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Vanguard Financials ETF
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Overview Fund Activity

442 hedge funds and large institutions have $4.23B invested in Vanguard Financials ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 123 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+69
Holders Change %
+18.5%
% of All Funds
7.84%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
100
Increased
123
Reduced
142
Closed
24
Calls
$2M
Puts
$634K
Net Calls
+$1.36M
Net Calls Change
+$548K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$153M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$50.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38M
4
Morgan Stanley
Morgan Stanley
New York
+$24.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$14.6M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$36M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
4
Truist Financial
Truist Financial
North Carolina
-$8.74M
5
HighTower Advisors
HighTower Advisors
Illinois
-$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
226
Cetera Advisors
Colorado
$382K -$30K -411 -7%
MFG
227
Magnus Financial Group
New York
$380K -$73 -1 -0%
Deutsche Bank
228
Deutsche Bank
Germany
$375K -$32.6K -447 -8%
VA
229
Valmark Advisers
Ohio
$375K +$8.53K +117 +2%
Brown Advisory
230
Brown Advisory
Maryland
$375K +$11.2K +154 +3%
AIM
231
Anchor Investment Management
South Carolina
$375K -$26.8K -368 -7%
SB
232
Simmons Bank
Arkansas
$373K -$3.64K -50 -1%
FBC
233
Fairfield, Bush & Co
Connecticut
$373K – – –
ECM
234
Evergreen Capital Management
Washington
$364K +$510 +7 +0.1%
FHC
235
First Heartland Consultants
Missouri
$363K +$37.4K +513 +11%
RF
236
Rollins Financial
Georgia
$362K +$362K +4,969 New
MFGM
237
Marshall Financial Group (Maryland)
Maryland
$359K +$359K +4,929 New
IWC
238
Integrated Wealth Concepts
Massachusetts
$358K +$2.41K +33 +0.7%
PA
239
PFG Advisors
Arizona
$355K +$101K +1,390 +40%
NFSG
240
Newbridge Financial Services Group
Florida
$354K +$14.6K +201 +4%
UR
241
USCA RIA
Texas
$348K +$348K +4,777 New
CC
242
Courier Capital
New York
$342K – – –
OC
243
Oppenheimer & Co
New York
$336K +$336K +4,616 New
CW
244
CreativeOne Wealth
Kansas
$327K +$327K +4,490 New
CWM
245
Cornerstone Wealth Management
Missouri
$321K -$19K -261 -6%
MCWS
246
McKinley Carter Wealth Services
West Virginia
$321K -$12.8K -176 -4%
TC
247
TAP Consulting
Missouri
$318K -$10K -138 -3%
SBSB
248
Sullivan, Bruyette, Speros & Blaney
Virginia
$316K +$153K +2,100 +94%
HCC
249
Hirtle Callaghan & Co
Pennsylvania
$315K – – –
BAM
250
Belpointe Asset Management
Nevada
$312K -$69.2K -950 -18%
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