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Vanguard Financials ETF
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Overview Fund Activity

563 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-40
Holders Change %
-6.63%
% of All Funds
9.52%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
202
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.97B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.8M
3
Goldman Sachs
Goldman Sachs
New York
$23M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.5M
5
EWA
Evolution Wealth Advisors
Florida
$6.22M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.7M
2
Ameriprise
Ameriprise
Minnesota
$49.2M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.61M
4
Prudential Financial
Prudential Financial
New Jersey
$19.9M
5
Bessemer Group
Bessemer Group
New Jersey
$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCWM
176
Harrison & Co Wealth Management
Virginia
$1.08M -$10.8K -140 -1%
EAM
177
Evanson Asset Management
California
$1.07M +$77 +1 +0%
CAM
178
Cresset Asset Management
Illinois
$1.07M +$875K +11,340 +448%
FWM
179
Focused Wealth Management
New York
$1.07M +$659K +8,546 +162%
TF
180
TIAA FSB
Florida
$1.06M +$22.9K +296 +2%
AW
181
Avion Wealth
Texas
$1.06M +$629K +8,151 +148%
NAM
182
NorthCrest Asset Manangement
Minnesota
$1.05M -$1.47K -19 -0.1%
HNB
183
Huntington National Bank
Ohio
$1.03M -$1.31M – –
PWAC
184
Private Wealth Advisors (California)
California
$1.02M -$65.9K -764 -6%
BOM
185
Bank of Marin
California
$1.02M -$101K -1,310 -9%
CP
186
Camelot Portfolios
Ohio
$1.01M -$24.1K -312 -2%
BEAM
187
Baker Ellis Asset Management
Washington
$1.01M +$46.3K +600 +5%
LFAS
188
Level Four Advisory Services
Texas
$992K -$3.24K -42 -0.3%
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$992K +$5.25K +68 +0.5%
FPB
190
First PREMIER Bank
South Dakota
$990K +$40.2K +521 +4%
RG
191
Rathbones Group
United Kingdom
$962K -$92.8K -1,202 -9%
CCA
192
Checchi Capital Advisers
California
$960K +$960K +11,580 New
WA
193
Wealth Alliance
New York
$953K +$19.2K +249 +2%
RJT
194
Raymond James Trust
Florida
$950K +$130K +1,685 +16%
B
195
Bailard
California
$941K +$116K +1,508 +14%
MCM
196
Manchester Capital Management
Vermont
$938K – – –
DWT
197
Dorsey & Whitney Trust
South Dakota
$934K – – –
SIAG
198
Safeguard Investment Advisory Group
California
$902K – – –
Neuberger Berman Group
199
Neuberger Berman Group
New York
$896K -$19.1K -248 -2%
GFG
200
Greystone Financial Group
Michigan
$894K +$177K +2,296 +25%
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