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Vanguard Financials ETF
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Overview Fund Activity

545 hedge funds and large institutions have $4.73B invested in Vanguard Financials ETF in 2023 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 177 increasing their positions, 181 reducing their positions, and 36 closing their positions.

Holders
545
Holders Change
+15
Holders Change %
+2.83%
% of All Funds
8.69%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
58
Increased
177
Reduced
181
Closed
36
Calls
$6.19M
Puts
$763K
Net Calls
+$5.43M
Net Calls Change
+$799K

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$549M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$194M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$106M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$64.3M
5
Wells Fargo
5
Wells Fargo
California
$131M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.95B
2
HFRG
2
Houlihan Financial Resource Group
Virginia
$651K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.9M
4
CA
4
Calton & Associates
Florida
$0
5
KWM
5
Keebeck Wealth Management
Illinois
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.95B 24,273,078 -1,745,845 -7%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$549M 6,831,371 +4,159,650 +156%
Morgan Stanley
3
Morgan Stanley
New York
$215M 2,680,449 +72,473 +3%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$194M 2,409,358 +2,371,394 +6,246%
UBS Group
5
UBS Group
Switzerland
$140M 1,741,453 -32,536 -2%
Wells Fargo
6
Wells Fargo
California
$131M 1,629,812 +171,024 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$106M 1,323,466 +995,862 +304%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$90.9M 1,131,560 -87,985 -7%
Osaic Holdings
9
Osaic Holdings
Arizona
$64.3M 800,001 +463,335 +138%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$49.1M 610,952 +19,169 +3%
LPL Financial
11
LPL Financial
California
$48.2M 600,625 +20,177 +3%
Ameriprise
12
Ameriprise
Minnesota
$41.5M 519,967 +26,424 +5%
MIS
13
Morningstar Investment Services
Illinois
$40.8M 504,970 -3,212 -0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$40.6M 504,937 -12,700 -2%
PCH
15
PGIM Custom Harvest
New Jersey
$37.8M 470,064 +123,303 +36%
RJA
16
Raymond James & Associates
Florida
$36.3M 451,618 +13,184 +3%
M&T Bank
17
M&T Bank
New York
$33.7M 418,989 -2,662 -0.6%
Stifel Financial
18
Stifel Financial
Missouri
$32.5M 404,364 +17,595 +5%
KIA
19
KCM Investment Advisors
California
$26.2M 325,590 +9,762 +3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$20.6M 256,234 -2,509 -1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$19.5M 242,649 -6 -0%
CAN
22
Cetera Advisor Networks
California
$18.5M 230,379 +133,646 +138%
SF
23
Synovus Financial
Georgia
$18.1M 224,943 +6,722 +3%
TAS
24
TIFF Advisory Services
Pennsylvania
$17.1M 213,451 – –
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$16.1M 200,951 -49,710 -20%
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