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Vanguard Financials ETF
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Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$377M
2
Wells Fargo
Wells Fargo
California
$187M
3
A
Allianz
Germany
$21.7M
4
PP
Prudential plc
United Kingdom
$20M
5
AP
Advisors Preferred
Maryland
$52.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$121M
4
SF
Synovus Financial
Georgia
$25.6M
5
MIS
Morningstar Investment Services
Illinois
$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
176
Nomura Asset Management
Japan
$2.14M +$2.14M +18,100 New
MAM
177
Madison Asset Management
Wisconsin
$2.13M +$2.13M +18,066 New
MIA
178
Madison Investment Advisors
Wisconsin
$2.13M +$2.13M +18,066 New
ASN
179
Advisory Services Network
Georgia
$2.12M +$92.1K +780 +5%
IAA
180
Independent Advisor Alliance
North Carolina
$2.06M +$2.06M +17,438 New
ISFAN
181
Investor's Fiduciary Advisor Network
Washington
$2.06M +$2.06M +17,425 New
RMAM
182
Raab & Moskowitz Asset Management
New Jersey
$2.03M +$5.31K +45 +0.3%
AGC
183
Aspen Grove Capital
Colorado
$2.03M -$238K -2,018 -11%
EFH
184
Eaton Financial Holdings
Florida
$2.03M +$2.03M +17,159 New
TPW
185
Transatlantique Private Wealth
New York
$1.93M +$172K +1,456 +10%
AF
186
Apexium Financial
Texas
$1.92M +$260K +2,200 +16%
TNAM
187
Terra Nova Asset Management
New York
$1.92M +$9.33K +79 +0.5%
PCIA
188
Prime Capital Investment Advisors
Kansas
$1.86M -$17.8K -151 -0.9%
HFA
189
Hershey Financial Advisers
Pennsylvania
$1.86M +$1.86M +15,757 New
MGIA
190
Moneta Group Investment Advisors
Missouri
$1.85M -$93.4K -791 -5%
ITB
191
Idaho Trust Bank
Idaho
$1.81M +$96.7K +819 +6%
PA
192
Parallel Advisors
California
$1.78M -$708 -6 -0%
LWM
193
Laidlaw Wealth Management
New York
$1.78M -$7.2K -61 -0.4%
FT
194
Fiduciary Trust
Massachusetts
$1.75M -$16.2K -137 -0.9%
KF
195
Krilogy Financial
Missouri
$1.72M +$136K +1,151 +9%
KCM
196
Kennicott Capital Management
California
$1.71M – – –
Renaissance Technologies
197
Renaissance Technologies
New York
$1.66M – – –
EAM
198
Evanson Asset Management
California
$1.6M +$18.1K +153 +1%
DI
199
Disciplined Investors
Texas
$1.6M +$1.6M +13,760 New
Bank of New York Mellon
200
Bank of New York Mellon
New York
$1.58M +$170K +1,444 +12%
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