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Vanguard Financials ETF
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Overview Fund Activity

590 hedge funds and large institutions have $5.56B invested in Vanguard Financials ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 151 increasing their positions, 220 reducing their positions, and 38 closing their positions.

Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
8.65%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
91
Increased
151
Reduced
220
Closed
38
Calls
$5.41M
Puts
$360K
Net Calls
+$5.05M
Net Calls Change
-$379K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$502M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$741M
3
AP
3
Advisors Preferred
Maryland
$59.5M
4
MIS
4
Morningstar Investment Services
Illinois
$75.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$31.9M

Top Sellers

1
LWM
1
Liberty Wealth Management
California
$1.09M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$33.9M
5
Wells Fargo
5
Wells Fargo
California
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.24B 24,274,586 +1,508 +0%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$741M 8,027,467 +1,196,096 +18%
Morgan Stanley
3
Morgan Stanley
New York
$502M 5,444,214 +2,763,765 +103%
UBS Group
4
UBS Group
Switzerland
$160M 1,729,018 -12,435 -0.7%
Wells Fargo
5
Wells Fargo
California
$133M 1,437,889 -191,923 -12%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$103M 1,118,209 -13,351 -1%
MIS
7
Morningstar Investment Services
Illinois
$75.9M 818,619 +313,649 +62%
AP
8
Advisors Preferred
Maryland
$59.5M 645,013 +645,013 New
LPL Financial
9
LPL Financial
California
$55.2M 598,467 -2,158 -0.4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$53.1M 575,744 -35,208 -6%
BCMIO
11
Beacon Capital Management Inc (Ohio)
Ohio
$50.4M 545,913 -1,863,445 -77%
PCH
12
PGIM Custom Harvest
New Jersey
$49.6M 537,594 +67,530 +14%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$48.6M 527,052 +22,115 +4%
Ameriprise
14
Ameriprise
Minnesota
$46.8M 507,224 -12,743 -2%
RJA
15
Raymond James & Associates
Florida
$41.4M 449,003 -2,615 -0.6%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$40.5M 439,155 -884,311 -67%
Stifel Financial
17
Stifel Financial
Missouri
$38.8M 420,779 +16,415 +4%
M&T Bank
18
M&T Bank
New York
$38.3M 415,208 -3,781 -0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$33.9M 366,949 -433,052 -54%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$31.9M 345,529 +198,914 +136%
KIA
21
KCM Investment Advisors
California
$31.7M 343,593 +18,003 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$22.9M 248,680 +6,031 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$22.2M 240,722 -15,512 -6%
SF
24
Synovus Financial
Georgia
$21.1M 228,236 +3,293 +1%
TAS
25
TIFF Advisory Services
Pennsylvania
$19.7M 213,451 – –
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