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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$1.75M -$117K -1,267 -6%
TI
152
Tidal Investments
Wisconsin
$1.7M +$954K +10,337 +128%
GAM
153
Garrison Asset Management
Arkansas
$1.63M -$22.9K -248 -1%
RMAM
154
Raab & Moskowitz Asset Management
New Jersey
$1.62M +$31.9K +346 +2%
PWM
155
Praetorian Wealth Management
California
$1.59M -$292K -3,167 -16%
CFGS
156
Concourse Financial Group Securities
Alabama
$1.58M +$501K +5,431 +46%
TNAM
157
Terra Nova Asset Management
New York
$1.57M +$177K +1,916 +13%
ORC
158
O'Rourke & Company
Massachusetts
$1.56M +$21.2K +230 +1%
DADC
159
D.A. Davidson & Co
Montana
$1.56M -$11.4K -124 -0.7%
Citigroup
160
Citigroup
New York
$1.55M -$134K -1,450 -8%
LWM
161
Laidlaw Wealth Management
New York
$1.55M -$143K -1,545 -8%
FT
162
Fiduciary Trust
Massachusetts
$1.52M -$54.7K -593 -3%
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$1.47M +$320K +3,467 +28%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.4M -$8.12K -88 -0.6%
NPFS
165
Novak & Powell Financial Services
Florida
$1.39M +$1.39M +15,025 New
GT
166
Glenmede Trust
Pennsylvania
$1.36M +$92.1K +998 +7%
FFN
167
Focus Financial Network
Minnesota
$1.36M +$56.8K +616 +4%
PA
168
Parallel Advisors
California
$1.35M -$42.5K -461 -3%
WDC
169
Woodward Diversified Capital
California
$1.35M +$426K +4,620 +46%
ARC
170
Advisor Resource Council
Texas
$1.35M +$1.35M +14,621 New
RWA
171
Rainsberger Wealth Advisors
Colorado
$1.35M +$36.8K +399 +3%
BBA
172
BLB&B Advisors
Pennsylvania
$1.34M +$656K +7,115 +96%
KCM
173
Kennicott Capital Management
California
$1.34M -$196K -2,120 -13%
KWM
174
Keebeck Wealth Management
Illinois
$1.32M -$1.85K -20 -0.1%
CIA
175
Cladis Investment Advisory
Montana
$1.29M +$12.9K +140 +1%
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