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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$159M
2
Citigroup
Citigroup
New York
$62M
3
AIC
Ameritas Investment Company
Nebraska
$50.7M
4
ETC
Exchange Traded Concepts
Oklahoma
$34.5M
5
AWM
AE Wealth Management
Kansas
$20.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$735M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.8M
4
MIM
Morningstar Investment Management
Illinois
$25.7M
5
VR
Viridian RIA
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFF
176
Level Four Financial
Texas
$1.14M -$31.7K -342 -3%
CIBC World Market
177
CIBC World Market
Ontario, Canada
$1.13M -$71.4K -771 -6%
CWMU
178
Caliber Wealth Management (Utah)
Utah
$1.13M +$36.9K +378 +3%
CRI
179
Colonial River Investments
Virginia
$1.13M +$1.13M +11,528 New
WA
180
Wealth Alliance
New York
$1.12M -$16.7K -180 -1%
LWM
181
Laidlaw Wealth Management
New York
$1.12M +$42K +453 +4%
LWM
182
Liberty Wealth Management
California
$1.11M +$209K +2,226 +23%
TF
183
TIAA FSB
Florida
$1.09M -$134K -1,446 -11%
CCM
184
Condor Capital Management
New Jersey
$1.09M -$163K -1,754 -13%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$1.08M +$78.5K +847 +8%
SWA
186
Stratos Wealth Advisors
Ohio
$1.08M – – –
FIA
187
Foundations Investment Advisors
Arizona
$1.07M +$1.07M +11,276 New
CG
188
Colony Group
Massachusetts
$1.06M -$41.7K -450 -4%
MWM
189
Mission Wealth Management
California
$1.04M – – –
CFA
190
Cahill Financial Advisors
Minnesota
$1.03M -$275K -2,970 -21%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$1.02M +$927 +10 +0.1%
FTUS
192
Flow Traders U.S.
New York
$1.01M -$533K -5,756 -35%
VIA
193
Vickerman Investment Advisors
Washington
$975K +$975K +10,521 New
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$974K +$221K +2,388 +29%
SFS
195
Sowell Financial Services
Arkansas
$970K +$970K +10,406 New
SL
196
SWMG LLC
Texas
$964K -$309K -3,337 -24%
MFW
197
Meristem Family Wealth
Minnesota
$958K – – –
ISL
198
Ingalls & Snyder LLC
New York
$957K -$149K -1,604 -13%
GFG
199
Greystone Financial Group
Michigan
$953K -$269K -2,897 -22%
ASN
200
Advisory Services Network
Georgia
$943K -$1.87M -20,182 -66%
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