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Vanguard Financials ETF
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Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
Wells Fargo
2
Wells Fargo
California
$187M
3
A
3
Allianz
Germany
$21.7M
4
PP
4
Prudential plc
United Kingdom
$20M
5
AP
5
Advisors Preferred
Maryland
$52.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
2
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
SF
4
Synovus Financial
Georgia
$25.6M
5
MIS
5
Morningstar Investment Services
Illinois
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
I
76
INVST
Indiana
$7.89M 66,807 -10,449 -14%
ST
77
Sabal Trust
Florida
$7.78M 65,920 +349 +0.5%
AIM
78
Allen Investment Management
New York
$7.58M 64,172 +20,074 +46%
PL
79
Polianta Ltd
Jersey
$7.45M 63,100 -2,600 -4%
RSWM
80
Robertson Stephens Wealth Management
California
$7.01M 59,389 -11,768 -17%
LCM
81
LCM Capital Management
Illinois
$7M 59,262 +242 +0.4%
KTA
82
Keeley-Teton Advisors
Illinois
$6.98M 59,113 +171 +0.3%
TC
83
TAP Consulting
Missouri
$6.95M 58,836 -1,114 -2%
FGWP
84
Founders Grove Wealth Partners
Virginia
$6.77M 57,375 +57,375 New
AWM
85
AE Wealth Management
Kansas
$6.62M 56,076 -3,134 -5%
FFL
86
Financial Freedom LLC
Ohio
$6.4M 54,235 +55 +0.1%
CFP
87
Curran Financial Partners
South Carolina
$6.13M 51,879 -619 -1%
ETC
88
Exchange Traded Concepts
Oklahoma
$6.1M 51,699 +481 +0.9%
WAM
89
WFA Asset Management
Wisconsin
$6.02M 51,023 -3,700 -7%
MECA
90
Miller Equity Capital Advisors
Texas
$5.93M 50,190 – –
QC
91
Quadrature Capital
United Kingdom
$5.92M 50,102 +50,102 New
KAS
92
Kestra Advisory Services
Texas
$5.88M 49,831 +2,760 +6%
TFA
93
Tranquilli Financial Advisor
New Jersey
$5.69M 48,189 -136 -0.3%
CWM
94
Congress Wealth Management
Massachusetts
$5.61M 47,481 -593 -1%
SCM
95
SOL Capital Management
Maryland
$5.6M 47,460 -275 -0.6%
CFGS
96
Concourse Financial Group Securities
Alabama
$5.51M 44,649 +6,456 +17%
Comerica Bank
97
Comerica Bank
Texas
$5.41M 45,837 +185 +0.4%
TF
98
Trek Financial
Arizona
$5.4M 45,755 +45,755 New
KC
99
Kinloch Capital
Virginia
$5.36M 45,367 -7,719 -15%
MFG
100
Merit Financial Group
Georgia
$5.18M 43,901 +178 +0.4%
2 3
4
5 6