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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.2M
3
PCH
3
PGIM Custom Harvest
New Jersey
$103M
4
BWA
4
Bordeaux Wealth Advisors
California
$10.7M
5
TF
5
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
3
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23M
5
SWP
5
Strategic Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$5.52M 55,301 +33,944 +159%
KC
77
Kinloch Capital
Virginia
$5.45M 54,539 +5,011 +10%
FFL
78
Financial Freedom LLC
Ohio
$5.44M 54,417 +407 +0.8%
AFS
79
Axiom Financial Strategies
Indiana
$5.37M 53,739 -113 -0.2%
ETC
80
Exchange Traded Concepts
Oklahoma
$5.12M 51,218 +219 +0.4%
MECA
81
Miller Equity Capital Advisors
Texas
$5.01M 50,190 – –
GA
82
Greytown Advisors
Florida
$4.99M 49,770 -8,754 -15%
SCM
83
SOL Capital Management
Maryland
$4.86M 48,690 -2,450 -5%
TFA
84
Tranquilli Financial Advisor
New Jersey
$4.79M 47,900 -1,173 -2%
CWM
85
Congress Wealth Management
Massachusetts
$4.73M 47,326 +236 +0.5%
IWC
86
Integrated Wealth Concepts
Massachusetts
$4.53M 45,384 +1,927 +4%
FFN
87
Focus Financial Network
Minnesota
$4.47M 41,801 +24,952 +148%
AIM
88
Allen Investment Management
New York
$4.4M 44,098 – –
MFG
89
Merit Financial Group
Georgia
$4.34M 43,441 +78 +0.2%
BCWM
90
Bartlett & Co Wealth Management
Ohio
$4.31M 42,926 – –
Comerica Bank
91
Comerica Bank
Texas
$4.23M 42,324 -380 -0.9%
AI
92
Atria Investments
North Carolina
$4.16M 41,610 -725 -2%
WSFG
93
Wall Street Financial Group
Illinois
$4.14M 41,481 +41,481 New
MM
94
Main Management
California
$3.93M 39,353 – –
JIC
95
Johnson Investment Counsel
Ohio
$3.89M 38,908 -578 -1%
NAMP
96
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.72M 37,276 +35 +0.1%
FRA
97
Frank Rimerman Advisors
California
$3.72M 37,214 – –
ZIG
98
Zurich Insurance Group
Switzerland
$3.62M 35,732 – –
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$3.55M 35,579 +10,557 +42%
Pathstone Holdings
100
Pathstone Holdings
New Jersey
$3.48M 34,810 -255 -0.7%
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4
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