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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
5
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.95B
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.9M
4
CA
4
Calton & Associates
Florida
$0
5
KWM
5
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
126
Beacon Pointe Advisors
California
$2.12M +$317K +3,952 +18%
Financial Engines Advisors
127
Financial Engines Advisors
California
$2.11M -$500K -6,182 -19%
ACM
128
Advisors Capital Management
New Jersey
$2.03M +$395K +4,915 +24%
JF
129
Joule Financial
Kentucky
$2.02M +$86.1K +1,065 +4%
AW
130
Avion Wealth
Texas
$2M -$449K -5,589 -18%
CA
131
Cetera Advisors
Colorado
$1.88M +$1.35M +16,863 +260%
IOOF
132
Independent Order of Foresters
Ontario, Canada
$1.86M – – –
Macquarie Group
133
Macquarie Group
Australia
$1.86M – – –
HF
134
HRT Financial
New York
$1.86M -$2.14M -26,603 -53%
SCA
135
Snowden Capital Advisors
New York
$1.85M -$148K -1,845 -7%
GWM
136
Gray Wealth Management
Maine
$1.8M +$9.4K +117 +0.5%
CA
137
Clearstead Advisors
Ohio
$1.79M +$843K +10,495 +89%
TAM
138
Tocqueville Asset Management
New York
$1.74M – – –
PCIA
139
Prime Capital Investment Advisors
Kansas
$1.72M +$1.22M +15,204 +243%
ASN
140
Advisory Services Network
Georgia
$1.7M -$50.1K -624 -3%
CPRC
141
Consolidated Portfolio Review Corp
New York
$1.69M -$78.4K -976 -4%
TCA
142
Transcend Capital Advisors
New Jersey
$1.69M +$4.26K +53 +0.3%
TRCT
143
Tower Research Capital (TRC)
New York
$1.65M +$157K +1,949 +10%
LWP
144
LMG Wealth Partners
Louisiana
$1.64M +$775K +9,653 +89%
PWM
145
Praetorian Wealth Management
California
$1.64M -$202K -2,512 -11%
RSWM
146
Robertson Stephens Wealth Management
California
$1.63M -$107K -1,327 -6%
KAS
147
Kestra Advisory Services
Texas
$1.63M -$211K -2,622 -11%
HIM
148
Harbour Investment Management
Washington
$1.55M -$10.5K -130 -0.7%
NAM
149
NorthCrest Asset Manangement
Minnesota
$1.55M +$77.6K +966 +5%
OC
150
Oppenheimer & Co
New York
$1.55M +$225K +2,800 +17%
4 5
6
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