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Vanguard Financials ETF
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Overview Fund Activity

611 hedge funds and large institutions have $5.04B invested in Vanguard Financials ETF in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 158 increasing their positions, 209 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-10
Holders Change %
-1.61%
% of All Funds
8.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.33%
New
55
Increased
158
Reduced
209
Closed
52
Calls
$7.61M
Puts
$779K
Net Calls
+$6.83M
Net Calls Change
-$151K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$175M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.2M
3
PCH
PGIM Custom Harvest
New Jersey
$103M
4
BWA
Bordeaux Wealth Advisors
California
$10.7M
5
TF
Theory Financial
Colorado
$10.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.35B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$104M
3
Stifel Financial
Stifel Financial
Missouri
$42.4M
4
Osaic Holdings
Osaic Holdings
Arizona
$23M
5
SWP
Strategic Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
Choreo LLC
Illinois
$1.11M +$346K +3,460 +45%
Thrivent Financial for Lutherans
202
Thrivent Financial for Lutherans
Minnesota
$1.11M -$80.6K -807 -7%
HNB
203
Huntington National Bank
Ohio
$1.11M -$1.15M – –
BJL
204
Brighton Jones LLC
Washington
$1.09M +$4.1K +41 +0.4%
SWA
205
Stratos Wealth Advisors
Ohio
$1.08M +$39.6K +396 +4%
SPIA
206
Steward Partners Investment Advisory
New York
$1.08M -$13.4K -134 -1%
RWM
207
RBA Wealth Management
California
$1.04M -$59.7K -598 -5%
RPGK
208
Retirement Planning Group (Kansas)
Kansas
$1.02M +$2.7K +27 +0.3%
MWM
209
Mission Wealth Management
California
$1.01M -$45.9K -460 -4%
CB
210
Community Bank
New York
$1M -$87.1K -872 -8%
DWT
211
Dorsey & Whitney Trust
South Dakota
$999K -$160K -1,600 -14%
William Blair & Company
212
William Blair & Company
Illinois
$995K -$16.1K -161 -2%
B
213
Bailard
California
$974K -$2.3K -23 -0.2%
WWM
214
Western Wealth Management
Colorado
$957K +$3.7K +37 +0.4%
WMA
215
Wealth Management Associates
New Jersey
$956K – – –
PWP
216
Principle Wealth Partners
Connecticut
$937K – – –
ECA
217
Elevation Capital Advisory
Oregon
$927K +$927K +9,281 New
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$918K +$40.6K +406 +5%
CW
219
CreativeOne Wealth
Kansas
$905K -$9.19K -92 -1%
Financial Engines Advisors
220
Financial Engines Advisors
California
$882K -$45K -448 -5%
FTS
221
Fifth Third Securities
Ohio
$877K -$30.2K -301 -3%
Bessemer Group
222
Bessemer Group
New Jersey
$871K – – –
MCM
223
MAI Capital Management
Ohio
$856K -$10.5K -105 -1%
GFP
224
Gryphon Financial Partners
Ohio
$854K – – –
EGM
225
Engineers Gate Manager
New York
$839K +$839K +8,396 New
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9
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