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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
151
Raab & Moskowitz Asset Management
New Jersey
$1.4M +$53.5K +658 +4%
FT
152
Fiduciary Trust
Massachusetts
$1.39M -$130K -1,600 -9%
OC
153
Oppenheimer & Co
New York
$1.34M +$160K +1,970 +14%
DADC
154
D.A. Davidson & Co
Montana
$1.33M -$4.06K -50 -0.3%
ORC
155
O'Rourke & Company
Massachusetts
$1.32M +$6.5K +80 +0.5%
BOM
156
Bank of Marin
California
$1.3M +$20.3K +250 +2%
DWT
157
Dorsey & Whitney Trust
South Dakota
$1.27M – – –
SG
158
Sharper & Granite
California
$1.23M -$133K -1,635 -10%
TNAM
159
Terra Nova Asset Management
New York
$1.22M +$43.2K +532 +4%
PA
160
Parallel Advisors
California
$1.22M +$55.5K +683 +5%
Barclays
161
Barclays
United Kingdom
$1.21M – – –
FDCDDQ
162
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M -$2.01M -24,798 -63%
WWM
163
Western Wealth Management
Colorado
$1.15M -$55.2K -680 -5%
GT
164
Glenmede Trust
Pennsylvania
$1.13M – – –
EAM
165
Evanson Asset Management
California
$1.13M – – –
RWA
166
Rainsberger Wealth Advisors
Colorado
$1.12M +$19.8K +244 +2%
EW
167
Evoke Wealth
California
$1.11M – – –
KF
168
Krilogy Financial
Missouri
$1.08M -$10.8K -133 -1%
KA
169
Kovack Advisors
Florida
$1.07M +$1.07M +13,231 New
CIA
170
Cladis Investment Advisory
Montana
$1.07M +$71.1K +875 +7%
CCA
171
Checchi Capital Advisers
California
$1.07M -$209K -2,568 -16%
FFN
172
Focus Financial Network
Minnesota
$1.06M +$784K +9,604 +281%
TLP
173
Trinity Legacy Partners
Texas
$1.05M +$64.7K +796 +7%
BCMLT
174
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05M -$510K -6,275 -33%
SPIA
175
Steward Partners Investment Advisory
New York
$1.04M -$105K -1,297 -9%
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