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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
Bank of America
North Carolina
$2.11B
3
HFRG
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
NYLIM
New York Life Investment Management
New York
$10.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
Morgan Stanley
New York
$212M
3
SWM
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$99.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
201
Liberty Wealth Management
California
$838K +$22.2K +274 +3%
SVWAG
202
Sound View Wealth Advisors Group
Georgia
$830K -$140K -1,727 -14%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$820K -$63.6K -783 -7%
WMA
204
Wealth Management Associates
New Jersey
$796K -$20.3K -250 -2%
CB
205
Community Bank
New York
$777K +$34.9K +429 +5%
CW
206
CreativeOne Wealth
Kansas
$777K +$64.9K +799 +9%
AG
207
Ascent Group
Virginia
$773K +$14.2K +167 +2%
TPW
208
Transatlantique Private Wealth
New York
$771K +$43K +529 +6%
SWP
209
Stratos Wealth Partners
Ohio
$759K +$61.9K +762 +9%
RFM
210
Royal Fund Management
Florida
$722K +$180K +2,215 +33%
CFGS
211
Concourse Financial Group Securities
Alabama
$715K +$35.3K +432 +5%
BAM
212
BTS Asset Management
Massachusetts
$703K +$27.2K +335 +4%
CG
213
Colony Group
Massachusetts
$703K -$25.5K -314 -4%
GFP
214
Gryphon Financial Partners
Ohio
$695K +$12.6K +155 +2%
DI
215
DAGCO Inc
Ohio
$678K -$161K -1,985 -19%
Bessemer Group
216
Bessemer Group
New Jersey
$675K -$66.1M -813,425 -99%
B
217
Bailard
California
$666K -$188K -2,309 -22%
OCPWS
218
One Charles Private Wealth Services
Massachusetts
$665K +$178K +2,190 +37%
SIAG
219
Safeguard Investment Advisory Group
California
$659K -$63.7K -784 -9%
TF
220
TIAA FSB
Florida
$648K -$53.2K -655 -8%
BEAM
221
Baker Ellis Asset Management
Washington
$639K -$219K -2,700 -26%
CB
222
Commerce Bank
Missouri
$637K -$18K -221 -3%
William Blair & Company
223
William Blair & Company
Illinois
$634K -$817K -10,062 -56%
NRI
224
NFP Retirement Inc
California
$618K -$40.5K -498 -6%
US Bancorp
225
US Bancorp
Minnesota
$611K -$59.5K -733 -9%
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