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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$502M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
3
Advisors Preferred
Maryland
$59.5M
4
MIS
4
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$1.09M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
5
Wells Fargo
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
FRA
101
Frank Rimerman Advisors
California
$3.43M 37,215 +857 +2%
CWM
102
Congress Wealth Management
Massachusetts
$3.4M 36,904 +34,034 +1,186%
NAMP
103
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$3.39M 36,791 -1,450 -4%
ZIG
104
Zurich Insurance Group
Switzerland
$3.27M 35,732 -8,383 -19%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$3.2M 34,726 +34,726 New
AIM
106
Anchor Investment Management
South Carolina
$3.18M 34,458 -1,034 -3%
Jane Street
107
Jane Street
New York
$3.1M 33,635 -22,921 -41%
MGIA
108
Matthew Goff Investment Advisor
Texas
$3.1M 33,563 -536 -2%
BCA
109
Bray Capital Advisors
Florida
$3.07M 33,245 – –
LIWM
110
Long Island Wealth Management
New York
$3.02M 32,769 +32,769 New
RWG
111
Ratio Wealth Group
Colorado
$2.98M 32,259 -70,320 -69%
FIA
112
Foundations Investment Advisors
Arizona
$2.96M 31,516 +1,792 +6%
CSB
113
City State Bank
Iowa
$2.74M 29,643 -784 -3%
SWM
114
Stapp Wealth Management
Washington
$2.73M 29,609 -4,917 -14%
Northern Trust
115
Northern Trust
Illinois
$2.71M 29,370 +1,140 +4%
GIA
116
Gladstone Institutional Advisory
Florida
$2.7M 29,306 -87 -0.3%
FFC
117
First Financial Corp
Indiana
$2.61M 28,289 -430 -1%
EH
118
Equitable Holdings
New York
$2.59M 28,048 -4,481 -14%
BF
119
BOK Financial
Oklahoma
$2.56M 27,703 -390 -1%
ETC
120
Exchange Traded Concepts
Oklahoma
$2.54M 27,525 -30,682 -53%
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$2.52M 27,298 -5,311 -16%
Millennium Management
122
Millennium Management
New York
$2.51M 27,247 +20,935 +332%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$2.5M 27,085 -227 -0.8%
ACM
124
Advisors Capital Management
New Jersey
$2.43M 26,386 +1,153 +5%
NCM
125
Novare Capital Management
North Carolina
$2.38M 25,815 -743 -3%
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5
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