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Vanguard Financials ETF
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Overview Fund Activity

625 hedge funds and large institutions have $5.73B invested in Vanguard Financials ETF in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 204 increasing their positions, 206 reducing their positions, and 35 closing their positions.

Holders
625
Holders Change
+14
Holders Change %
+2.29%
% of All Funds
9.04%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
56
Increased
204
Reduced
206
Closed
35
Calls
$4.75M
Puts
$1.15M
Net Calls
+$3.6M
Net Calls Change
-$3.23M

Top Buyers

1
AP
1
Advisors Preferred
Maryland
$32.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$138M
3
SF
3
Synovus Financial
Georgia
$48.7M
4
Ameriprise
4
Ameriprise
Minnesota
$65.3M
5
EDRH
5
Edmond de Rothschild Holding
Switzerland
$14.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.57B
2
A
2
Allianz
Germany
$17.8K
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$167M
4
MFG
4
Marmo Financial Group
Tennessee
$3.3M
5
Wells Fargo
5
Wells Fargo
California
$150M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.57B 23,404,890 -128,607 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$303M 2,752,287 -9,172 -0.3%
UBS Group
3
UBS Group
Switzerland
$207M 1,879,626 +126,793 +7%
BCMIO
4
Beacon Capital Management Inc (Ohio)
Ohio
$167M 1,519,852 -79,556 -5%
Wells Fargo
5
Wells Fargo
California
$150M 1,366,526 -36,923 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$138M 1,259,691 +219,122 +21%
PCH
7
PGIM Custom Harvest
New Jersey
$123M 1,123,061 +95,777 +9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$118M 1,074,973 -4,928 -0.5%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$102M 924,677 +41,153 +5%
LPL Financial
10
LPL Financial
California
$72.4M 659,138 +6,165 +0.9%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$66.6M 605,552 +4,737 +0.8%
Ameriprise
12
Ameriprise
Minnesota
$65.3M 594,600 +134,287 +29%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$60.7M 552,533 +43,500 +9%
RJA
14
Raymond James & Associates
Florida
$51.4M 468,100 -3,864 -0.8%
SF
15
Synovus Financial
Georgia
$48.7M 443,222 +219,120 +98%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$48.5M 441,359 +79,684 +22%
Stifel Financial
17
Stifel Financial
Missouri
$47.6M 433,070 +8,462 +2%
M&T Bank
18
M&T Bank
New York
$39.9M 363,441 -31,613 -8%
KIA
19
KCM Investment Advisors
California
$39.5M 358,998 +1,706 +0.5%
AP
20
Advisors Preferred
Maryland
$32.9M 301,595 +301,595 New
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$30.4M 276,382 +22,376 +9%
MIS
22
Morningstar Investment Services
Illinois
$26.7M 243,799 -8,268 -3%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$25.4M 230,675 -5,190 -2%
Osaic Holdings
24
Osaic Holdings
Arizona
$24.6M 224,019 -5,824 -3%
TAS
25
TIFF Advisory Services
Pennsylvania
$23.5M 213,451 – –
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