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Vanguard Financials ETF
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Overview Fund Activity

373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
7.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
49
Increased
119
Reduced
125
Closed
30
Calls
$1.31M
Puts
$492K
Net Calls
+$816K
Net Calls Change
+$256K

Top Buyers

1
AA
ALPS Advisors
Colorado
+$13M
2
MIS
Morningstar Investment Services
Illinois
+$11.6M
3
BFG
Bouchey Financial Group
New York
+$6.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.24M
5
TRCT
Tower Research Capital (TRC)
New York
+$5.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$172M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$118M
3
Ameriprise
Ameriprise
Minnesota
-$51.3M
4
KIM
Karpus Investment Management
New York
-$12.6M
5
Wells Fargo
Wells Fargo
California
-$7.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBC
226
Fairfield, Bush & Co
Connecticut
$300K -$40.4K -690 -12%
NEWAS
227
N.E.W. Advisory Services
Wisconsin
$294K – – –
VA
228
Valmark Advisers
Ohio
$294K +$72.5K +1,240 +33%
ECM
229
Evergreen Capital Management
Washington
$292K +$410 +7 +0.1%
Brown Advisory
230
Brown Advisory
Maryland
$292K +$292K +4,992 New
CC
231
Courier Capital
New York
$289K – – –
ACS
232
Archford Capital Strategies
Illinois
$287K -$122K -2,081 -30%
IWC
233
Integrated Wealth Concepts
Massachusetts
$285K -$12.6K -216 -4%
WP
234
WealthSource Partners
California
$281K -$15.8K -270 -5%
CAG
235
Crestwood Advisors Group
Massachusetts
$277K +$44.1K +754 +19%
CWM
236
Cornerstone Wealth Management
Missouri
$273K -$79.7K -1,363 -23%
NFSG
237
Newbridge Financial Services Group
Florida
$273K +$273K +4,662 New
MCWS
238
McKinley Carter Wealth Services
West Virginia
$268K +$176 +3 +0.1%
TC
239
TAP Consulting
Missouri
$264K -$218K -3,725 -45%
CFB
240
Cullen/Frost Bankers
Texas
$263K – – –
FHC
241
First Heartland Consultants
Missouri
$261K +$261K +4,465 New
HCC
242
Hirtle Callaghan & Co
Pennsylvania
$253K – – –
SPC
243
Sigma Planning Corp
Michigan
$250K -$8.66K -148 -3%
Comerica Bank
244
Comerica Bank
Texas
$249K – – –
IAMOG
245
Investors Asset Management of Georgia
Georgia
$246K -$5.02K -86 -2%
HIIFS
246
Harel Insurance Investments & Financial Services
Israel
$246K – – –
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$243K +$236K +4,040 +3,544%
IP
248
Investment Partners
Ohio
$241K – – –
FHA
249
Flagship Harbor Advisors
Massachusetts
$237K -$16K -274 -6%
LNB
250
Ledyard National Bank
$235K -$12.1K -207 -5%
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