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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$88.2M
3
PCH
3
PGIM Custom Harvest
New Jersey
$103M
4
BWA
4
Bordeaux Wealth Advisors
California
$10.7M
5
TF
5
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
3
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23M
5
SWP
5
Strategic Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC
101
Park National Corp
Ohio
$3.4M 33,992 -2,597 -7%
CIA
102
Concurrent Investment Advisors
Florida
$3.38M 33,797 -4,277 -11%
AIM
103
Anchor Investment Management
South Carolina
$3.32M 33,282 -883 -3%
CFGS
104
Concourse Financial Group Securities
Alabama
$3.32M 33,067 +15,751 +91%
FIA
105
Foundations Investment Advisors
Arizona
$3.29M 32,935 +988 +3%
MGIA
106
Matthew Goff Investment Advisor
Texas
$3.24M 32,476 – –
LIWM
107
Long Island Wealth Management
New York
$3.21M 32,154 -387 -1%
Jane Street
108
Jane Street
New York
$3.2M 31,993 +31,993 New
BCA
109
Bray Capital Advisors
Florida
$3.16M 31,603 -1,491 -5%
JF
110
Joule Financial
Kentucky
$3.12M 31,140 +8,611 +38%
GIA
111
Gladstone Institutional Advisory
Florida
$3.11M 31,182 +2,776 +10%
MML Investors Services
112
MML Investors Services
Massachusetts
$3.08M 30,816 -23,897 -44%
ACM
113
Advisors Capital Management
New Jersey
$2.9M 29,020 +2,016 +7%
CSB
114
City State Bank
Iowa
$2.87M 28,779 -436 -1%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$2.77M 27,753 +20,689 +293%
PWM
116
Penobscot Wealth Management
Maine
$2.75M 27,366 +832 +3%
PAG
117
Private Advisor Group
New Jersey
$2.75M 27,549 -373 -1%
SWM
118
Stapp Wealth Management
Washington
$2.72M 27,248 -1,854 -6%
Northern Trust
119
Northern Trust
Illinois
$2.71M 27,164 -371 -1%
BF
120
BOK Financial
Oklahoma
$2.71M 27,158 -216 -0.8%
LWP
121
LMG Wealth Partners
Louisiana
$2.68M 26,857 +555 +2%
IWM
122
IHT Wealth Management
Illinois
$2.67M 26,515 -145 -0.5%
FFC
123
First Financial Corp
Indiana
$2.63M 26,286 -284 -1%
OC
124
Oppenheimer & Co
New York
$2.55M 25,511 +4,256 +20%
SCA
125
Snowden Capital Advisors
New York
$2.49M 24,838 -116 -0.5%
3 4
5
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