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Vanguard Financials ETF
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Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$377M
2
Wells Fargo
2
Wells Fargo
California
$187M
3
A
3
Allianz
Germany
$21.7M
4
PP
4
Prudential plc
United Kingdom
$20M
5
AP
5
Advisors Preferred
Maryland
$52.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
2
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
SF
4
Synovus Financial
Georgia
$25.6M
5
MIS
5
Morningstar Investment Services
Illinois
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$5.13M 43,418 +5 +0%
AI
102
Atria Investments
North Carolina
$5.02M 42,486 +1,662 +4%
JIC
103
Johnson Investment Counsel
Ohio
$4.84M 41,021 +1,193 +3%
IWC
104
Integrated Wealth Concepts
Massachusetts
$4.8M 40,646 +1,022 +3%
FRA
105
Frank Rimerman Advisors
California
$4.78M 40,442 +3,042 +8%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$4.77M 40,434 +4,432 +12%
LWP
107
LMG Wealth Partners
Louisiana
$4.76M 40,312 +775 +2%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$4.68M 39,599 -11,197 -22%
MM
109
Main Management
California
$4.65M 39,353 – –
Pathstone Holdings
110
Pathstone Holdings
New Jersey
$4.56M 38,454 +3,750 +11%
IWM
111
IHT Wealth Management
Illinois
$4.54M 38,415 +11,784 +44%
NAMP
112
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.38M 37,101 +125 +0.3%
BPAMU
113
BTG Pactual Asset Management US
New York
$4.21M 44,085 -3,191 -7%
CWG
114
Crown Wealth Group
North Carolina
$4.2M 35,557 +35,557 New
MGIA
115
Matthew Goff Investment Advisor
Texas
$4.19M 35,528 +3,337 +10%
WEG
116
World Equity Group
Illinois
$4.12M 34,882 +34,882 New
MIS
117
Morningstar Investment Services
Illinois
$4.07M 34,449 -209,350 -86%
A
118
Argentarii
Ohio
$4.04M 34,197 +34,197 New
NYLIM
119
New York Life Investment Management
New York
$4.01M 33,928 +5,398 +19%
NFTC
120
North Forty Two & Co
Oregon
$3.91M 33,097 +33,097 New
AIM
121
Anchor Investment Management
South Carolina
$3.9M 33,001 -893 -3%
MCM
122
MAI Capital Management
Ohio
$3.8M 32,189 +23,462 +269%
PNC
123
Park National Corp
Ohio
$3.76M 31,831 -1,497 -4%
RFM
124
Royal Fund Management
Florida
$3.67M 30,816 +1,982 +7%
CIA
125
Concurrent Investment Advisors
Florida
$3.65M 30,905 -1,656 -5%
3 4
5
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