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Vanguard Financials ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.16B invested in Vanguard Financials ETF in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 92 increasing their positions, 132 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
-7
Holders Change %
-1.92%
% of All Funds
7.84%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
39
Increased
92
Reduced
132
Closed
42
Calls
$3.17M
Puts
$456K
Net Calls
+$2.71M
Net Calls Change
-$94K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$419M
2
SB
Suntrust Banks
Georgia
$28.4M
3
PL
Polianta Ltd
Jersey
$11.6M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$32.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.75M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.94B
2
Ameriprise
Ameriprise
Minnesota
$48.2M
3
UBS Group
UBS Group
Switzerland
$136M
4
DOA
D'Orazio & Associates
Virginia
$15.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$274M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
226
Integrated Wealth Concepts
Massachusetts
$316K +$84.3K +1,206 +36%
CFB
227
Cullen/Frost Bankers
Texas
$315K – – –
CC
228
Courier Capital
New York
$315K – – –
NSIM
229
North Star Investment Management
Illinois
$300K – – –
FIM
230
Fernwood Investment Management
Massachusetts
$300K +$300K +4,281 New
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$297K -$1.42M -20,251 -83%
WA
232
WP Advisors
California
$286K – – –
RBC
233
Roble Belko & Company
Pennsylvania
$284K -$75.5K -1,077 -21%
MCM
234
Murphy Capital Management
New Jersey
$282K +$37K +530 +15%
IA
235
IFG Advisory
Georgia
$277K -$134K -1,915 -33%
CAL
236
Capital Analysts LLC
Pennsylvania
$275K +$14.2K +204 +5%
WT
237
Whittier Trust
California
$272K – – –
MWP
238
MYCIO Wealth Partners
Pennsylvania
$271K -$20.3K -290 -7%
HH
239
Hilltop Holdings
Texas
$270K +$26.6K +379 +11%
PCG
240
Private Capital Group
Connecticut
$267K – – –
TCPWM
241
Traverso Chambers Private Wealth Management
California
$264K – – –
CIC
242
Carnegie Investment Counsel
Ohio
$263K – – –
MC
243
Moors & Cabot
Massachusetts
$263K +$263K +3,738 New
OWD
244
Osborn Williams & Donohoe
Ohio
$262K -$9.46K -135 -3%
AWA
245
Arete Wealth Advisors
Illinois
$257K -$35.2K -504 -12%
BAM
246
Belpointe Asset Management
Nevada
$252K -$12.9K -185 -5%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$244K -$5.74K -82 -2%
EVM
248
Eaton Vance Management
Massachusetts
$234K – – –
RWA
249
Ropes Wealth Advisors
Massachusetts
$234K +$104K +1,490 +80%
QT
250
Quantbot Technologies
New York
$233K +$233K +3,341 New
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