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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
HFRG
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
4
CA
Calton & Associates
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Cladis Investment Advisory
Montana
$1.11M +$52.2K +650 +5%
GT
177
Glenmede Trust
Pennsylvania
$1.1M -$65.4K -814 -6%
WWM
178
Western Wealth Management
Colorado
$1.06M -$72K -896 -6%
EFS
179
Essex Financial Services
Connecticut
$1.06M +$34.4K +428 +3%
KF
180
Krilogy Financial
Missouri
$1.06M -$7.71K -96 -0.7%
DWT
181
Dorsey & Whitney Trust
South Dakota
$1.06M -$197K -2,450 -16%
ISL
182
Ingalls & Snyder LLC
New York
$1.06M +$32.1K +400 +3%
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.05M – – –
AAS
184
Ameritas Advisory Services
Nebraska
$1.02M +$781K +9,730 +326%
FTUS
185
Flow Traders U.S.
New York
$1.02M +$756K +9,414 +288%
KPWS
186
Kestra Private Wealth Services
Texas
$1.01M +$10.5K +131 +1%
Wealth Enhancement Advisory Services
187
Wealth Enhancement Advisory Services
Minnesota
$1M +$1M +12,505 New
MFG
188
Magnus Financial Group
New York
$985K +$5.38K +67 +0.5%
MCM
189
Manchester Capital Management
Vermont
$977K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$970K -$58.6K -729 -6%
EWA
191
Evolution Wealth Advisors
Florida
$960K -$7.23K -90 -0.7%
PWAC
192
Private Wealth Advisors (California)
California
$959K +$2.17K +27 +0.2%
Neuberger Berman Group
193
Neuberger Berman Group
New York
$958K +$9.72K +121 +1%
FTS
194
Fifth Third Securities
Ohio
$956K -$36.3K -449 -4%
CFGS
195
Concourse Financial Group Securities
Alabama
$945K +$237K +2,937 +34%
WA
196
Wealth Alliance
New York
$936K -$11.3K -141 -1%
RFM
197
Royal Fund Management
Florida
$922K +$208K +2,595 +29%
CCA
198
Checchi Capital Advisers
California
$912K -$144K -1,798 -14%
IFWM
199
Institute for Wealth Management
Colorado
$907K +$907K +11,290 New
PAG
200
Private Advisory Group
Washington
$902K – – –
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