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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
176
Evanson Asset Management
California
$1.28M +$277 +3 +0%
SG
177
Sharper & Granite
California
$1.24M -$61.8K -670 -5%
NA
178
NewEdge Advisors
Louisiana
$1.23M +$265K +2,866 +27%
BOM
179
Bank of Marin
California
$1.23M -$175K -1,895 -12%
OIA
180
OneDigital Investment Advisors
Kansas
$1.22M +$210K +2,277 +21%
EFS
181
Essex Financial Services
Connecticut
$1.21M -$5.63K -61 -0.5%
DWT
182
Dorsey & Whitney Trust
South Dakota
$1.21M – – –
RFM
183
Royal Fund Management
Florida
$1.21M +$145K +1,568 +14%
ISL
184
Ingalls & Snyder LLC
New York
$1.21M -$5.81K -63 -0.5%
WWM
185
Western Wealth Management
Colorado
$1.19M -$30.6K -332 -3%
MCM
186
MontVue Capital Management
Virginia
$1.16M +$1.16M +12,526 New
KF
187
Krilogy Financial
Missouri
$1.13M -$84K -911 -7%
ITB
188
Idaho Trust Bank
Idaho
$1.12M -$467K -5,057 -29%
MCM
189
Manchester Capital Management
Vermont
$1.12M +$185 +2 +0%
PWAC
190
Private Wealth Advisors (California)
California
$1.11M +$8.86K +96 +0.8%
PPWP
191
Premier Path Wealth Partners
New Jersey
$1.1M +$1.1M +11,966 New
EWA
192
Evolution Wealth Advisors
Florida
$1.1M – – –
Thrivent Financial for Lutherans
193
Thrivent Financial for Lutherans
Minnesota
$1.1M +$79.8K +865 +8%
LWM
194
Liberty Wealth Management
California
$1.09M -$315M -10,418 -100%
CCA
195
Checchi Capital Advisers
California
$1.08M +$35.9K +389 +3%
WA
196
Wealth Alliance
New York
$1.07M -$3.6K -39 -0.3%
MFG
197
Magnus Financial Group
New York
$1.07M -$65.1K -706 -6%
TPW
198
Transatlantique Private Wealth
New York
$1.05M +$151K +1,642 +17%
IFWM
199
Institute for Wealth Management
Colorado
$1.04M +$2.03K +22 +0.2%
Neuberger Berman Group
200
Neuberger Berman Group
New York
$1.04M -$62.1K -673 -6%
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