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Vanguard Financials ETF
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Overview Fund Activity

563 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-40
Holders Change %
-6.63%
% of All Funds
9.52%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
202
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.97B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.8M
3
Goldman Sachs
Goldman Sachs
New York
$23M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.5M
5
EWA
Evolution Wealth Advisors
Florida
$6.22M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.7M
2
Ameriprise
Ameriprise
Minnesota
$49.2M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.61M
4
Prudential Financial
Prudential Financial
New Jersey
$19.9M
5
Bessemer Group
Bessemer Group
New Jersey
$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
151
PFG Private Wealth Management
Florida
$1.47M +$33.9K +439 +2%
Macquarie Group
152
Macquarie Group
Australia
$1.47M -$225K -2,916 -13%
IOOF
153
Independent Order of Foresters
Ontario, Canada
$1.47M -$225K -2,916 -13%
GAM
154
Garrison Asset Management
Arkansas
$1.45M +$77 +1 +0%
RMAM
155
Raab & Moskowitz Asset Management
New Jersey
$1.41M -$211K -2,735 -13%
PWG
156
Private Wealth Group
Florida
$1.36M +$58.3K +755 +4%
FRA
157
Frank Rimerman Advisors
California
$1.33M -$696K -9,014 -34%
IWM
158
IHT Wealth Management
Illinois
$1.32M -$19.1K -247 -1%
DI
159
DAGCO Inc
Ohio
$1.3M +$6.94K +92 +0.5%
CI
160
CX Institutional
Indiana
$1.3M -$153K -1,976 -10%
JHP
161
James Hambro & Partners
United Kingdom
$1.28M -$13.6K -176 -1%
PWMG
162
Pinnacle Wealth Management Group
Michigan
$1.25M +$53.8K +697 +4%
UB
163
UMB Bank
Missouri
$1.23M – – –
NCM
164
Novare Capital Management
North Carolina
$1.23M +$1.23M +15,900 New
EW
165
Evoke Wealth
California
$1.22M – – –
ORC
166
O'Rourke & Company
Massachusetts
$1.22M -$27.1K -351 -2%
WI
167
Wintrust Investments
Illinois
$1.21M -$3.01K -39 -0.2%
EFS
168
Essex Financial Services
Connecticut
$1.19M -$8.34K -108 -0.7%
UCFA
169
United Capital Financial Advisors
Texas
$1.17M -$55.8K -723 -5%
DADC
170
D.A. Davidson & Co
Montana
$1.15M +$284K +3,685 +33%
Barclays
171
Barclays
United Kingdom
$1.15M +$630K +8,160 +122%
LWM
172
Laidlaw Wealth Management
New York
$1.14M +$191K +2,471 +20%
KF
173
Krilogy Financial
Missouri
$1.13M -$16.2K -210 -1%
OC
174
Oppenheimer & Co
New York
$1.12M -$128K -1,664 -10%
AI
175
Atria Investments
North Carolina
$1.11M -$5.01M -64,940 -82%
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