48,677 -116,381 -71%
CIA
86
Concurrent Investment Advisors
Florida
$4.25M 46,040 +46,040 New
TF
87
Theory Financial
Colorado
$4.14M 44,899 +387 +0.9%
AIM
88
Allen Investment Management
New York
$4.07M 44,098 – –
BC
89
Bartlett & Co
Ohio
$3.98M 42,926 – –
BCWM
90
Bartlett & Co Wealth Management
Ohio
$3.98M 42,926 – –
MML Investors Services
91
MML Investors Services
Massachusetts
$3.95M 42,808 -16,066 -27%
Comerica Bank
92
Comerica Bank
Texas
$3.87M 41,905 +5,657 +16%
IWC
93
Integrated Wealth Concepts
Massachusetts
$3.84M 41,568 -1,694 -4%
JIC
94
Johnson Investment Counsel
Ohio
$3.71M 40,232 -2,272 -5%
KC
95
Kinloch Capital
Virginia
$3.7M 40,063 +40,063 New
MM
96
Main Management
California
$3.63M 39,353 – –
PWM
97
Penobscot Wealth Management
Maine
$3.61M 39,142 +775 +2%
PNC
98
Park National Corp
Ohio
$3.61M 39,075 -3,550 -8%
RCS
99
Retirement Capital Strategies
California
$3.58M 38,816 -4,648 -11%
Citadel Advisors
100
Citadel Advisors
Florida
$3.47M 37,658 -50,381 -57%
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4
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