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Vanguard Financials ETF
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Overview Fund Activity

578 hedge funds and large institutions have $4.65B invested in Vanguard Financials ETF in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 206 increasing their positions, 164 reducing their positions, and 44 closing their positions.

Holders
578
Holders Change
+35
Holders Change %
+6.45%
% of All Funds
9.33%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
93
Increased
206
Reduced
164
Closed
44
Calls
$5.42M
Puts
$2.74M
Net Calls
+$2.69M
Net Calls Change
-$358K

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$68M
2
PCH
2
PGIM Custom Harvest
New Jersey
$45.8M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M
4
VU
4
Valence8 US
Massachusetts
$21.5M
5
SFM
5
Soros Fund Management
New York
$13.9M

Top Sellers

1
Prudential Financial
1
Prudential Financial
New Jersey
$3.19M
2
Wells Fargo
2
Wells Fargo
California
$140M
3
Bank of America
3
Bank of America
North Carolina
$1.99B
4
MMEA
4
Main Management ETF Advisors
California
$0
5
BFG
5
Bouchey Financial Group
New York
$373K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.99B 24,015,444 -668,453 -3%
Morgan Stanley
2
Morgan Stanley
New York
$294M 3,558,423 +27,280 +0.8%
AWA
3
Arete Wealth Advisors
Illinois
$268M 3,242 +48 +2%
UBS Group
4
UBS Group
Switzerland
$182M 2,200,532 +37,279 +2%
Wells Fargo
5
Wells Fargo
California
$140M 1,695,062 -1,143,996 -40%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$122M 1,473,193 -103,188 -7%
Bessemer Group
7
Bessemer Group
New Jersey
$68M 821,796 +821,735 +1,347,107%
LPL Financial
8
LPL Financial
California
$58.3M 705,146 +58,259 +9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$52.4M 633,987 +45,344 +8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$49.8M 601,573 -41,539 -6%
Ameriprise
11
Ameriprise
Minnesota
$49.6M 598,516 -162,592 -21%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$48.5M 586,446 +54,486 +10%
PCH
13
PGIM Custom Harvest
New Jersey
$45.8M 553,857 +553,857 New
BCMIO
14
Beacon Capital Management Inc (Ohio)
Ohio
$45.6M 551,716 +510,323 +1,233%
MIS
15
Morningstar Investment Services
Illinois
$42.5M 506,548 -3,414 -0.7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$41.3M 498,844 +155,334 +45%
RJA
17
Raymond James & Associates
Florida
$38.7M 468,289 +27,692 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$36.5M 441,627 +123,998 +39%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$35.2M 425,998 +167,594 +65%
M&T Bank
20
M&T Bank
New York
$33.9M 409,558 -12,289 -3%
Stifel Financial
21
Stifel Financial
Missouri
$29.5M 356,916 -10,924 -3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$27.6M 333,055 -14,116 -4%
KIA
23
KCM Investment Advisors
California
$26.5M 319,759 +3,657 +1%
AWM
24
AE Wealth Management
Kansas
$26.3M 317,917 -7,385 -2%
VU
25
Valence8 US
Massachusetts
$21.5M 260,148 +260,148 New
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