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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.95B
2
HFRG
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$90.9M
4
CA
Calton & Associates
Florida
$0
5
KWM
Keebeck Wealth Management
Illinois
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
201
United Capital Financial Advisors
Texas
$899K -$101K -1,254 -10%
BJL
202
Brighton Jones LLC
Washington
$893K +$38.9K +484 +5%
RWM
203
RBA Wealth Management
California
$888K -$16.9K -210 -2%
Thrivent Financial for Lutherans
204
Thrivent Financial for Lutherans
Minnesota
$885K +$4.74K +59 +0.5%
OIA
205
OneDigital Investment Advisors
Kansas
$880K +$19.5K +243 +2%
AF
206
Apexium Financial
Texas
$860K -$18.8K -233 -2%
HNB
207
Huntington National Bank
Ohio
$850K -$865K – –
SWA
208
Stratos Wealth Advisors
Ohio
$847K -$13.5K -168 -2%
LWM
209
Liberty Wealth Management
California
$840K +$10.4K +130 +1%
NA
210
NewEdge Advisors
Louisiana
$838K +$296K +3,689 +55%
MWM
211
Mission Wealth Management
California
$837K -$29.1K -362 -3%
SVWAG
212
Sound View Wealth Advisors Group
Georgia
$837K +$15.7K +195 +2%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$827K -$85.1K -1,076 -9%
Bank of New York Mellon
214
Bank of New York Mellon
New York
$807K +$271K +3,377 +51%
GBWM
215
Granite Bay Wealth Management
New Hampshire
$806K +$806K +9,639 New
WDC
216
Woodward Diversified Capital
California
$805K +$598K +7,442 +289%
PWP
217
Principle Wealth Partners
Connecticut
$794K -$80.3K -1,000 -9%
CB
218
Community Bank
New York
$789K +$20.6K +256 +3%
WMA
219
Wealth Management Associates
New Jersey
$787K – – –
TPW
220
Transatlantique Private Wealth
New York
$784K +$22.3K +278 +3%
CW
221
CreativeOne Wealth
Kansas
$784K +$15.4K +192 +2%
SWP
222
Stratos Wealth Partners
Ohio
$777K +$27.4K +341 +4%
US Bancorp
223
US Bancorp
Minnesota
$771K +$167K +2,077 +28%
FPB
224
First PREMIER Bank
South Dakota
$767K -$69.7K -867 -8%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$730K +$730K +9,090 New
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