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Vanguard Financials ETF

547 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 178 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

712% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $763K

61% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 36

19% more funds holding in top 10

Funds holding in top 10: 1619 (+3)

12% more capital invested

Capital invested by funds: $4.21B → $4.73B (+$525M)

3.72% more ownership

Funds ownership: 53.24%56.97% (+3.7%)

3% more funds holding

Funds holding: 532547 (+15)

2% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 181

Holders
547
Holders Change
+15
Holders Change %
+2.82%
% of All Funds
8.68%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
178
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
VU
101
Valence8 US
Massachusetts
$2.97M -$3.22M -38,539 -51%
FRA
102
Frank Rimerman Advisors
California
$2.92M -$239K -2,855 -7%
Comerica Bank
103
Comerica Bank
Texas
$2.91M +$3.03M +36,248 New
AIM
104
Anchor Investment Management
South Carolina
$2.85M -$26.7K -319 -0.9%
SWM
105
Stapp Wealth Management
Washington
$2.77M +$2.89M +34,526 New
MGIA
106
Matthew Goff Investment Advisor
Texas
$2.74M -$64.3K -769 -2%
BCA
107
Bray Capital Advisors
Florida
$2.67M -$4.18K -50 -0.2%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$2.62M +$401K +4,793 +17%
EH
109
Equitable Holdings
New York
$2.61M +$21.7K +260 +0.8%
PFO
110
Pathstone Family Office
New Jersey
$2.54M +$2.65M +31,652 New
BFG
111
Bleakley Financial Group
New Jersey
$2.51M +$2.2M +26,312 +539%
SS
112
Simplicity Solutions
Minnesota
$2.51M +$2.2M +26,312 +539%
MFG
113
Mainsail Financial Group
Washington
$2.49M +$107K +1,274 +4%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$2.48M -$638K -7,634 -20%
CSB
115
City State Bank
Iowa
$2.44M -$69.6K -833 -3%
FIA
116
Foundations Investment Advisors
Arizona
$2.39M +$643K +7,696 +35%
GIA
117
Gladstone Institutional Advisory
Florida
$2.36M +$132K +1,582 +6%
FFC
118
First Financial Corp
Indiana
$2.31M -$8.19K -98 -0.3%
DF
119
Dunhill Financial
United Kingdom
$2.29M +$472K +5,644 +25%
Northern Trust
120
Northern Trust
Illinois
$2.27M -$274K -3,277 -10%
LFAS
121
Level Four Advisory Services
Texas
$2.24M +$836 +10 +0%
Charles Schwab
122
Charles Schwab
California
$2.24M +$2.33M +27,866 New
Baird Financial Group
123
Baird Financial Group
Wisconsin
$2.19M -$1.47M -17,555 -39%
BF
124
BOK Financial
Oklahoma
$2.19M -$127K -1,522 -5%
NCM
125
Novare Capital Management
North Carolina
$2.13M -$144K -1,725 -6%