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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
3
SFM
Soros Fund Management
New York
$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$35.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
Wells Fargo
California
$140M
3
Bank of America
Bank of America
North Carolina
$1.99B
4
MMEA
Main Management ETF Advisors
California
$0
5
BFG
Bouchey Financial Group
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
151
Tranquilli Financial Advisor
New Jersey
$1.47M +$1.47M +17,711 New
PWG
152
Private Wealth Group
Florida
$1.46M – – –
AGC
153
Aspen Grove Capital
Colorado
$1.46M +$1.46M +17,619 New
ACM
154
Advisors Capital Management
New Jersey
$1.46M -$52.2K -631 -3%
WI
155
Wintrust Investments
Illinois
$1.43M +$66.4K +803 +5%
PWMG
156
Pinnacle Wealth Management Group
Michigan
$1.41M +$1.57K +19 +0.1%
AW
157
Avion Wealth
Texas
$1.4M – – –
FRA
158
Frank Rimerman Advisors
California
$1.4M -$182K -2,199 -12%
RMAM
159
Raab & Moskowitz Asset Management
New Jersey
$1.39M -$2.98K -36 -0.2%
WM
160
Whitford Management
New York
$1.38M +$1.38M +16,715 New
BOM
161
Bank of Marin
California
$1.37M +$62.7K +758 +5%
DADC
162
D.A. Davidson & Co
Montana
$1.37M +$4.8K +58 +0.4%
CCA
163
Checchi Capital Advisers
California
$1.35M +$172K +2,080 +15%
WWM
164
Western Wealth Management
Colorado
$1.35M -$884K -10,683 -40%
ORC
165
O'Rourke & Company
Massachusetts
$1.32M +$34.4K +416 +3%
AAS
166
Ameritas Advisory Services
Nebraska
$1.32M +$460K +5,557 +53%
KC
167
Kinloch Capital
Virginia
$1.31M +$219K +2,642 +20%
OC
168
Oppenheimer & Co
New York
$1.29M -$4.47K -54 -0.3%
DWT
169
Dorsey & Whitney Trust
South Dakota
$1.29M +$228K +2,750 +21%
HCWM
170
Harrison & Co Wealth Management
Virginia
$1.28M +$240K +2,907 +23%
EFS
171
Essex Financial Services
Connecticut
$1.25M -$18.4K -222 -1%
Barclays
172
Barclays
United Kingdom
$1.23M – – –
SPIA
173
Steward Partners Investment Advisory
New York
$1.21M -$2.87M -34,738 -70%
Cerity Partners
174
Cerity Partners
New York
$1.17M +$1.17M +14,098 New
WDC
175
Woodward Diversified Capital
California
$1.16M +$1.16M +14,014 New
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