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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.2M
3
PCH
PGIM Custom Harvest
New Jersey
$103M
4
BWA
Bordeaux Wealth Advisors
California
$10.7M
5
TF
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$23M
5
SWP
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Cladis Investment Advisory
Montana
$1.33M -$49.9K -500 -4%
KF
177
Krilogy Financial
Missouri
$1.33M +$13.4K +134 +1%
BOM
178
Bank of Marin
California
$1.33M -$5.39K -54 -0.4%
SG
179
Sharper & Granite
California
$1.32M -$44.9K -450 -3%
ISL
180
Ingalls & Snyder LLC
New York
$1.28M +$8.89K +89 +0.7%
LWM
181
Liberty Wealth Management
California
$1.28M +$16.7K +167 +1%
LFAS
182
Level Four Advisory Services
Texas
$1.26M -$1.13M -11,333 -47%
RFM
183
Royal Fund Management
Florida
$1.26M -$172K -1,711 -12%
ADL
184
Asset Dedication LLC
California
$1.24M -$5.99K -60 -0.5%
GT
185
Glenmede Trust
Pennsylvania
$1.24M -$188K -1,885 -13%
IFWM
186
Institute for Wealth Management
Colorado
$1.24M +$45.9K +460 +4%
MCM
187
Manchester Capital Management
Vermont
$1.24M – – –
OCPWS
188
One Charles Private Wealth Services
Massachusetts
$1.23M +$121K +1,216 +11%
EWA
189
Evolution Wealth Advisors
Florida
$1.2M – – –
MWM
190
Mittelman Wealth Management
Massachusetts
$1.19M -$101K -1,012 -8%
Tudor Investment Corp
191
Tudor Investment Corp
Connecticut
$1.19M +$1.19M +11,891 New
PWAC
192
Private Wealth Advisors (California)
California
$1.19M -$19.3K -193 -2%
WDC
193
Woodward Diversified Capital
California
$1.17M -$37.9K -379 -3%
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M -$341K -3,414 -23%
CPRC
195
Consolidated Portfolio Review Corp
New York
$1.17M +$925K +9,258 +383%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$1.16M -$72.2K -712 -6%
MFG
197
Magnus Financial Group
New York
$1.14M -$22.5K -225 -2%
Charles Schwab
198
Charles Schwab
California
$1.13M -$520K -5,205 -32%
Neuberger Berman Group
199
Neuberger Berman Group
New York
$1.12M -$200 -2 -0%
WA
200
Wealth Alliance
New York
$1.12M -$699 -7 -0.1%
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