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Vanguard Financials ETF
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Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$377M
2
Wells Fargo
Wells Fargo
California
$187M
3
A
Allianz
Germany
$21.7M
4
PP
Prudential plc
United Kingdom
$20M
5
AP
Advisors Preferred
Maryland
$52.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
SF
Synovus Financial
Georgia
$25.6M
5
MIS
Morningstar Investment Services
Illinois
$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
151
Novare Capital Management
North Carolina
$2.66M +$5.08K +43 +0.2%
FTS
152
Fifth Third Securities
Ohio
$2.65M +$1.63M +13,841 +161%
PWM
153
Praetorian Wealth Management
California
$2.58M +$48.3K +409 +2%
TAM
154
Tocqueville Asset Management
New York
$2.56M – – –
HI
155
Harper Investing
California
$2.53M -$407K -3,448 -14%
GWM
156
Gray Wealth Management
Maine
$2.49M +$98.5K +834 +4%
ORC
157
O'Rourke & Company
Massachusetts
$2.44M +$94.8K +803 +4%
Cerity Partners
158
Cerity Partners
New York
$2.37M +$442K +3,746 +23%
BlackRock
159
BlackRock
New York
$2.36M +$1.77M +14,969 +299%
BPA
160
Beacon Pointe Advisors
California
$2.35M +$415K +3,517 +21%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$2.34M -$293K -2,479 -11%
NAM
162
NorthCrest Asset Manangement
Minnesota
$2.31M -$3.9K -33 -0.2%
EP
163
Essential Planning
New Hampshire
$2.3M +$2.3M +19,500 New
AW
164
Avion Wealth
Texas
$2.3M -$62.3K -528 -3%
Citigroup
165
Citigroup
New York
$2.27M +$29.4K +249 +1%
USCWA
166
U.S. Capital Wealth Advisors
Texas
$2.25M +$1.99M +16,819 +755%
EFS
167
Essex Financial Services
Connecticut
$2.23M +$26.2K +222 +1%
MCM
168
MontVue Capital Management
Virginia
$2.23M – – –
HIM
169
Harbour Investment Management
Washington
$2.22M – – –
AAS
170
Ameritas Advisory Services
Nebraska
$2.19M +$41.7K +353 +2%
DADC
171
D.A. Davidson & Co
Montana
$2.19M +$100K +848 +5%
NA
172
NewEdge Advisors
Louisiana
$2.17M +$236K +2,000 +12%
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15M +$2.01K +17 +0.1%
TCA
174
Transcend Capital Advisors
New Jersey
$2.14M +$10.2K +86 +0.5%
ECA
175
Elevation Capital Advisory
Oregon
$2.14M +$1.09M +9,202 +103%
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