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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
126
Praetorian Wealth Management
California
$1.86M +$24.5K +302 +1%
KAS
127
Kestra Advisory Services
Texas
$1.86M -$183K -2,248 -9%
DF
128
Dunhill Financial
United Kingdom
$1.86M +$1.86M +22,727 New
CWM
129
Congress Wealth Management
Massachusetts
$1.84M -$1.9M -23,386 -51%
BPA
130
Beacon Pointe Advisors
California
$1.83M -$127K -1,563 -6%
GWM
131
Gray Wealth Management
Maine
$1.81M -$87.7K -1,079 -5%
CPRC
132
Consolidated Portfolio Review Corp
New York
$1.79M -$337K -4,148 -16%
FIA
133
Foundations Investment Advisors
Arizona
$1.79M +$763K +9,391 +74%
ASN
134
Advisory Services Network
Georgia
$1.77M +$857K +10,543 +94%
TAM
135
Tocqueville Asset Management
New York
$1.76M – – –
RSWM
136
Robertson Stephens Wealth Management
California
$1.76M -$192K -2,352 -10%
TCA
137
Transcend Capital Advisors
New Jersey
$1.7M +$19.9K +245 +1%
ITB
138
Idaho Trust Bank
Idaho
$1.68M +$1.68M +20,676 New
Citigroup
139
Citigroup
New York
$1.65M -$301K -3,707 -15%
ACM
140
Advisors Capital Management
New Jersey
$1.65M +$268K +3,303 +19%
KCM
141
Kennicott Capital Management
California
$1.62M +$1.08M +40,046 +203%
HIM
142
Harbour Investment Management
Washington
$1.58M -$211K -2,580 -12%
AGC
143
Aspen Grove Capital
Colorado
$1.55M +$408 +5 +0%
LWM
144
Laidlaw Wealth Management
New York
$1.55M -$50.2K -618 -3%
TRCT
145
Tower Research Capital (TRC)
New York
$1.51M -$1.65M -20,273 -52%
IWM
146
IHT Wealth Management
Illinois
$1.51M -$659K -8,117 -30%
NAM
147
NorthCrest Asset Manangement
Minnesota
$1.49M +$363K +4,463 +32%
GAM
148
Garrison Asset Management
Arkansas
$1.47M -$18.1K -223 -1%
CS
149
Comerica Securities
Michigan
$1.46M -$427K -5,232 -23%
RPGK
150
Retirement Planning Group (Kansas)
Kansas
$1.43M +$730K +8,987 +104%
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