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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
3
SFM
Soros Fund Management
New York
$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$35.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.3M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
Wells Fargo
California
$140M
3
Bank of America
Bank of America
North Carolina
$1.99B
4
MMEA
Main Management ETF Advisors
California
$0
5
BFG
Bouchey Financial Group
New York
$373K
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
176
NorthCrest Asset Manangement
Minnesota
$1.16M +$93.6K +1,131 +9%
EAM
177
Evanson Asset Management
California
$1.15M +$248 +3 +0%
DI
178
DAGCO Inc
Ohio
$1.15M -$140K -1,734 -11%
KF
179
Krilogy Financial
Missouri
$1.14M -$8.94K -108 -0.8%
EW
180
Evoke Wealth
California
$1.13M -$179K -2,168 -14%
BFG
181
Bleakley Financial Group
New Jersey
$1.11M +$1.11M +13,363 New
TF
182
TIAA FSB
Florida
$1.09M -$51.5K -623 -5%
ISL
183
Ingalls & Snyder LLC
New York
$1.08M +$6.62K +80 +0.6%
Kovitz Investment Group Partners
184
Kovitz Investment Group Partners
Illinois
$1.08M +$17K +206 +2%
BEAM
185
Baker Ellis Asset Management
Washington
$1.06M – – –
MFG
186
Magnus Financial Group
New York
$1.06M +$589K +7,119 +124%
PCIA
187
Prime Capital Investment Advisors
Kansas
$1.05M +$78.6K +950 +8%
QIM
188
Quantitative Investment Management
Virginia
$1.04M +$1.04M +12,625 New
CA
189
Cetera Advisors
Colorado
$1.03M +$494K +5,975 +93%
WA
190
Wealth Alliance
New York
$1.02M +$8.03K +97 +0.8%
HI
191
Harper Investing
California
$1.02M -$1.33M -16,024 -57%
HNB
192
Huntington National Bank
Ohio
$1.01M -$952K – –
EWA
193
Evolution Wealth Advisors
Florida
$996K +$18.6K +225 +2%
PWAC
194
Private Wealth Advisors (California)
California
$988K +$10.8K +130 +1%
AF
195
Apexium Financial
Texas
$988K +$151K +1,828 +18%
Neuberger Berman Group
196
Neuberger Berman Group
New York
$977K – – –
TLP
197
Trinity Legacy Partners
Texas
$960K +$13.9K +168 +1%
B
198
Bailard
California
$951K -$480K -5,803 -34%
Wealthfront Advisers
199
Wealthfront Advisers
California
$951K +$237K +2,860 +33%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$945K -$803K -9,709 -46%
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