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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$502M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
Advisors Preferred
Maryland
$59.5M
4
MIS
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
Liberty Wealth Management
California
$1.09M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
Wells Fargo
California
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$1.03M -$1.03M -11,165 -50%
HNB
202
Huntington National Bank
Ohio
$1.02M -$850K – –
CA
203
Cetera Advisors
Colorado
$1.02M -$1.14M -12,306 -53%
OCPWS
204
One Charles Private Wealth Services
Massachusetts
$1.02M +$256K +2,774 +34%
RWM
205
RBA Wealth Management
California
$1.02M -$3.88K -42 -0.4%
CPRC
206
Consolidated Portfolio Review Corp
New York
$1.01M -$932K -10,105 -48%
CB
207
Community Bank
New York
$1.01M +$104K +1,122 +11%
SPIA
208
Steward Partners Investment Advisory
New York
$992K -$121K -1,314 -11%
MWM
209
Mission Wealth Management
California
$989K +$26.6K +288 +3%
BJL
210
Brighton Jones LLC
Washington
$975K -$50.3K -545 -5%
SWA
211
Stratos Wealth Advisors
Ohio
$974K +$185 +2 +0%
B
212
Bailard
California
$972K +$165K +1,783 +20%
AF
213
Apexium Financial
Texas
$971K -$10.6K -115 -1%
BCMLT
214
Beacon Capital Management LLC (Tennessee)
Tennessee
$934K -$99.9K -1,244 -10%
US Bancorp
215
US Bancorp
Minnesota
$923K +$37.6K +408 +4%
SS
216
Simplicity Solutions
Minnesota
$909K -$1.97M -21,345 -68%
BFG
217
Bleakley Financial Group
New Jersey
$909K -$1.97M -21,345 -68%
RPGK
218
Retirement Planning Group (Kansas)
Kansas
$903K -$746K -8,087 -45%
WMA
219
Wealth Management Associates
New Jersey
$892K -$11.5K -125 -1%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$886K -$79.8K -865 -8%
PWP
221
Principle Wealth Partners
Connecticut
$866K -$46.1K -500 -5%
AG
222
Ascent Group
Virginia
$862K +$20.8K +218 +2%
FPB
223
First PREMIER Bank
South Dakota
$856K -$24.5K -266 -3%
Cerity Partners
224
Cerity Partners
New York
$854K +$194K +2,101 +29%
Financial Engines Advisors
225
Financial Engines Advisors
California
$852K -$1.56M -16,915 -65%
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