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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$850M
2
Morgan Stanley
Morgan Stanley
New York
$367M
3
MW
Marks Wealth
Maryland
$35.3M
4
Ameriprise
Ameriprise
Minnesota
$280M
5
Wells Fargo
Wells Fargo
California
$297M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.3B
2
Citigroup
Citigroup
New York
$2.17M
3
ETC
Exchange Traded Concepts
Oklahoma
$0
4
CCMG
Clark Capital Management Group
Pennsylvania
$0
5
MIM
Morningstar Investment Management
Illinois
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
201
Wealth Alliance
New York
$1.17M -$3.77K -39 -0.3%
SWA
202
Stratos Wealth Advisors
Ohio
$1.14M +$17.7K +183 +2%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$1.13M +$66.6K +689 +6%
FPB
204
First PREMIER Bank
South Dakota
$1.13M +$151K +1,560 +15%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$1.1M -$70.5K -730 -6%
LWM
206
Laidlaw Wealth Management
New York
$1.1M -$60.4K -625 -5%
TF
207
TIAA FSB
Florida
$1.09M -$48.2K -499 -4%
LIM
208
Leavell Investment Management
Alabama
$1.09M +$179K +1,856 +20%
RM
209
Resource Management
Louisiana
$1.08M +$357K +3,700 +49%
WWM
210
Western Wealth Management
Colorado
$1.08M +$1.08M +11,213 New
ASN
211
Advisory Services Network
Georgia
$1.08M +$94.3K +977 +10%
UIA
212
Ulland Investment Advisors
Minnesota
$1.08M +$1.08M +11,145 New
B
213
Bailard
California
$1.06M +$361K +3,742 +52%
MWM
214
Mission Wealth Management
California
$1.02M -$62K -642 -6%
ISL
215
Ingalls & Snyder LLC
New York
$1.02M +$19.3K +200 +2%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$1.01M – – –
MPCG
217
Matrix Private Capital Group
New York
$1M +$80.6K +834 +9%
SFS
218
Sowell Financial Services
Arkansas
$1M -$4.25K -44 -0.4%
MFW
219
Meristem Family Wealth
Minnesota
$998K – – –
AAM
220
Autus Asset Management
Arizona
$983K +$54K +559 +6%
CFA
221
Cahill Financial Advisors
Minnesota
$973K -$97K -1,004 -9%
PP
222
Prudential plc
United Kingdom
$966K -$7.25M -75,000 -88%
DADC
223
D.A. Davidson & Co
Montana
$962K +$28.8K +298 +3%
Kovitz Investment Group Partners
224
Kovitz Investment Group Partners
Illinois
$952K +$36.3K +499 +4%
RWM
225
RBA Wealth Management
California
$951K +$951K +9,851 New
7 8
9
10 11