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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
101
Frank Rimerman Advisors
California
$3.81M -$102 -1 -0%
PNC
102
Park National Corp
Ohio
$3.75M -$255K -2,486 -6%
FTUS
103
Flow Traders U.S.
New York
$3.71M +$3.28M +32,020 +760%
BSG
104
Black Swift Group
Colorado
$3.68M +$3.68M +35,933 New
ZIG
105
Zurich Insurance Group
Switzerland
$3.62M – – –
Pathstone Holdings
106
Pathstone Holdings
New Jersey
$3.59M +$34.7K +339 +1%
AIM
107
Anchor Investment Management
South Carolina
$3.5M -$30K -293 -0.9%
BCA
108
Bray Capital Advisors
Florida
$3.39M -$15.5K -151 -0.5%
LIWM
109
Long Island Wealth Management
New York
$3.33M -$23.3K -228 -0.7%
MGIA
110
Matthew Goff Investment Advisor
Texas
$3.33M -$111K -1,087 -3%
GS
111
GTS Securities
New York
$3.32M +$3.32M +32,433 New
FIA
112
Foundations Investment Advisors
Arizona
$3.27M +$44.1K +431 +1%
RWG
113
Ratio Wealth Group
Colorado
$3.25M -$54K -527 -2%
QWM
114
Quaker Wealth Management
New Jersey
$3.21M +$3.21M +31,376 New
CSB
115
City State Bank
Iowa
$2.99M -$43.8K -428 -1%
SWM
116
Stapp Wealth Management
Washington
$2.98M -$51.9K -507 -2%
GIA
117
Gladstone Institutional Advisory
Florida
$2.91M -$92.2K -900 -3%
RSWM
118
Robertson Stephens Wealth Management
California
$2.88M +$843K +8,231 +41%
PAG
119
Private Advisor Group
New Jersey
$2.86M +$267K +2,603 +10%
Northern Trust
120
Northern Trust
Illinois
$2.82M -$188K -1,835 -6%
BF
121
BOK Financial
Oklahoma
$2.78M -$33.4K -329 -1%
ACM
122
Advisors Capital Management
New Jersey
$2.77M +$63.3K +618 +2%
IWM
123
IHT Wealth Management
Illinois
$2.73M +$201K +1,962 +8%
FFC
124
First Financial Corp
Indiana
$2.72M -$176K -1,719 -6%
PWM
125
Penobscot Wealth Management
Maine
$2.72M -$1.29M -12,608 -32%
3 4
5
6 7