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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $6.4B invested in Vanguard Financials ETF in 2021 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 177 increasing their positions, 149 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+15
Holders Change %
+2.91%
% of All Funds
9.31%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.42%
New
56
Increased
177
Reduced
149
Closed
31
Calls
$4.95M
Puts
$5.34M
Net Calls
-$390K
Net Calls Change
-$1.53M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$159M
2
Citigroup
Citigroup
New York
$62M
3
AIC
Ameritas Investment Company
Nebraska
$50.7M
4
ETC
Exchange Traded Concepts
Oklahoma
$34.5M
5
AWM
AE Wealth Management
Kansas
$20.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$735M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$64.8M
4
MIM
Morningstar Investment Management
Illinois
$25.7M
5
VR
Viridian RIA
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
201
Gilbert & Cook
Iowa
$937K -$321K -3,460 -25%
FPB
202
First PREMIER Bank
South Dakota
$937K +$57.4K +620 +7%
DADC
203
D.A. Davidson & Co
Montana
$895K +$11.9K +128 +1%
AAM
204
Autus Asset Management
Arizona
$891K -$28.7K -310 -3%
MAFM
205
Mid Atlantic Financial Management
Pennsylvania
$891K -$27K -291 -3%
MPCG
206
Matrix Private Capital Group
New York
$889K +$32.6K +350 +4%
LIM
207
Leavell Investment Management
Alabama
$877K +$349K +3,752 +66%
TLP
208
Trinity Legacy Partners
Texas
$862K +$24.4K +263 +3%
DWM
209
Doyle Wealth Management
Florida
$856K -$90.1K -973 -10%
BRWA
210
B. Riley Wealth Advisors
Florida
$848K -$75.4K -814 -8%
SPA
211
Sentinel Pension Advisors
Massachusetts
$844K – – –
WMA
212
Wealth Management Associates
New Jersey
$838K +$7.41K +80 +0.9%
JHCP
213
Jackson Hole Capital Partners
Oklahoma
$837K – – –
MCM
214
MAI Capital Management
Ohio
$836K +$453K +4,892 +118%
DWT
215
Dorsey & Whitney Trust
South Dakota
$834K – – –
BPA
216
Beacon Pointe Advisors
California
$825K +$576K +6,223 +232%
TI
217
tru Independence
Oregon
$820K +$820K +8,854 New
PWM
218
PRW Wealth Management
Massachusetts
$818K +$818K +8,828 New
SIAG
219
Safeguard Investment Advisory Group
California
$816K -$15.7K -169 -2%
RJT
220
Raymond James Trust
Florida
$813K +$226K +2,444 +39%
MAP
221
Milestone Advisory Partners
North Carolina
$805K – – –
NWS
222
Newport Wealth Strategies
California
$792K +$19.5K +210 +3%
CB
223
Community Bank
New York
$791K -$23.1K -250 -3%
GFP
224
Gryphon Financial Partners
Ohio
$778K -$8.43K -91 -1%
SCM
225
Spreng Capital Management
Ohio
$765K -$33.7K -358 -4%
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