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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
201
Wealth Alliance
New York
$1.15M -$41K -400 -3%
HNB
202
Huntington National Bank
Ohio
$1.15M -$1.02M – –
OCPWS
203
One Charles Private Wealth Services
Massachusetts
$1.13M +$3.28K +32 +0.3%
RWM
204
RBA Wealth Management
California
$1.13M +$1.13K +11 +0.1%
SPIA
205
Steward Partners Investment Advisory
New York
$1.12M +$23.2K +227 +2%
CB
206
Community Bank
New York
$1.12M -$5.53K -54 -0.5%
BJL
207
Brighton Jones LLC
Washington
$1.11M +$28.4K +277 +3%
MWM
208
Mission Wealth Management
California
$1.08M -$15K -146 -1%
SWA
209
Stratos Wealth Advisors
Ohio
$1.07M -$10.2K -100 -0.9%
RPGK
210
Retirement Planning Group (Kansas)
Kansas
$1.04M +$39.5K +386 +4%
William Blair & Company
211
William Blair & Company
Illinois
$1.04M +$122K +1,188 +13%
B
212
Bailard
California
$1M -$77.6K -758 -7%
Cerity Partners
213
Cerity Partners
New York
$989K +$41K +400 +4%
WWM
214
Western Wealth Management
Colorado
$977K -$343K -3,346 -26%
PWP
215
Principle Wealth Partners
Connecticut
$961K – – –
WMA
216
Wealth Management Associates
New Jersey
$956K -$9.49K -95 -1%
Financial Engines Advisors
217
Financial Engines Advisors
California
$946K +$819 +8 +0.1%
SL
218
Salomon & Ludwin
Virginia
$939K +$893K +8,719 +1,933%
CW
219
CreativeOne Wealth
Kansas
$937K -$3.58K -35 -0.4%
FTS
220
Fifth Third Securities
Ohio
$926K +$40.8K +398 +5%
OIA
221
OneDigital Investment Advisors
Kansas
$925K -$430K -4,202 -32%
BCMLT
222
Beacon Capital Management LLC (Tennessee)
Tennessee
$904K -$287K -2,798 -24%
TIAA Trust, National Association
223
TIAA Trust, National Association
North Carolina
$899K +$89.4K +873 +11%
HI
224
Harper Investing
California
$894K +$620K +6,059 +227%
Bessemer Group
225
Bessemer Group
New Jersey
$893K -$1.07M -10,443 -54%
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