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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
BCMLT
4
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.6M
5
CG
5
Colony Group
Massachusetts
$17M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.23B 23,930,500 +105,024 +0.4%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$705M 7,549,226 -1,257,565 -14%
Morgan Stanley
3
Morgan Stanley
New York
$416M 4,450,983 +654,172 +17%
Wells Fargo
4
Wells Fargo
California
$298M 3,189,581 +118,021 +4%
Ameriprise
5
Ameriprise
Minnesota
$267M 2,865,187 -34,962 -1%
UBS Group
6
UBS Group
Switzerland
$216M 2,307,926 +158,869 +7%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$187M 1,998,819 -457,000 -19%
Prudential Financial
8
Prudential Financial
New Jersey
$176M 1,881,861 +1,719,136 +1,056%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$156M 1,675,729 -16,117 -1%
Bessemer Group
10
Bessemer Group
New Jersey
$126M 1,344,070 -384,238 -22%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$108M 1,155,755 -106,289 -8%
Osaic Holdings
12
Osaic Holdings
Arizona
$95.3M 727,282 +106,029 +17%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$85.4M 914,251 +221,963 +32%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$76.7M 821,657 +79,437 +11%
LPL Financial
15
LPL Financial
California
$68.8M 736,307 +102,033 +16%
MIS
16
Morningstar Investment Services
Illinois
$67.9M 709,470 +14,175 +2%
AAS
17
Ameritas Advisory Services
Nebraska
$51.1M 547,620 -115,611 -17%
M&T Bank
18
M&T Bank
New York
$38.3M 409,607 -13,730 -3%
Stifel Financial
19
Stifel Financial
Missouri
$37.7M 403,208 +36,691 +10%
RJA
20
Raymond James & Associates
Florida
$37.5M 401,667 +7,628 +2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$35.8M 383,206 +4,543 +1%
Truist Financial
22
Truist Financial
North Carolina
$34.2M 365,798 -41,257 -10%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$31M 331,819 +44,179 +15%
AWM
24
AE Wealth Management
Kansas
$25.6M 274,323 +49,965 +22%
KIA
25
KCM Investment Advisors
California
$25.4M 271,871 +10,635 +4%
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