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Vanguard Financials ETF
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Overview Fund Activity

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M

Top Buyers

1
AP
Advisors Preferred
Maryland
$32.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$138M
3
SF
Synovus Financial
Georgia
$48.7M
4
Ameriprise
Ameriprise
Minnesota
$65.3M
5
EDRH
Edmond de Rothschild Holding
Switzerland
$14.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.57B
2
A
Allianz
Germany
$17.8K
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$167M
4
MFG
Marmo Financial Group
Tennessee
$3.3M
5
Wells Fargo
Wells Fargo
California
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPFS
176
Novak & Powell Financial Services
Florida
$1.64M -$7.58K -69 -0.5%
TPW
177
Transatlantique Private Wealth
New York
$1.63M +$1.63M +14,865 New
KCM
178
Kennicott Capital Management
California
$1.59M – – –
ITB
179
Idaho Trust Bank
Idaho
$1.59M +$3.74K +34 +0.2%
AF
180
Apexium Financial
Texas
$1.56M -$3.87K -35 -0.2%
Renaissance Technologies
181
Renaissance Technologies
New York
$1.55M +$857K +7,800 +124%
KF
182
Krilogy Financial
Missouri
$1.48M +$15.1K +137 +1%
EAM
183
Evanson Asset Management
California
$1.47M +$4.4K +40 +0.3%
PAS
184
Park Avenue Securities
New York
$1.47M +$1.47M +13,374 New
KWM
185
Keebeck Wealth Management
Illinois
$1.46M -$111K -1,009 -7%
Prudential Financial
186
Prudential Financial
New Jersey
$1.46M +$855K +7,779 +141%
BOM
187
Bank of Marin
California
$1.46M – – –
CIA
188
Cladis Investment Advisory
Montana
$1.46M -$11K -100 -0.7%
ISL
189
Ingalls & Snyder LLC
New York
$1.41M +$2.64K +24 +0.2%
LWM
190
Liberty Wealth Management
California
$1.41M +$4.73K +43 +0.3%
SPIA
191
Steward Partners Investment Advisory
New York
$1.41M +$216K +1,964 +18%
LFAS
192
Level Four Advisory Services
Texas
$1.41M -$24.6K -217 -2%
SG
193
Sharper & Granite
California
$1.4M -$55.5K -505 -4%
BFG
194
Bleakley Financial Group
New Jersey
$1.39M -$162K -1,477 -10%
WWM
195
Western Wealth Management
Colorado
$1.39M +$334K +3,038 +32%
GT
196
Glenmede Trust
Pennsylvania
$1.37M – – –
MCM
197
Manchester Capital Management
Vermont
$1.36M – – –
IFWM
198
Institute for Wealth Management
Colorado
$1.36M -$3.08K -28 -0.2%
OCPWS
199
One Charles Private Wealth Services
Massachusetts
$1.35M – – –
BJL
200
Brighton Jones LLC
Washington
$1.32M +$123K +1,115 +10%
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