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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.92B
2
SWM
2
Stapp Wealth Management
Washington
$24.1M
3
MFG
3
Marmo Financial Group
Tennessee
$9.13M
4
TC
4
TAP Consulting
Missouri
$4.44M
5
HF
5
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$232M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
3
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$28.4M
5
PCH
5
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
101
Equitable Holdings
New York
$2.48M +$21.1K +271 +0.9%
Northern Trust
102
Northern Trust
Illinois
$2.47M -$157K -2,013 -6%
CTC
103
Chai Trust Company
Illinois
$2.47M +$542K +6,958 +28%
CSB
104
City State Bank
Iowa
$2.46M -$49.4K -634 -2%
V
105
Veritable
Delaware
$2.45M – – –
IWC
106
Integrated Wealth Concepts
Massachusetts
$2.45M +$628K +8,058 +35%
TAIM
107
TD Ameritrade Investment Management
Nebraska
$2.42M +$88.7K +1,139 +4%
BF
108
BOK Financial
Oklahoma
$2.4M -$271K -3,475 -10%
MFG
109
Mainsail Financial Group
Washington
$2.37M +$72.8K +920 +3%
NCM
110
Novare Capital Management
North Carolina
$2.27M -$61.5K -790 -3%
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$2.2M +$72.1K +926 +3%
CI
112
CX Institutional
Indiana
$2.17M +$2.17M +27,930 New
GIA
113
Gladstone Institutional Advisory
Florida
$2.12M -$46.8K -601 -2%
IWM
114
IHT Wealth Management
Illinois
$2.08M +$479K +6,155 +30%
CPRC
115
Consolidated Portfolio Review Corp
New York
$2.04M +$2.04M +26,193 New
KAS
116
Kestra Advisory Services
Texas
$1.96M -$276K -3,546 -12%
Citadel Advisors
117
Citadel Advisors
Florida
$1.95M +$1.87M +23,950 +2,318%
PAG
118
Private Advisor Group
New Jersey
$1.93M -$528K -6,781 -22%
BPA
119
Beacon Pointe Advisors
California
$1.87M +$8.26K +106 +0.4%
Citigroup
120
Citigroup
New York
$1.87M -$199K -2,559 -10%
RSWM
121
Robertson Stephens Wealth Management
California
$1.86M +$121K +1,550 +7%
SCA
122
Snowden Capital Advisors
New York
$1.85M +$17.1K +219 +0.9%
NYLIM
123
New York Life Investment Management
New York
$1.84M -$1.01M -13,018 -36%
GWM
124
Gray Wealth Management
Maine
$1.82M -$26.6K -342 -1%
Macquarie Group
125
Macquarie Group
Australia
$1.81M – – –
3 4
5
6 7