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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$40M
4
EWG
Executive Wealth Group
Washington
$31.6M
5
PCH
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
Morgan Stanley
New York
$279M
3
UBS Group
UBS Group
Switzerland
$0
4
AP
Advisors Preferred
Maryland
$29.1K
5
MIS
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWP
126
LMG Wealth Partners
Louisiana
$2.69M +$320K +3,122 +13%
NCM
127
Novare Capital Management
North Carolina
$2.57M -$76.3K -745 -3%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$2.56M -$37.7K -368 -1%
SCA
129
Snowden Capital Advisors
New York
$2.56M +$32.4K +316 +1%
TLP
130
Trinity Legacy Partners
Texas
$2.52M +$2.05M +20,004 +437%
AW
131
Avion Wealth
Texas
$2.34M -$97.9K -956 -4%
JF
132
Joule Financial
Kentucky
$2.31M -$187K -1,823 -7%
PWM
133
Praetorian Wealth Management
California
$2.23M +$464K +4,535 +26%
TAM
134
Tocqueville Asset Management
New York
$2.22M – – –
LFAS
135
Level Four Advisory Services
Texas
$2.21M – – –
TRCT
136
Tower Research Capital (TRC)
New York
$2.21M +$2.14M +20,868 +3,038%
KAS
137
Kestra Advisory Services
Texas
$2.19M +$240K +2,348 +12%
OC
138
Oppenheimer & Co
New York
$2.18M +$131K +1,278 +6%
Macquarie Group
139
Macquarie Group
Australia
$2.18M -$198K -1,932 -8%
IOOF
140
Independent Order of Foresters
Ontario, Canada
$2.17M -$198K -1,932 -8%
TCA
141
Transcend Capital Advisors
New Jersey
$2.15M -$49.5K -483 -2%
EH
142
Equitable Holdings
New York
$2.14M -$736K -7,186 -26%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$2.1M -$700K -6,824 -25%
GWM
144
Gray Wealth Management
Maine
$2.06M -$717 -7 -0%
TI
145
Tidal Investments
Wisconsin
$1.98M +$99.5K +972 +5%
BPA
146
Beacon Pointe Advisors
California
$1.98M -$593K -5,787 -23%
NAM
147
NorthCrest Asset Manangement
Minnesota
$1.96M -$61.6K -602 -3%
AGC
148
Aspen Grove Capital
Colorado
$1.96M +$7.68K +75 +0.4%
HIM
149
Harbour Investment Management
Washington
$1.95M -$12.8K -125 -0.7%
PCIA
150
Prime Capital Investment Advisors
Kansas
$1.94M -$106K -1,035 -5%
4 5
6
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