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Vanguard Financials ETF
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Overview Fund Activity

699 hedge funds and large institutions have $6.83B invested in Vanguard Financials ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 247 increasing their positions, 184 reducing their positions, and 35 closing their positions.

Holders
699
Holders Change
+74
Holders Change %
+11.84%
% of All Funds
9.31%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.35%
New
120
Increased
247
Reduced
184
Closed
35
Calls
$5.68M
Puts
$543K
Net Calls
+$5.14M
Net Calls Change
+$1.54M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$131M
2
Morgan Stanley
2
Morgan Stanley
New York
$377M
3
Wells Fargo
3
Wells Fargo
California
$187M
4
A
4
Allianz
Germany
$21.7M
5
PP
5
Prudential plc
United Kingdom
$20M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$51.7M
2
Bank of America
2
Bank of America
North Carolina
$2.72B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$121M
4
SF
4
Synovus Financial
Georgia
$25.6M
5
MIS
5
Morningstar Investment Services
Illinois
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.72B 23,003,658 -401,232 -2%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$602M 5,103 -20 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$377M 3,195,672 +443,385 +16%
UBS Group
4
UBS Group
Switzerland
$227M 1,920,782 +41,156 +2%
Wells Fargo
5
Wells Fargo
California
$187M 1,582,629 +216,103 +16%
BCMIO
6
Beacon Capital Management Inc (Ohio)
Ohio
$169M 1,430,014 -89,838 -6%
PCH
7
PGIM Custom Harvest
New Jersey
$140M 1,184,343 +61,282 +5%
Raymond James Financial
8
Raymond James Financial
Florida
$131M 1,105,688 +1,105,688 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$126M 1,063,681 -11,292 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$121M 1,026,495 -233,196 -19%
LPL Financial
11
LPL Financial
California
$89.5M 758,255 +99,117 +15%
Ameriprise
12
Ameriprise
Minnesota
$81.7M 692,267 +97,667 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$62.1M 526,304 -26,229 -5%
Stifel Financial
14
Stifel Financial
Missouri
$53.1M 449,443 +16,373 +4%
AP
15
Advisors Preferred
Maryland
$52.6M 446,507 +144,912 +48%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$51.7M 437,817 -486,860 -53%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$48.6M 411,837 -29,522 -7%
M&T Bank
18
M&T Bank
New York
$42.8M 362,356 -1,085 -0.3%
KIA
19
KCM Investment Advisors
California
$40.4M 342,212 -16,786 -5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$33.6M 284,403 +8,021 +3%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$28.1M 237,861 +7,186 +3%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$25.9M 220,303 +23,611 +12%
SF
23
Synovus Financial
Georgia
$25.6M 216,909 -226,313 -51%
TAS
24
TIFF Advisory Services
Pennsylvania
$25.2M 213,451 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$25.1M 212,166 -11,853 -5%
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