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Vanguard Financials ETF
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Overview Fund Activity

260 hedge funds and large institutions have $2.52B invested in Vanguard Financials ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+17
Holders Change %
+7%
% of All Funds
6.49%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
40
Increased
95
Reduced
73
Closed
20
Calls
$7.51M
Puts
$676K
Net Calls
+$6.84M
Net Calls Change
+$6.9M

Top Buyers

1
QIM
1
Quantitative Investment Management
Virginia
$17.2M
2
APP
2
Avantax Planning Partners
Iowa
$47.4M
3
DOA
3
D'Orazio & Associates
Virginia
$14.1M
4
Wells Fargo
4
Wells Fargo
California
$76.1M
5
Ameriprise
5
Ameriprise
Minnesota
$46.9M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$798M
2
Citigroup
2
Citigroup
New York
$24.9M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$11.4M
4
CS
4
Credit Suisse
Switzerland
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$331M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
251
Wealthspire Advisors (Maryland)
Maryland
$10K +$10K +163 New
QAM
252
QCI Asset Management
New York
$8K -$4.8K -75 -38%
BlackRock
253
BlackRock
New York
$6K -$31K -465 -84%
FPS
254
Fieldpoint Private Securities
Connecticut
$6K – – –
CDIA
255
Capital Directions Investment Advisors
Georgia
$6K +$6K +89 New
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
CAPTRUST Financial Advisors
257
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +81 New
1832 Asset Management
258
1832 Asset Management
Ontario, Canada
$4K +$4K +70 New
CCM
259
Cribstone Capital Management
Maine
$2K -$2K -35 -50%
IWM
260
IHT Wealth Management
Illinois
$49 -$1 -434 -3%
CS
261
Credit Suisse
Switzerland
– -$14.3M -237,045 Closed
Susquehanna International Group
262
Susquehanna International Group
Pennsylvania
– -$3.81M -63,022 Closed
Jane Street
263
Jane Street
New York
– -$1.49M -24,566 Closed
DHFB
264
Dixon Hubard Feinour & Brown
Virginia
– -$1.17M -19,280 Closed
FAB
265
First American Bank
Illinois
– -$669K -11,070 Closed
Lazard Asset Management
266
Lazard Asset Management
New York
– -$373K -6,170 Closed
IAA
267
Independent Advisor Alliance
North Carolina
– -$290K -4,865 Closed
Mariner
268
Mariner
Kansas
– -$287K -4,746 Closed
KM
269
Kalos Management
Georgia
– -$285K -4,705 Closed
NG
270
Northstar Group
New York
– -$269K -4,475 Closed
FCI
271
Financial Counselors Inc
Kansas
– -$259K -4,288 Closed
FSA
272
Franklin Street Advisors
North Carolina
– -$243K -4,026 Closed
CG
273
Cutler Group
California
– -$148K -2,455 Closed
PS
274
Portfolio Solutions
Michigan
– -$32K -528 Closed
CAG
275
Crestwood Advisors Group
Massachusetts
– -$30K -500 Closed
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