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Vanguard Financials ETF
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Overview Fund Activity

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$4K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$199M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$169M
3
NFC
Northeast Financial Consultants
Connecticut
$19.3M
4
SB
Suntrust Banks
Georgia
$13.5M
5
RJA
Raymond James & Associates
Florida
$26.2M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$6.32M
2
Ameriprise
Ameriprise
Minnesota
$89.1M
3
JPLA
Joseph P. Lucia & Associates
New York
$156K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$278M
5
UBS Group
UBS Group
Switzerland
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
226
Ameritas Investment Company
Nebraska
$334K -$6.81M -98,735 -95%
PAS
227
Partnervest Advisory Services
California
$328K -$204K -2,950 -38%
WA
228
Wealthstar Advisors
Texas
$327K +$208 +3 +0.1%
CC
229
Courier Capital
New York
$324K -$17.3K -250 -5%
LNC
230
Lincoln National Corp
Pennsylvania
$320K +$1.72K +25 +0.5%
BFA
231
Bragg Financial Advisors
North Carolina
$318K -$3.8K -55 -1%
IAMOG
232
Investors Asset Management of Georgia
Georgia
$315K -$20.4K -296 -6%
KeyBank National Association
233
KeyBank National Association
Ohio
$314K -$2.55K -37 -0.8%
CFB
234
Cullen/Frost Bankers
Texas
$311K – – –
FCA
235
FinTrust Capital Advisors
South Carolina
$304K -$38K -550 -11%
MAFM
236
Mid Atlantic Financial Management
Pennsylvania
$304K -$22.3K -322 -7%
MFG
237
MidWestOne Financial Group
Iowa
$304K +$304K +4,404 New
TSS
238
Two Sigma Securities
New York
$298K +$298K +4,313 New
NSIM
239
North Star Investment Management
Illinois
$296K +$69 +1 +0%
MWP
240
MYCIO Wealth Partners
Pennsylvania
$288K -$9.19K -133 -3%
AWA
241
Arete Wealth Advisors
Illinois
$288K +$39.1K +568 +16%
WA
242
WP Advisors
California
$282K +$1.59K +23 +0.6%
PPA
243
Parametric Portfolio Associates
Washington
$280K -$27.4K -397 -9%
WLIM
244
White Lighthouse Investment Management
Massachusetts
$277K -$129K -1,875 -32%
CFG
245
CMC Financial Group
Georgia
$276K – – –
CBT
246
Capital Bank & Trust
California
$271K – – –
FHA
247
Flagship Harbor Advisors
Massachusetts
$269K +$10.5K +152 +4%
WT
248
Whittier Trust
California
$268K – – –
OWD
249
Osborn Williams & Donohoe
Ohio
$267K -$3.45K -50 -1%
LFAS
250
Level Four Advisory Services
Texas
$262K -$6.5K -94 -2%
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