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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
3
SFM
Soros Fund Management
New York
$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$35.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
Wells Fargo
California
$140M
3
Bank of America
Bank of America
North Carolina
$1.99B
4
MMEA
Main Management ETF Advisors
California
$0
5
BFG
Bouchey Financial Group
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$2.05M -$2.17M -26,278 -52%
BPA
127
Beacon Pointe Advisors
California
$1.98M +$152K +1,832 +8%
GWM
128
Gray Wealth Management
Maine
$1.96M -$35.1K -424 -2%
SCA
129
Snowden Capital Advisors
New York
$1.95M -$13.4K -162 -0.7%
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.93M -$357K -4,320 -16%
Macquarie Group
131
Macquarie Group
Australia
$1.92M +$343K +4,144 +22%
IOOF
132
Independent Order of Foresters
Ontario, Canada
$1.92M +$343K +4,144 +22%
AWM
133
Aevitas Wealth Management
Massachusetts
$1.89M +$7.69K +93 +0.4%
AG
134
Ascent Group
Virginia
$1.89M +$1.12M +13,548 +146%
TCA
135
Transcend Capital Advisors
New Jersey
$1.86M +$116K +1,403 +7%
RSWM
136
Robertson Stephens Wealth Management
California
$1.85M +$1.05M +12,718 +133%
KCM
137
Kennicott Capital Management
California
$1.84M – – –
BJL
138
Brighton Jones LLC
Washington
$1.82M +$107K +1,299 +6%
HIM
139
Harbour Investment Management
Washington
$1.82M – – –
TAM
140
Tocqueville Asset Management
New York
$1.8M +$1.8M +21,701 New
CWMU
141
Caliber Wealth Management (Utah)
Utah
$1.73M -$895K -10,817 -34%
LFAS
142
Level Four Advisory Services
Texas
$1.7M +$577K +6,975 +52%
IWM
143
IHT Wealth Management
Illinois
$1.7M -$580K -7,014 -26%
PWM
144
Praetorian Wealth Management
California
$1.67M +$240K +2,897 +17%
William Blair & Company
145
William Blair & Company
Illinois
$1.63M -$160K -1,929 -9%
SG
146
Sharper & Granite
California
$1.63M +$1.63M +19,692 New
BCM
147
Basso Capital Management
Connecticut
$1.52M +$1.52M +18,400 New
GAM
148
Garrison Asset Management
Arkansas
$1.52M -$28.9K -349 -2%
HHRDM
149
H&H Retirement Design & Management
Nevada
$1.51M +$30.5K +348 +2%
UCFA
150
United Capital Financial Advisors
Texas
$1.5M +$163K +1,965 +12%
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6
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