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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
176
Essex Financial Services
Connecticut
$1.04M -$166K -2,045 -14%
ISL
177
Ingalls & Snyder LLC
New York
$1.04M -$264K -3,250 -20%
KPWS
178
Kestra Private Wealth Services
Texas
$1.01M +$333K +4,101 +49%
UCFA
179
United Capital Financial Advisors
Texas
$1.01M -$100K -1,237 -9%
FTS
180
Fifth Third Securities
Ohio
$998K -$198K -2,440 -17%
MFG
181
Magnus Financial Group
New York
$990K -$28.4K -349 -3%
MCM
182
Manchester Capital Management
Vermont
$988K +$355K +4,364 +56%
EWA
183
Evolution Wealth Advisors
Florida
$978K – – –
PWAC
184
Private Wealth Advisors (California)
California
$968K -$3.25K -40 -0.3%
CA
185
Clearstead Advisors
Ohio
$961K +$948K +11,666 +6,903%
Neuberger Berman Group
186
Neuberger Berman Group
New York
$959K -$54K -665 -5%
WA
187
Wealth Alliance
New York
$958K -$48K -591 -5%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$937K +$12.5K +154 +1%
RWM
189
RBA Wealth Management
California
$915K +$121K +1,490 +15%
PAG
190
Private Advisory Group
Washington
$913K +$913K +11,234 New
Thrivent Financial for Lutherans
191
Thrivent Financial for Lutherans
Minnesota
$890K +$501K +6,162 +129%
AF
192
Apexium Financial
Texas
$888K -$22.9K -280 -3%
PWP
193
Principle Wealth Partners
Connecticut
$884K -$44K -542 -5%
LWP
194
LMG Wealth Partners
Louisiana
$879K +$325K +3,999 +59%
MWM
195
Mission Wealth Management
California
$876K -$249K -3,071 -22%
SWA
196
Stratos Wealth Advisors
Ohio
$871K -$1.14K -14 -0.1%
OIA
197
OneDigital Investment Advisors
Kansas
$870K +$81.6K +1,004 +10%
HNB
198
Huntington National Bank
Ohio
$865K -$971K – –
BJL
199
Brighton Jones LLC
Washington
$863K -$883K -10,867 -51%
FPB
200
First PREMIER Bank
South Dakota
$846K -$68.5K -843 -7%
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