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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
201
Level Four Advisory Services
Texas
$1.2M +$51.5K +551 +4%
Kovitz Investment Group Partners
202
Kovitz Investment Group Partners
Illinois
$1.19M -$26.3K -282 -2%
PWAC
203
Private Wealth Advisors (California)
California
$1.18M +$32.7K +350 +3%
RIA
204
Realta Investment Advisors
Delaware
$1.17M +$721K +7,719 +160%
BEAM
205
Baker Ellis Asset Management
Washington
$1.16M – – –
FPB
206
First PREMIER Bank
South Dakota
$1.15M +$57.9K +620 +5%
LWM
207
Laidlaw Wealth Management
New York
$1.14M +$78.7K +843 +7%
MCM
208
Manchester Capital Management
Vermont
$1.14M – – –
ES
209
Eagle Strategies
New York
$1.13M +$1.13M +12,136 New
WA
210
Wealth Alliance
New York
$1.13M +$1.68K +18 +0.1%
DWT
211
Dorsey & Whitney Trust
South Dakota
$1.13M +$290K +3,100 +34%
Neuberger Berman Group
212
Neuberger Berman Group
New York
$1.11M +$17.2K +184 +2%
MWM
213
Mission Wealth Management
California
$1.1M +$112K +1,199 +11%
MCM
214
MAI Capital Management
Ohio
$1.07M -$82.4K -883 -7%
NA
215
NewEdge Advisors
Louisiana
$1.06M -$1.07M -11,480 -50%
MFW
216
Meristem Family Wealth
Minnesota
$1.06M +$93.4K +1,000 +10%
SWA
217
Stratos Wealth Advisors
Ohio
$1.05M -$48.3K -517 -4%
DADC
218
D.A. Davidson & Co
Montana
$1.05M +$121K +1,300 +13%
TC
219
TAP Consulting
Missouri
$1.05M -$11.9M -127,107 -92%
B
220
Bailard
California
$998K -$23.8K -255 -2%
VA
221
Valmark Advisers
Ohio
$998K +$459K +4,915 +85%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$993K -$443K -4,741 -31%
RJT
223
Raymond James Trust
Florida
$993K +$162K +1,732 +19%
MPCG
224
Matrix Private Capital Group
New York
$980K +$11.2K +120 +1%
TLP
225
Trinity Legacy Partners
Texas
$967K +$91.4K +979 +10%
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9
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