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Vanguard Financials ETF
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Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
226
Simmons Bank
Arkansas
$329K – – –
ASN
227
Advisory Services Network
Georgia
$328K – – –
CC
228
Courier Capital
New York
$319K – – –
FCA
229
FinTrust Capital Advisors
South Carolina
$319K – – –
IAMOG
230
Investors Asset Management of Georgia
Georgia
$313K – – –
BRWA
231
B. Riley Wealth Advisors
Florida
$308K -$22.1K -342 -7%
MAFM
232
Mid Atlantic Financial Management
Pennsylvania
$305K -$51.2K -792 -14%
WA
233
Wealthstar Advisors
Texas
$303K +$6.7K +104 +2%
FWM
234
Frontier Wealth Management
Missouri
$302K -$87.6K -1,356 -22%
BFA
235
Bragg Financial Advisors
North Carolina
$301K +$18.1K +280 +6%
LNC
236
Lincoln National Corp
Pennsylvania
$298K +$1.61K +25 +0.5%
PWM
237
Perigon Wealth Management
California
$297K -$134K -1,948 -31%
KeyBank National Association
238
KeyBank National Association
Ohio
$296K +$296K +4,590 New
IA
239
IFP Advisors
Florida
$290K -$602K -9,286 -67%
CFB
240
Cullen/Frost Bankers
Texas
$290K -$2.19K -34 -0.7%
PPA
241
Parametric Portfolio Associates
Washington
$288K -$145K -2,240 -33%
AB
242
AT Bancorp
Iowa
$284K – – –
PCA
243
Personal Capital Advisors
California
$281K -$151K -2,336 -35%
Citadel Advisors
244
Citadel Advisors
Florida
$281K +$281K +4,353 New
NSIM
245
North Star Investment Management
Illinois
$277K +$65 +1 +0%
MWP
246
MYCIO Wealth Partners
Pennsylvania
$277K +$193 +3 +0.1%
FHC
247
First Heartland Consultants
Missouri
$267K -$63.7K -988 -19%
OWD
248
Osborn Williams & Donohoe
Ohio
$263K -$8.04K -120 -3%
GRP
249
Global Retirement Partners
California
$259K -$1.35K -21 -0.5%
CFG
250
CMC Financial Group
Georgia
$258K +$258K +3,999 New
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