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Vanguard Financials ETF
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Overview Fund Activity

530 hedge funds and large institutions have $4.21B invested in Vanguard Financials ETF in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 204 reducing their positions, and 49 closing their positions.

Holders
530
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
8.36%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.25%
New
56
Increased
129
Reduced
204
Closed
49
Calls
$6.4M
Puts
$1.77M
Net Calls
+$4.63M
Net Calls Change
+$2.48M

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$217M
2
Bank of America
2
Bank of America
North Carolina
$2.11B
3
HFRG
3
Houlihan Financial Resource Group
Virginia
$21.1M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$20.4M
5
RWG
5
Ratio Wealth Group
Colorado
$9.85M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$675K
2
Morgan Stanley
2
Morgan Stanley
New York
$212M
3
SWM
3
Stapp Wealth Management
Washington
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$99.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.11B 26,018,923 +1,406,841 +6%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$217M 2,671,721 +2,671,721 New
Morgan Stanley
3
Morgan Stanley
New York
$212M 2,607,976 -373,600 -13%
UBS Group
4
UBS Group
Switzerland
$144M 1,773,989 -11,573 -0.6%
Wells Fargo
5
Wells Fargo
California
$119M 1,458,788 -99,523 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$99.1M 1,219,545 -169,498 -12%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$48.1M 591,783 +32,579 +6%
LPL Financial
8
LPL Financial
California
$47.2M 580,448 -120,608 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$42.1M 517,637 -8,256 -2%
MIS
10
Morningstar Investment Services
Illinois
$40.9M 508,182 +3,543 +0.7%
Ameriprise
11
Ameriprise
Minnesota
$40.1M 493,543 -70,424 -12%
RJA
12
Raymond James & Associates
Florida
$35.6M 438,434 -39,801 -8%
M&T Bank
13
M&T Bank
New York
$34.3M 421,651 +26,143 +7%
Stifel Financial
14
Stifel Financial
Missouri
$31.4M 386,769 +16,376 +4%
PCH
15
PGIM Custom Harvest
New Jersey
$28.2M 346,761 +9,645 +3%
Osaic Holdings
16
Osaic Holdings
Arizona
$27.4M 336,666 -40,359 -11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$26.6M 327,604 -1,015 -0.3%
KIA
18
KCM Investment Advisors
California
$25.7M 315,828 +10,452 +3%
HFRG
19
Houlihan Financial Resource Group
Virginia
$21.1M 269,220 +260,991 +3,172%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$21M 258,743 -6,441 -2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$20.4M 250,661 +158,264 +171%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$19.7M 242,655 -36,795 -13%
SF
23
Synovus Financial
Georgia
$17.7M 218,221 +10,911 +5%
TAS
24
TIFF Advisory Services
Pennsylvania
$17.3M 213,451 – –
SFM
25
Soros Fund Management
New York
$16.1M 198,500 +30,400 +18%
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