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Vanguard Financials ETF
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Overview Fund Activity

604 hedge funds and large institutions have $6.75B invested in Vanguard Financials ETF in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 235 increasing their positions, 115 reducing their positions, and 37 closing their positions.

Holders
604
Holders Change
+74
Holders Change %
+13.96%
% of All Funds
9.33%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
122
Increased
235
Reduced
115
Closed
37
Calls
$5.63M
Puts
$2.94M
Net Calls
+$2.7M
Net Calls Change
+$3.09M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$850M
2
AAS
2
Ameritas Advisory Services
Nebraska
$64M
3
Morgan Stanley
3
Morgan Stanley
New York
$367M
4
MW
4
Marks Wealth
Maryland
$35.3M
5
Ameriprise
5
Ameriprise
Minnesota
$280M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.3B
2
Citigroup
2
Citigroup
New York
$2.17M
3
ETC
3
Exchange Traded Concepts
Oklahoma
$0
4
CCMG
4
Clark Capital Management Group
Pennsylvania
$0
5
MIM
5
Morningstar Investment Management
Illinois
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.3B 23,825,476 -1,016,312 -4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$850M 8,806,791 +878,534 +11%
Morgan Stanley
3
Morgan Stanley
New York
$367M 3,796,811 +440,283 +13%
Wells Fargo
4
Wells Fargo
California
$297M 3,071,560 +174,000 +6%
Ameriprise
5
Ameriprise
Minnesota
$280M 2,900,149 +348,400 +14%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$237M 2,455,819 +66,493 +3%
UBS Group
7
UBS Group
Switzerland
$208M 2,149,057 +58,994 +3%
Bessemer Group
8
Bessemer Group
New Jersey
$167M 1,728,308 +15,528 +0.9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$163M 1,691,846 -19,204 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$122M 1,262,044 +54,139 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$71.7M 742,220 +42,478 +6%
MIS
12
Morningstar Investment Services
Illinois
$67.1M 695,295 +9,612 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$66.9M 692,288 +44,579 +7%
AAS
14
Ameritas Advisory Services
Nebraska
$64M 663,231 +663,231 New
LPL Financial
15
LPL Financial
California
$61.3M 634,274 +66,683 +12%
Osaic Holdings
16
Osaic Holdings
Arizona
$60M 621,253 -26,484 -4%
M&T Bank
17
M&T Bank
New York
$40.9M 423,337 -1,894 -0.4%
Truist Financial
18
Truist Financial
North Carolina
$39.3M 407,055 +16,778 +4%
RJA
19
Raymond James & Associates
Florida
$38.1M 394,039 +19,212 +5%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$36.6M 378,663 -9,157 -2%
Stifel Financial
21
Stifel Financial
Missouri
$35.4M 366,517 +6,976 +2%
MW
22
Marks Wealth
Maryland
$35.3M 366,001 +366,001 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$27.8M 287,640 +39,750 +16%
KIA
24
KCM Investment Advisors
California
$25.2M 261,236 +16,077 +7%
BFG
25
Bouchey Financial Group
New York
$23.9M 247,178 +7,896 +3%
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