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Vanguard Financials ETF
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Overview Fund Activity

621 hedge funds and large institutions have $5.02B invested in Vanguard Financials ETF in 2024 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 192 increasing their positions, 206 reducing their positions, and 47 closing their positions.

Holders
621
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
9%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
85
Increased
192
Reduced
206
Closed
47
Calls
$8.55M
Puts
$1.56M
Net Calls
+$6.98M
Net Calls Change
+$1.93M

Top Buyers

1
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$170M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$122M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$40M
4
EWG
4
Executive Wealth Group
Washington
$31.6M
5
PCH
5
PGIM Custom Harvest
New Jersey
$67.4M

Top Sellers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$279M
3
UBS Group
3
UBS Group
Switzerland
$0
4
AP
4
Advisors Preferred
Maryland
$29.1K
5
MIS
5
Morningstar Investment Services
Illinois
$28M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.44B 23,817,609 -456,977 -2%
Morgan Stanley
2
Morgan Stanley
New York
$279M 2,724,919 -2,719,295 -50%
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$170M 1,671,708 +1,125,795 +206%
Wells Fargo
4
Wells Fargo
California
$146M 1,428,685 -9,204 -0.6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$122M 1,189,940 +750,785 +171%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$112M 1,098,114 -20,095 -2%
PCH
7
PGIM Custom Harvest
New Jersey
$67.4M 657,822 +120,228 +22%
LPL Financial
8
LPL Financial
California
$61.3M 598,767 +300 +0.1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$58.9M 575,085 -659 -0.1%
Stifel Financial
10
Stifel Financial
Missouri
$54.2M 529,118 +108,339 +26%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$53.3M 520,685 -6,367 -1%
Ameriprise
12
Ameriprise
Minnesota
$49.5M 482,911 -24,313 -5%
RJA
13
Raymond James & Associates
Florida
$44.2M 431,234 -17,769 -4%
M&T Bank
14
M&T Bank
New York
$41.4M 404,134 -11,074 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$40M 390,808 +342,131 +703%
KIA
16
KCM Investment Advisors
California
$36.5M 356,950 +13,357 +4%
EWG
17
Executive Wealth Group
Washington
$31.6M 322,226 +214,905 +200%
Osaic Holdings
18
Osaic Holdings
Arizona
$31.6M 308,062 -58,887 -16%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$28.3M 276,674 -68,855 -20%
MIS
20
Morningstar Investment Services
Illinois
$28M 274,676 -543,943 -66%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$24.6M 240,348 -374 -0.2%
CAN
22
Cetera Advisor Networks
California
$24.3M 237,457 +95,980 +68%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$24.3M 236,979 -11,701 -5%
SF
24
Synovus Financial
Georgia
$23.3M 227,362 -874 -0.4%
TAS
25
TIFF Advisory Services
Pennsylvania
$21.9M 213,451 – –
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