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Vanguard Financials ETF
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Overview Fund Activity

529 hedge funds and large institutions have $3.85B invested in Vanguard Financials ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 158 increasing their positions, 205 reducing their positions, and 73 closing their positions.

Holders
529
Holders Change
-49
Holders Change %
-8.48%
% of All Funds
8.47%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
43
Increased
158
Reduced
205
Closed
73
Calls
$5.08M
Puts
$2.93M
Net Calls
+$2.15M
Net Calls Change
-$538K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.92B
2
SWM
2
Stapp Wealth Management
Washington
$24.1M
3
MFG
3
Marmo Financial Group
Tennessee
$9.13M
4
TC
4
TAP Consulting
Missouri
$4.44M
5
HF
5
HRT Financial
New York
$4.01M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$232M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$3.1M
3
UBS Group
3
UBS Group
Switzerland
$139M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$28.4M
5
PCH
5
PGIM Custom Harvest
New Jersey
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.92B 24,612,082 +596,638 +2%
Morgan Stanley
2
Morgan Stanley
New York
$232M 2,981,576 -576,847 -16%
UBS Group
3
UBS Group
Switzerland
$139M 1,785,562 -414,970 -19%
Wells Fargo
4
Wells Fargo
California
$121M 1,558,311 -136,751 -8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$108M 1,389,043 -84,150 -6%
Bessemer Group
6
Bessemer Group
New Jersey
$64M 821,735 -61 -0%
LPL Financial
7
LPL Financial
California
$54.6M 701,056 -4,090 -0.6%
Ameriprise
8
Ameriprise
Minnesota
$43.9M 563,967 -34,549 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$43.6M 559,204 -42,369 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$41M 525,893 -60,553 -10%
MIS
11
Morningstar Investment Services
Illinois
$38.9M 504,639 -1,909 -0.4%
RJA
12
Raymond James & Associates
Florida
$37.2M 478,235 +9,946 +2%
M&T Bank
13
M&T Bank
New York
$30.8M 395,508 -14,050 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$29.4M 377,025 -64,602 -15%
Stifel Financial
15
Stifel Financial
Missouri
$28.8M 370,393 +13,477 +4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$28.4M 364,179 -269,808 -43%
PCH
17
PGIM Custom Harvest
New Jersey
$26.3M 337,116 -216,741 -39%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$25.6M 328,619 -170,225 -34%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$24.8M 318,571 -107,427 -25%
SWM
20
Stapp Wealth Management
Washington
$24.1M 30,913 +30,913 New
KIA
21
KCM Investment Advisors
California
$23.8M 305,376 -14,383 -4%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$21.8M 279,450 -53,605 -16%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$20.7M 265,184 +9,375 +4%
TAS
24
TIFF Advisory Services
Pennsylvania
$16.6M 213,451 – –
SF
25
Synovus Financial
Georgia
$16.1M 207,310 +14,896 +8%
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