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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
HFRG
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
4
CA
Calton & Associates
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$1.54M +$872K +10,858 +131%
AGC
152
Aspen Grove Capital
Colorado
$1.53M -$7.44K -92 -0.5%
LWM
153
Laidlaw Wealth Management
New York
$1.47M -$60K -747 -4%
Citigroup
154
Citigroup
New York
$1.46M -$169K -2,110 -10%
GAM
155
Garrison Asset Management
Arkansas
$1.44M -$15.7K -195 -1%
RPGK
156
Retirement Planning Group (Kansas)
Kansas
$1.44M +$19.8K +246 +1%
IWM
157
IHT Wealth Management
Illinois
$1.43M -$61.2K -762 -4%
RMAM
158
Raab & Moskowitz Asset Management
New Jersey
$1.38M -$884 -11 -0.1%
ITB
159
Idaho Trust Bank
Idaho
$1.38M -$277K -3,447 -17%
FT
160
Fiduciary Trust
Massachusetts
$1.37M – – –
DADC
161
D.A. Davidson & Co
Montana
$1.37M +$48K +598 +4%
ORC
162
O'Rourke & Company
Massachusetts
$1.34M +$30.9K +385 +2%
KCM
163
Kennicott Capital Management
California
$1.34M -$3.46M -43,097 -72%
EW
164
Evoke Wealth
California
$1.23M +$125K +1,545 +11%
TNAM
165
Terra Nova Asset Management
New York
$1.22M – – –
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.22M +$45.9K +572 +4%
BOM
167
Bank of Marin
California
$1.22M -$57.8K -719 -5%
PA
168
Parallel Advisors
California
$1.22M +$7.07K +88 +0.6%
PVI
169
Pine Valley Investments
New Jersey
$1.18M +$1.18M +14,622 New
KWM
170
Keebeck Wealth Management
Illinois
$1.15M -$4.36M -53,980 -79%
RWA
171
Rainsberger Wealth Advisors
Colorado
$1.14M +$36.2K +451 +3%
FFN
172
Focus Financial Network
Minnesota
$1.14M +$85.5K +1,058 +8%
KA
173
Kovack Advisors
Florida
$1.14M +$73.3K +912 +7%
SG
174
Sharper & Granite
California
$1.13M -$81.1K -1,010 -7%
EAM
175
Evanson Asset Management
California
$1.12M +$80 +1 +0%
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7
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