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Vanguard Financials ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$17.2M
2
APP
2
Avantax Planning Partners
Iowa
$47.4M
3
DOA
3
D'Orazio & Associates
Virginia
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$76.1M
5
Ameriprise
5
Ameriprise
Minnesota
$46.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798M
2
Citigroup
2
Citigroup
New York
$24.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
226
Intellectus Partners
California
$51K – – –
AWM
227
AllSquare Wealth Management
New York
$44K – – –
SBL
228
Sargent Bickham Lagudis
Colorado
$43K +$43K +683 New
BCI
229
Brinker Capital Investments
Pennsylvania
$41K -$3.3K -53 -7%
M
230
MOTCO
Texas
$38K – – –
FPB
231
First PREMIER Bank
South Dakota
$38K – – –
HT
232
Heritage Trust
Oklahoma
$37K – – –
RBA
233
Richard Bernstein Advisors
New York
$35K +$11.7K +189 +50%
MWM
234
Mascoma Wealth Management
New Hampshire
$33K – – –
AC
235
Alexandria Capital
Virginia
$32K +$8.22K +133 +35%
ASN
236
Advisory Services Network
Georgia
$32K +$17.2K +272 +116%
EWM
237
Edge Wealth Management
New York
$29K – – –
BBHC
238
Brown Brothers Harriman & Co
New York
$29K +$29K +464 New
PMFA
239
Plante Moran Financial Advisors
Michigan
$28K -$20.3K -320 -42%
First Manhattan
240
First Manhattan
New York
$28K – – –
RCA
241
Rowland Carmichael Advisors
Arizona
$27K +$27K +425 New
BTIS
242
BB&T Investment Services
North Carolina
$24K +$24K +391 New
EWM
243
Evercore Wealth Management
New York
$23K – – –
GWS
244
Glassman Wealth Services
Virginia
$15K – – –
AF
245
Allworth Financial
California
$14K – – –
RBC
246
Roble Belko & Company
Pennsylvania
$12K +$581 +9 +5%
SAM
247
Shamrock Asset Management
Texas
$12K +$12K +189 New
LYV
248
Live Your Vision
Pennsylvania
$11K – – –
WAM
249
Watermark Asset Management
California
$10K – – –
PFP
250
Pinnacle Financial Partners
Tennessee
$10K +$10K +154 New
8 9
10
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