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Vanguard Financials ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.36B invested in Vanguard Financials ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
8.44%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.33%
New
72
Increased
103
Reduced
135
Closed
62
Calls
$2.03M
Puts
$1.49M
Net Calls
+$540K
Net Calls Change
-$2.53M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.5M
2
NFC
Northeast Financial Consultants
Connecticut
+$9.23M
3
CS
Credit Suisse
Switzerland
+$6.07M
4
WCP
Welch Capital Partners
New York
+$5.59M
5
EGA
Eagle Global Advisors
Texas
+$5.56M

Top Sellers

1
CM
Churchill Management
California
-$233M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$168M
3
Bank of America
Bank of America
North Carolina
-$118M
4
Ameriprise
Ameriprise
Minnesota
-$41.2M
5
SEIA
Signature Estate & Investment Advisors
California
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
251
Global Retirement Partners
California
$240K -$27.9K -469 -10%
WA
252
WP Advisors
California
$240K -$10.6K -179 -4%
OWD
253
Osborn Williams & Donohoe
Ohio
$240K -$593 -10 -0.2%
WIM
254
Westside Investment Management
California
$238K – – –
CBT
255
Capital Bank & Trust
California
$233K – – –
MCM
256
Murphy Capital Management
New Jersey
$230K -$59.3K -1,000 -21%
LFAS
257
Level Four Advisory Services
Texas
$230K -$58.8K -993 -20%
MIH
258
Madison Investment Holdings
Wisconsin
$225K -$6.88M -115,629 -97%
PCG
259
Private Capital Group
Connecticut
$225K – – –
TCPWM
260
Traverso Chambers Private Wealth Management
California
$224K +$224K +3,771 New
FHA
261
Flagship Harbor Advisors
Massachusetts
$223K -$13.4K -226 -6%
GC
262
Garde Capital
Washington
$219K – – –
FI
263
FormulaFolio Investments
Michigan
$217K – – –
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$217K +$100K +1,688 +86%
PFA
265
Pure Financial Advisors
California
$217K +$217K +3,655 New
CIC
266
Carnegie Investment Counsel
Ohio
$210K +$210K +3,539 New
CL
267
Choreo LLC
Illinois
$209K -$45.5K -767 -18%
EWA
268
EP Wealth Advisors
California
$209K +$59 +1 +0%
CA
269
Cornerstone Advisory
Maryland
$202K +$202K +3,400 New
IA
270
IFG Advisory
Georgia
$201K -$152K -2,571 -43%
HA
271
Harfst & Associates
Wyoming
$201K – – –
KPCM
272
Kings Point Capital Management
New York
$171K +$47.6K +800 +39%
HNB
273
Huntington National Bank
Ohio
$166K -$190K – –
RFC
274
Regions Financial Corp
Alabama
$133K +$20.4K +344 +18%
CAC
275
Certified Advisory Corp
Florida
$128K +$296 +5 +0.2%
9 10
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