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Vanguard Financials ETF

543 hedge funds and large institutions have $4.09B invested in Vanguard Financials ETF in 2022 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 191 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-20
Holders Change %
-3.55%
% of All Funds
9.39%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
45
Increased
151
Reduced
191
Closed
59
Calls
$5.75M
Puts
$2.71M
Net Calls
+$3.05M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FTS
201
Fifth Third Securities
Ohio
$789K +$286K +3,824 +57%
AAS
202
Ameritas Advisory Services
Nebraska
$774K +$24.3K +326 +3%
JWCA
203
J.W. Cole Advisors
Florida
$773K -$85.8K -1,153 -10%
AG
204
Ascent Group
Virginia
$773K +$584 +7 +0.1%
GFG
205
Greystone Financial Group
Michigan
$762K -$101K -1,350 -12%
WMA
206
Wealth Management Associates
New Jersey
$756K +$2.23K +30 +0.3%
RWA
207
Rainsberger Wealth Advisors
Colorado
$753K +$20K +269 +3%
AF
208
Apexium Financial
Texas
$753K +$753K +10,113 New
Bank of New York Mellon
209
Bank of New York Mellon
New York
$743K +$339K +4,564 +84%
LWM
210
Liberty Wealth Management
California
$740K -$20.4K -274 -3%
SWP
211
Stratos Wealth Partners
Ohio
$738K +$28.4K +381 +4%
MWM
212
Mission Wealth Management
California
$730K -$65.9K -885 -8%
DWM
213
Doyle Wealth Management
Florida
$720K
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$719K -$42.7K -573 -6%
RSWM
215
Robertson Stephens Wealth Management
California
$718K -$108K -1,447 -13%
CFGS
216
Concourse Financial Group Securities
Alabama
$711K -$16.8K -224 -2%
CIA
217
Cladis Investment Advisory
Montana
$706K
LIM
218
Leavell Investment Management
Alabama
$698K -$74.2K -990 -10%
Marshall Wace
219
Marshall Wace
United Kingdom
$697K +$697K +9,364 New
SIAG
220
Safeguard Investment Advisory Group
California
$695K -$24K -322 -3%
HFRG
221
Houlihan Financial Resource Group
Virginia
$693K +$693K +8,726 New
RWM
222
RBA Wealth Management
California
$684K +$11.4K +153 +2%
VIA
223
Vickerman Investment Advisors
Washington
$670K -$1.86K -25 -0.3%
OIA
224
OneDigital Investment Advisors
Kansas
$669K +$32.9K +442 +5%
NA
225
NewEdge Advisors
Louisiana
$662K -$16.5K -222 -2%