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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$159M
2
Citigroup
Citigroup
New York
$62M
3
AIC
Ameritas Investment Company
Nebraska
$50.7M
4
ETC
Exchange Traded Concepts
Oklahoma
$34.5M
5
AWM
AE Wealth Management
Kansas
$20.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$735M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.8M
4
MIM
Morningstar Investment Management
Illinois
$25.7M
5
VR
Viridian RIA
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$1.53M +$493K +5,321 +48%
DI
152
DAGCO Inc
Ohio
$1.51M +$48.3K +522 +3%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$1.48M -$197K -2,132 -12%
ACM
154
Advisors Capital Management
New Jersey
$1.46M +$65K +701 +5%
WDC
155
Woodward Diversified Capital
California
$1.4M -$63.1K -681 -4%
BOM
156
Bank of Marin
California
$1.39M – – –
Mariner
157
Mariner
Kansas
$1.38M +$74.9K +808 +6%
Prudential Financial
158
Prudential Financial
New Jersey
$1.37M +$887K +9,552 +184%
APA
159
American Portfolios Advisors
New York
$1.34M -$1.04M -11,257 -44%
Allianz Asset Management
160
Allianz Asset Management
Germany
$1.34M -$3.76M -40,628 -74%
JHP
161
James Hambro & Partners
United Kingdom
$1.33M -$27.6K -298 -2%
EFS
162
Essex Financial Services
Connecticut
$1.28M +$117K +1,263 +10%
IFWM
163
Institute for Wealth Management
Colorado
$1.28M +$138K +1,484 +12%
Comerica Bank
164
Comerica Bank
Texas
$1.26M +$644K +6,681 +104%
UCFA
165
United Capital Financial Advisors
Texas
$1.25M +$72.3K +780 +6%
HNB
166
Huntington National Bank
Ohio
$1.24M +$5.09K +55 +0.4%
Vanguard Group
167
Vanguard Group
Pennsylvania
$1.23M -$109K -1,171 -8%
APWM
168
Atlas Private Wealth Management
New York
$1.22M +$76.7K +828 +7%
EH
169
Equitable Holdings
New York
$1.19M +$160K +1,727 +16%
BEAM
170
Baker Ellis Asset Management
Washington
$1.19M -$19.1K -200 -2%
PWAC
171
Private Wealth Advisors (California)
California
$1.18M +$4.83K +50 +0.4%
EAM
172
Evanson Asset Management
California
$1.18M – – –
QIM
173
Quantitative Investment Management
Virginia
$1.17M +$1.17M +12,589 New
Kovitz Investment Group Partners
174
Kovitz Investment Group Partners
Illinois
$1.17M -$8.53K -92 -0.7%
SPIA
175
Steward Partners Investment Advisory
New York
$1.15M +$24.6K +265 +2%
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