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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.92B
2
SWM
Stapp Wealth Management
Washington
$24.1M
3
MFG
Marmo Financial Group
Tennessee
$9.13M
4
TC
TAP Consulting
Missouri
$4.44M
5
HF
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$232M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$28.4M
5
PCH
PGIM Custom Harvest
New Jersey
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
Wealth Alliance
New York
$965K +$935 +12 +0.1%
CIA
177
Cladis Investment Advisory
Montana
$960K +$216K +2,775 +29%
TLP
178
Trinity Legacy Partners
Texas
$942K +$37.5K +482 +4%
MA
179
MAS Advisors
Florida
$940K +$51.2K +657 +6%
EWA
180
Evolution Wealth Advisors
Florida
$938K – – –
PWAC
181
Private Wealth Advisors (California)
California
$931K +$701 +9 +0.1%
SVWAG
182
Sound View Wealth Advisors Group
Georgia
$931K +$335K +4,298 +56%
NA
183
NewEdge Advisors
Louisiana
$930K -$170K -2,212 -15%
PWG
184
Private Wealth Group
Florida
$910K -$463K -5,947 -34%
PWP
185
Principle Wealth Partners
Connecticut
$890K -$1.26M -16,151 -59%
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$887K -$2.8K -36 -0.3%
FPB
187
First PREMIER Bank
South Dakota
$877K -$12.1K -155 -1%
Prudential Financial
188
Prudential Financial
New Jersey
$874K -$2.14M -27,341 -71%
ASN
189
Advisory Services Network
Georgia
$874K +$44.6K +572 +5%
AF
190
Apexium Financial
Texas
$869K -$61.1K -785 -7%
CSPIA
191
Cary Street Partners Investment Advisory
Virginia
$848K -$25.9K -332 -3%
SWA
192
Stratos Wealth Advisors
Ohio
$836K -$35.1K -451 -4%
BEAM
193
Baker Ellis Asset Management
Washington
$823K -$179K -2,300 -18%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$821K +$715K +9,177 +673%
B
195
Bailard
California
$819K -$77K -988 -9%
IFWM
196
Institute for Wealth Management
Colorado
$817K +$576K +7,399 +239%
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$805K +$50.2K +645 +7%
DI
198
DAGCO Inc
Ohio
$805K -$304K -3,908 -27%
LWM
199
Liberty Wealth Management
California
$783K +$783K +10,050 New
WMA
200
Wealth Management Associates
New Jersey
$782K -$11.7K -150 -1%
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