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Vanguard Financials ETF
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Overview Fund Activity

275 hedge funds and large institutions have $3.6B invested in Vanguard Financials ETF in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+15
Holders Change %
+5.77%
% of All Funds
6.87%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.4%
New
35
Increased
114
Reduced
67
Closed
16
Calls
$6.62M
Puts
$4.54M
Net Calls
+$2.08M
Net Calls Change
-$4.76M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.63B
2
Ameriprise
2
Ameriprise
Minnesota
$137M
3
Morgan Stanley
3
Morgan Stanley
New York
$212M
4
NSLI
4
Nan Shan Life Insurance
Taiwan
$6.41M
5
BCM
5
Brookstone Capital Management
Illinois
$6.06M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$334M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$40.5M
3
QIM
3
Quantitative Investment Management
Virginia
$12.7M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
226
Ropes Wealth Advisors
Massachusetts
$102K – – –
PA
227
Parallel Advisors
California
$101K -$10.5K -160 -9%
RFA
228
Reilly Financial Advisors
California
$100K – – –
AP
229
Advisors Preferred
Maryland
$95K +$95K +1,446 New
JCM
230
Jacobi Capital Management
Pennsylvania
$93K +$16.6K +251 +22%
KPCM
231
Kings Point Capital Management
New York
$80K – – –
NC
232
NewSquare Capital
Pennsylvania
$77K +$77K +1,172 New
CPIG
233
Chicago Partners Investment Group
Illinois
$75K – – –
PK
234
Pflug Koory
Nebraska
$71K -$19.6K -300 -22%
PCFFS
235
Pacific Center for Financial Services
California
$71K – – –
CGT
236
Capital Guardian Trust
California
$65K +$65K +998 New
PVH
237
Psagot Value Holdings
Israel
$63K – – –
SSB
238
Sandy Spring Bank
Maryland
$56K -$32.3K -500 -37%
VIA
239
Vantage Investment Advisors
Pennsylvania
$54K – – –
IP
240
Intellectus Partners
California
$53K – – –
AWM
241
AllSquare Wealth Management
New York
$46K – – –
SBL
242
Sargent Bickham Lagudis
Colorado
$45K – – –
BCI
243
Brinker Capital Investments
Pennsylvania
$43K – – –
ASN
244
Advisory Services Network
Georgia
$40K +$6.59K +100 +20%
FPB
245
First PREMIER Bank
South Dakota
$39K – – –
RBA
246
Richard Bernstein Advisors
New York
$37K – – –
BTIS
247
BB&T Investment Services
North Carolina
$37K +$10.5K +155 +40%
MWM
248
Mascoma Wealth Management
New Hampshire
$35K – – –
AC
249
Alexandria Capital
Virginia
$34K – – –
M
250
MOTCO
Texas
$30K -$9.2K -142 -23%
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10
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