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Vanguard Financials ETF
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Overview Fund Activity

563 hedge funds and large institutions have $4.31B invested in Vanguard Financials ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 191 increasing their positions, 202 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
-40
Holders Change %
-6.63%
% of All Funds
9.52%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.29%
New
50
Increased
191
Reduced
202
Closed
81
Calls
$5.1M
Puts
$4.76M
Net Calls
+$342K
Net Calls Change
-$2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.97B
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$15.8M
3
Goldman Sachs
Goldman Sachs
New York
$23M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$17.5M
5
EWA
Evolution Wealth Advisors
Florida
$6.22M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.7M
2
Ameriprise
Ameriprise
Minnesota
$49.2M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$2.61M
4
Prudential Financial
Prudential Financial
New Jersey
$19.9M
5
Bessemer Group
Bessemer Group
New Jersey
$232K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
201
Prime Capital Investment Advisors
Kansas
$894K +$564K +7,304 +171%
JWCA
202
J.W. Cole Advisors
Florida
$891K -$434K -5,614 -33%
RIA
203
Realta Investment Advisors
Delaware
$885K -$95.8K -1,225 -10%
Renaissance Technologies
204
Renaissance Technologies
New York
$872K +$872K +11,300 New
SWA
205
Stratos Wealth Advisors
Ohio
$870K -$463 -6 -0.1%
AAM
206
Autus Asset Management
Arizona
$862K +$70K +907 +9%
TLP
207
Trinity Legacy Partners
Texas
$860K +$51.5K +660 +6%
VA
208
Valmark Advisers
Ohio
$854K +$29K +376 +4%
RSWM
209
Robertson Stephens Wealth Management
California
$852K +$283K +3,671 +50%
ASN
210
Advisory Services Network
Georgia
$848K -$797K -10,327 -48%
CSPIA
211
Cary Street Partners Investment Advisory
Virginia
$837K +$127K +1,645 +18%
CIBC World Market
212
CIBC World Market
Ontario, Canada
$835K +$79K +1,024 +10%
MWM
213
Mission Wealth Management
California
$825K -$81.7K -1,058 -9%
MPCG
214
Matrix Private Capital Group
New York
$797K -$13.3K -172 -2%
LIM
215
Leavell Investment Management
Alabama
$795K -$258K -3,345 -25%
ISL
216
Ingalls & Snyder LLC
New York
$794K – – –
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$790K -$369K -4,782 -32%
LWM
218
Liberty Wealth Management
California
$789K +$10.7K +138 +1%
WMA
219
Wealth Management Associates
New Jersey
$782K -$386 -5 -0%
AAS
220
Ameritas Advisory Services
Nebraska
$777K -$41.5M -537,550 -98%
AG
221
Ascent Group
Virginia
$768K -$2.44M -29,371 -76%
RWA
222
Rainsberger Wealth Advisors
Colorado
$760K +$32.4K +419 +4%
CFGS
223
Concourse Financial Group Securities
Alabama
$750K -$2.39K -31 -0.3%
DWM
224
Doyle Wealth Management
Florida
$747K +$2.78K +36 +0.4%
SWP
225
Stratos Wealth Partners
Ohio
$736K -$543K -7,036 -42%
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