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Vanguard Financials ETF
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Overview Fund Activity

243 hedge funds and large institutions have $2.61B invested in Vanguard Financials ETF in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 99 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+27
Holders Change %
+12.5%
% of All Funds
6.06%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
54
Increased
99
Reduced
54
Closed
24
Calls
$919K
Puts
$980K
Net Calls
-$61K
Net Calls Change
-$1.92M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$125M
2
APP
Avantax Planning Partners
Iowa
+$31.3M
3
Citigroup
Citigroup
New York
+$24.2M
4
UBS Group
UBS Group
Switzerland
+$17.2M
5
Wells Fargo
Wells Fargo
California
+$12.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$27.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$4.92M
3
RIG
Roosevelt Investment Group
New York
-$4.66M
4
PL
Polianta Ltd
Jersey
-$2.99M
5
RW
Rand Wealth
Maryland
-$2.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
226
Glassman Wealth Services
Virginia
$15K – – –
ASN
227
Advisory Services Network
Georgia
$14K +$14K +235 New
AF
228
Allworth Financial
California
$13K – – –
QAM
229
QCI Asset Management
New York
$12K – – –
RBC
230
Roble Belko & Company
Pennsylvania
$11K +$11K +177 New
WAM
231
Watermark Asset Management
California
$10K +$10K +162 New
LYV
232
Live Your Vision
Pennsylvania
$10K +$10K +168 New
UBS AM
233
UBS AM
Illinois
$8.65K +$8.65K +143 New
TCM
234
Tradewinds Capital Management
Washington
$6K +$6K +100 New
FPS
235
Fieldpoint Private Securities
Connecticut
$6K +$6K +100 New
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$5K +84 New
EA
237
Edge Advisors
Georgia
$4K – – –
CCM
238
Cribstone Capital Management
Maine
$4K – – –
SEI Investments
239
SEI Investments
Pennsylvania
$2K -$8K -104 -80%
BP
240
Ballentine Partners
Massachusetts
$1K – – –
AIM
241
Anchor Investment Management
South Carolina
$726 +$726 +12 New
AP
242
Advisors Preferred
Maryland
$15 -$76 -1,299 -83%
MPM
243
Meritage Portfolio Management
Kansas
– -$2.55M -42,950 Closed
PIM
244
Parasol Investment Management
Illinois
– -$2.41M -40,590 Closed
FMBTD
245
First Midwest Bank Trust Division
Illinois
– -$2.38M -40,065 Closed
PP
246
PagnatoKarp Partners
Virginia
– -$1.01M -17,045 Closed
SFS
247
Sowell Financial Services
Arkansas
– -$770K -12,346 Closed
PP
248
Pension Partners
New York
– -$622K -10,480 Closed
RSA
249
Robertson Stephens Advisors
California
– -$594K -10,000 Closed
HIIFS
250
Harel Insurance Investments & Financial Services
Israel
– -$540K -9,100 Closed
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