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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
176
Keebeck Wealth Management
Illinois
$1.46M – – –
MGIA
177
Moneta Group Investment Advisors
Missouri
$1.46M +$853K +8,335 +142%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$1.46M -$180K -1,761 -11%
CIA
179
Cladis Investment Advisory
Montana
$1.42M -$14.8K -145 -1%
SG
180
Sharper & Granite
California
$1.38M +$23K +228 +2%
EAM
181
Evanson Asset Management
California
$1.37M -$58K -566 -4%
BOM
182
Bank of Marin
California
$1.37M – – –
KF
183
Krilogy Financial
Missouri
$1.35M +$91.8K +897 +7%
EFS
184
Essex Financial Services
Connecticut
$1.35M +$2.56K +25 +0.2%
MWM
185
Mittelman Wealth Management
Massachusetts
$1.33M +$1.33M +12,965 New
ISL
186
Ingalls & Snyder LLC
New York
$1.31M -$32.9K -321 -2%
LWM
187
Liberty Wealth Management
California
$1.29M +$1.29M +12,584 +34,956%
MCM
188
Manchester Capital Management
Vermont
$1.27M +$22.2K +217 +2%
ADL
189
Asset Dedication LLC
California
$1.26M +$1.26M +12,522 New
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$1.25M +$460K +4,483 +58%
WDC
191
Woodward Diversified Capital
California
$1.24M -$261K -2,546 -17%
PWAC
192
Private Wealth Advisors (California)
California
$1.23M +$410 +4 +0%
EWA
193
Evolution Wealth Advisors
Florida
$1.23M +$4.61K +45 +0.4%
IFWM
194
Institute for Wealth Management
Colorado
$1.22M +$64.5K +630 +6%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$1.22M +$4.51K +44 +0.4%
MFG
196
Magnus Financial Group
New York
$1.19M +$7.58K +74 +0.6%
DWT
197
Dorsey & Whitney Trust
South Dakota
$1.19M -$159K -1,550 -12%
TPW
198
Transatlantique Private Wealth
New York
$1.18M +$11.3K +110 +1%
Renaissance Technologies
199
Renaissance Technologies
New York
$1.17M +$1.17M +11,400 New
Neuberger Berman Group
200
Neuberger Berman Group
New York
$1.15M +$205 +2 +0%
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