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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
2
Morgan Stanley
Morgan Stanley
New York
$367M
3
MW
Marks Wealth
Maryland
$35.3M
4
Ameriprise
Ameriprise
Minnesota
$280M
5
Wells Fargo
Wells Fargo
California
$297M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
Citigroup
Citigroup
New York
$2.17M
3
ETC
Exchange Traded Concepts
Oklahoma
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
MIM
Morningstar Investment Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
151
Praetorian Wealth Management
California
$1.97M +$27.1K +281 +1%
SC
152
Sierra Capital
Florida
$1.96M +$386 +4 +0%
SPIA
153
Steward Partners Investment Advisory
New York
$1.95M +$753K +7,793 +63%
BJL
154
Brighton Jones LLC
Washington
$1.93M +$1.17M +12,113 +153%
PPWM
155
PFG Private Wealth Management
Florida
$1.91M +$1.91M +19,775 New
APA
156
American Portfolios Advisors
New York
$1.87M +$476K +4,932 +34%
GAM
157
Garrison Asset Management
Arkansas
$1.83M -$9.56K -99 -0.5%
OC
158
Oppenheimer & Co
New York
$1.81M -$70.1K -726 -4%
KF
159
Krilogy Financial
Missouri
$1.81M +$1.45K +15 +0.1%
UB
160
UMB Bank
Missouri
$1.79M +$1.79M +18,480 New
SI
161
Stephens Inc
Arkansas
$1.78M -$80.6K -835 -4%
JSL
162
JT Stratford LLC
Georgia
$1.67M +$20.6K +213 +1%
SWP
163
Stratos Wealth Partners
Ohio
$1.66M +$45.9K +475 +3%
SCA
164
Snowden Capital Advisors
New York
$1.66M +$41.9K +434 +3%
JHP
165
James Hambro & Partners
United Kingdom
$1.65M +$259K +2,686 +19%
WI
166
Wintrust Investments
Illinois
$1.65M +$29.7K +307 +2%
RWIA
167
Roger Wittlin Investment Advisory
California
$1.61M +$1.61M +16,685 New
PWG
168
Private Wealth Group
Florida
$1.61M -$312K -3,236 -16%
ACM
169
Advisors Capital Management
New Jersey
$1.6M +$74.6K +773 +5%
JWCA
170
J.W. Cole Advisors
Florida
$1.6M +$1.6M +16,548 New
DI
171
DAGCO Inc
Ohio
$1.59M +$24.6K +255 +2%
CF
172
Centaurus Financial
California
$1.59M -$2.41K -25 -0.2%
ORC
173
O'Rourke & Company
Massachusetts
$1.5M +$1.5M +15,527 New
UCFA
174
United Capital Financial Advisors
Texas
$1.49M +$186K +1,929 +14%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$1.49M -$56.7K -587 -4%
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