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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
151
Advisory Services Network
Georgia
$1.85M -$179K -1,745 -9%
WA
152
Waverly Advisors
Alabama
$1.84M +$1.62M +15,778 +727%
ORC
153
O'Rourke & Company
Massachusetts
$1.82M +$87.7K +856 +5%
RMAM
154
Raab & Moskowitz Asset Management
New Jersey
$1.81M +$13.5K +132 +0.8%
WAM
155
Weiss Asset Management
Massachusetts
$1.8M +$1.8M +17,585 New
Citigroup
156
Citigroup
New York
$1.8M +$80.9K +790 +5%
CFGS
157
Concourse Financial Group Securities
Alabama
$1.77M +$19.6K +191 +1%
TNAM
158
Terra Nova Asset Management
New York
$1.77M +$31.2K +305 +2%
GAM
159
Garrison Asset Management
Arkansas
$1.77M -$41.3K -403 -2%
BFG
160
Bleakley Financial Group
New Jersey
$1.75M +$742K +7,245 +74%
SW
161
Simplicity Wealth
New Jersey
$1.75M +$1.75M +17,096 New
DADC
162
D.A. Davidson & Co
Montana
$1.71M -$14K -137 -0.8%
Charles Schwab
163
Charles Schwab
California
$1.69M -$526K -5,142 -24%
FT
164
Fiduciary Trust
Massachusetts
$1.67M -$19.5K -190 -1%
NA
165
NewEdge Advisors
Louisiana
$1.64M +$279K +2,728 +21%
FFN
166
Focus Financial Network
Minnesota
$1.62M +$207K +2,149 +15%
MCM
167
MontVue Capital Management
Virginia
$1.61M +$330K +3,222 +26%
AAS
168
Ameritas Advisory Services
Nebraska
$1.56M -$11.4M -111,914 -88%
PA
169
Parallel Advisors
California
$1.56M +$52.9K +517 +4%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.55M -$3.48K -34 -0.2%
AF
171
Apexium Financial
Texas
$1.51M +$431K +4,214 +40%
LWM
172
Laidlaw Wealth Management
New York
$1.51M -$208K -2,033 -12%
KCM
173
Kennicott Capital Management
California
$1.49M -$2.77K -27 -0.2%
GT
174
Glenmede Trust
Pennsylvania
$1.47M -$41.7K -407 -3%
RFM
175
Royal Fund Management
Florida
$1.46M +$124K +1,209 +9%
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7
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