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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
176
Oppenheimer & Co
New York
$1.51M -$241K -2,577 -14%
ORC
177
O'Rourke & Company
Massachusetts
$1.5M +$53K +568 +4%
UB
178
UMB Bank
Missouri
$1.49M -$238K -2,546 -14%
UCFA
179
United Capital Financial Advisors
Texas
$1.48M +$44.7K +479 +3%
EW
180
Evoke Wealth
California
$1.47M +$804K +8,607 +120%
WI
181
Wintrust Investments
Illinois
$1.47M -$120K -1,283 -8%
PWMG
182
Pinnacle Wealth Management Group
Michigan
$1.45M +$1.45M +15,536 New
EFS
183
Essex Financial Services
Connecticut
$1.45M +$19.7K +211 +1%
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$1.4M +$48.7K +521 +4%
KF
185
Krilogy Financial
Missouri
$1.39M -$358K -3,832 -20%
BOM
186
Bank of Marin
California
$1.35M -$23.5K -252 -2%
PPA
187
Parametric Portfolio Associates
Washington
$1.33M +$643K +6,883 +94%
HCWM
188
Harrison & Co Wealth Management
Virginia
$1.32M -$39.7K -425 -3%
HNB
189
Huntington National Bank
Ohio
$1.31M -$1.29M – –
EAM
190
Evanson Asset Management
California
$1.3M +$75.4K +807 +6%
RG
191
Rathbones Group
United Kingdom
$1.28M +$127K +1,361 +11%
LIM
192
Leavell Investment Management
Alabama
$1.28M +$222K +2,379 +21%
APWM
193
Atlas Private Wealth Management
New York
$1.27M +$12.3K +132 +1%
IFWM
194
Institute for Wealth Management
Colorado
$1.27M +$44.4K +476 +4%
NAM
195
NorthCrest Asset Manangement
Minnesota
$1.27M +$45.1K +483 +4%
TF
196
TIAA FSB
Florida
$1.26M +$203K +2,177 +19%
CP
197
Camelot Portfolios
Ohio
$1.25M +$84.3K +903 +7%
T
198
TCWP
Ohio
$1.24M -$2.69M -28,771 -68%
CL
199
CPWM LLC
Washington
$1.21M +$2.99K +32 +0.2%
BDWCC
200
B&D White Capital Company
Texas
$1.21M -$3.11M -33,359 -72%
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