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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
SWM
Stapp Wealth Management
Washington
$24.1M
3
MFG
Marmo Financial Group
Tennessee
$9.13M
4
TC
TAP Consulting
Missouri
$4.44M
5
HF
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$232M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.4M
5
PCH
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOM
151
Bank of Marin
California
$1.22M -$67.4K -865 -5%
DWT
152
Dorsey & Whitney Trust
South Dakota
$1.22M – – –
Barclays
153
Barclays
United Kingdom
$1.16M – – –
EFS
154
Essex Financial Services
Connecticut
$1.16M -$25K -321 -2%
WWM
155
Western Wealth Management
Colorado
$1.15M -$114K -1,467 -9%
FTS
156
Fifth Third Securities
Ohio
$1.15M +$260K +3,337 +29%
TNAM
157
Terra Nova Asset Management
New York
$1.13M +$1.13M +14,545 New
GT
158
Glenmede Trust
Pennsylvania
$1.13M -$1.03M -13,212 -48%
OC
159
Oppenheimer & Co
New York
$1.13M -$88.6K -1,137 -7%
PA
160
Parallel Advisors
California
$1.12M +$839K +10,772 +299%
BCM
161
Basso Capital Management
Connecticut
$1.11M -$319K -4,100 -22%
SPIA
162
Steward Partners Investment Advisory
New York
$1.1M -$37.8K -485 -3%
CAM
163
Cresset Asset Management
Illinois
$1.09M +$60.4K +775 +6%
EAM
164
Evanson Asset Management
California
$1.08M +$78 +1 +0%
NAM
165
NorthCrest Asset Manangement
Minnesota
$1.08M -$7.79K -100 -0.7%
MWM
166
Mission Wealth Management
California
$1.08M +$212K +2,717 +24%
UCFA
167
United Capital Financial Advisors
Texas
$1.07M -$346K -4,440 -24%
EW
168
Evoke Wealth
California
$1.06M – – –
RWA
169
Rainsberger Wealth Advisors
Colorado
$1.05M +$244K +3,132 +30%
KF
170
Krilogy Financial
Missouri
$1.05M -$29.8K -383 -3%
Kovitz Investment Group Partners
171
Kovitz Investment Group Partners
Illinois
$1.02M – – –
FIA
172
Foundations Investment Advisors
Arizona
$984K +$984K +12,637 New
MFG
173
Magnus Financial Group
New York
$977K -$24.6K -316 -2%
Neuberger Berman Group
174
Neuberger Berman Group
New York
$972K +$51.8K +665 +6%
HNB
175
Huntington National Bank
Ohio
$971K -$1.01M – –
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