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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
76
LCM Capital Management
Illinois
$5.9M +$24.7K +241 +0.4%
ST
77
Sabal Trust
Florida
$5.86M -$537K -5,241 -8%
CFP
78
Curran Financial Partners
South Carolina
$5.77M -$32.4K -316 -0.6%
MML Investors Services
79
MML Investors Services
Massachusetts
$5.6M +$1.22M +11,905 +28%
TC
80
TAP Consulting
Missouri
$5.55M +$376K +3,674 +7%
FFL
81
Financial Freedom LLC
Ohio
$5.53M -$40.5K -396 -0.7%
AFS
82
Axiom Financial Strategies
Indiana
$5.51M -$782K -7,633 -12%
SCM
83
SOL Capital Management
Maryland
$5.24M -$120K -1,175 -2%
ETC
84
Exchange Traded Concepts
Oklahoma
$5.22M +$2.4M +23,474 +85%
MECA
85
Miller Equity Capital Advisors
Texas
$5.14M – – –
KC
86
Kinloch Capital
Virginia
$5.07M +$969K +9,465 +24%
TFA
87
Tranquilli Financial Advisor
New Jersey
$5.02M +$2.86M +27,915 +132%
CWM
88
Congress Wealth Management
Massachusetts
$4.82M +$1.04M +10,186 +28%
AIM
89
Allen Investment Management
New York
$4.52M – – –
IWC
90
Integrated Wealth Concepts
Massachusetts
$4.45M +$193K +1,889 +5%
BCWM
91
Bartlett & Co Wealth Management
Ohio
$4.4M – – –
Comerica Bank
92
Comerica Bank
Texas
$4.37M +$81.8K +799 +2%
AI
93
Atria Investments
North Carolina
$4.33M +$1.73M +16,900 +66%
MFG
94
Merit Financial Group
Georgia
$4.28M +$4.28M +43,363 New
RCS
95
Retirement Capital Strategies
California
$4.27M +$291K +2,846 +7%
TF
96
Theory Financial
Colorado
$4.18M -$416K -4,066 -9%
JIC
97
Johnson Investment Counsel
Ohio
$4.04M -$76.4K -746 -2%
MM
98
Main Management
California
$4.03M – – –
CIA
99
Concurrent Investment Advisors
Florida
$3.9M -$816K -7,966 -17%
NAMP
100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.81M +$46.1K +450 +1%
2 3
4
5 6