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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$68M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$42.2M
3
SFM
Soros Fund Management
New York
+$13.9M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$13.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$12.9M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$164M
2
Wells Fargo
Wells Fargo
California
-$94.6M
3
Bank of America
Bank of America
North Carolina
-$55.3M
4
MMEA
Main Management ETF Advisors
California
-$25.3M
5
BFG
Bouchey Financial Group
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
201
First PREMIER Bank
South Dakota
$945K -$97K -1,171 -9%
MA
202
MAS Advisors
Florida
$944K +$29.7K +359 +3%
FTS
203
Fifth Third Securities
Ohio
$942K +$70.2K +848 +8%
CSPIA
204
Cary Street Partners Investment Advisory
Virginia
$928K -$29.2K -353 -3%
SWA
205
Stratos Wealth Advisors
Ohio
$925K +$2.81K +34 +0.3%
MWM
206
Mission Wealth Management
California
$922K +$111K +1,341 +14%
AAM
207
Autus Asset Management
Arizona
$899K -$22.8K -275 -2%
CF
208
Centaurus Financial
California
$899K -$109K -1,321 -11%
ASN
209
Advisory Services Network
Georgia
$881K -$21.3K -257 -2%
RWA
210
Rainsberger Wealth Advisors
Colorado
$858K +$21.3K +258 +3%
BBA
211
BLB&B Advisors
Pennsylvania
$849K +$198K +2,395 +30%
IA
212
IFP Advisors
Florida
$849K +$211K +3,006 +33%
WMA
213
Wealth Management Associates
New Jersey
$843K +$2.9K +35 +0.3%
SWP
214
Stratos Wealth Partners
Ohio
$833K +$13.5K +163 +2%
NA
215
NewEdge Advisors
Louisiana
$818K +$309K +5,419 +61%
CG
216
Caprock Group
Idaho
$814K +$148K +1,790 +22%
Bank of New York Mellon
217
Bank of New York Mellon
New York
$808K -$18.9K -228 -2%
IAG
218
Ipsen Advisor Group
Arkansas
$807K +$807K +9,758 New
OIA
219
OneDigital Investment Advisors
Kansas
$806K +$62.3K +753 +8%
Mercer Global Advisors
220
Mercer Global Advisors
Colorado
$802K +$2.65K +32 +0.3%
Renaissance Technologies
221
Renaissance Technologies
New York
$802K +$248K +3,000 +45%
CFGS
222
Concourse Financial Group Securities
Alabama
$795K +$10K +121 +1%
CIA
223
Cladis Investment Advisory
Montana
$790K +$4.96K +60 +0.6%
RWM
224
RBA Wealth Management
California
$789K +$28.6K +346 +4%
SC
225
Sierra Capital
Florida
$779K -$999K -12,079 -56%
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