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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
2
Morgan Stanley
Morgan Stanley
New York
$367M
3
MW
Marks Wealth
Maryland
$35.3M
4
Ameriprise
Ameriprise
Minnesota
$280M
5
Wells Fargo
Wells Fargo
California
$297M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
Citigroup
Citigroup
New York
$2.17M
3
ETC
Exchange Traded Concepts
Oklahoma
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
MIM
Morningstar Investment Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
176
Essex Financial Services
Connecticut
$1.48M +$144K +1,491 +11%
WDC
177
Woodward Diversified Capital
California
$1.47M +$15.5K +160 +1%
APP
178
Avantax Planning Partners
Iowa
$1.47M +$857K +8,871 +141%
GFG
179
Greystone Financial Group
Michigan
$1.46M +$467K +4,841 +47%
BOM
180
Bank of Marin
California
$1.42M -$25.3K -262 -2%
FRA
181
Frank Rimerman Advisors
California
$1.42M +$629K +6,511 +79%
EH
182
Equitable Holdings
New York
$1.41M +$174K +1,801 +14%
HCWM
183
Harrison & Co Wealth Management
Virginia
$1.41M +$1.41M +14,551 New
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$1.4M +$270K +2,795 +24%
TRCT
185
Tower Research Capital (TRC)
New York
$1.37M +$614K +6,359 +81%
William Blair & Company
186
William Blair & Company
Illinois
$1.35M +$686K +7,101 +103%
APWM
187
Atlas Private Wealth Management
New York
$1.3M +$26.4K +273 +2%
MAP
188
Milestone Advisory Partners
North Carolina
$1.29M +$449K +4,650 +53%
HNB
189
Huntington National Bank
Ohio
$1.29M -$1.24M -13,334 Closed
IFWM
190
Institute for Wealth Management
Colorado
$1.27M -$60.9K -630 -5%
EAM
191
Evanson Asset Management
California
$1.27M – – –
NAM
192
NorthCrest Asset Manangement
Minnesota
$1.27M +$1.27M +13,098 New
BEAM
193
Baker Ellis Asset Management
Washington
$1.2M – – –
CP
194
Camelot Portfolios
Ohio
$1.2M +$1.2M +12,462 New
CL
195
CPWM LLC
Washington
$1.2M +$1.2M +12,964 New
LFAS
196
Level Four Advisory Services
Texas
$1.19M +$1.19M +12,339 New
MCM
197
MAI Capital Management
Ohio
$1.19M +$319K +3,308 +37%
RG
198
Rathbones Group
United Kingdom
$1.19M +$1.19M +12,303 New
PWAC
199
Private Wealth Advisors (California)
California
$1.18M -$2.61K -27 -0.2%
MCM
200
Manchester Capital Management
Vermont
$1.17M +$421K +4,356 +56%
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