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Vanguard Financials ETF
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Overview Fund Activity

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$4K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$37.8M
3
NFC
Northeast Financial Consultants
Connecticut
+$18.9M
4
SB
Suntrust Banks
Georgia
+$8.65M
5
RJA
Raymond James & Associates
Florida
+$6.25M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$52.2M
2
Ameriprise
Ameriprise
Minnesota
-$32M
3
JPLA
Joseph P. Lucia & Associates
New York
-$11.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
5
UBS Group
UBS Group
Switzerland
-$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPWM
251
Traverso Chambers Private Wealth Management
California
$262K – – –
BAM
252
Belpointe Asset Management
Nevada
$261K +$261K +3,786 New
CIC
253
Carnegie Investment Counsel
Ohio
$260K +$7.33K +106 +3%
CAL
254
Capital Analysts LLC
Pennsylvania
$258K +$80.2K +1,160 +45%
PCG
255
Private Capital Group
Connecticut
$257K – – –
QIM
256
Quantitative Investment Management
Virginia
$256K +$256K +3,723 New
PWM
257
Perigon Wealth Management
California
$249K -$48.4K -703 -16%
BFEC
258
Benjamin F. Edwards & Company
Missouri
$246K -$185K -2,677 -43%
CAG
259
Crestwood Advisors Group
Massachusetts
$246K +$246K +3,571 New
GWM
260
Geneos Wealth Management
Colorado
$245K – – –
MCM
261
Murphy Capital Management
New Jersey
$242K -$24.1K -350 -9%
HH
262
Hilltop Holdings
Texas
$240K +$240K +3,475 New
SMFS
263
Squar Milner Financial Services
California
$237K -$156K -2,264 -40%
EVM
264
Eaton Vance Management
Massachusetts
$231K – – –
ESB
265
Essex Savings Bank
Connecticut
$231K +$110K +1,600 +91%
IWC
266
Integrated Wealth Concepts
Massachusetts
$229K +$4.15K +60 +2%
FFG
267
Frisch Financial Group
New York
$224K -$11.7K -169 -5%
CT
268
Cambridge Trust
Massachusetts
$224K – – –
FCFC
269
First Commonwealth Financial Corp
Pennsylvania
$221K – – –
CA
270
Cornerstone Advisory
Maryland
$221K – – –
GC
271
Garde Capital
Washington
$220K – – –
FFN
272
Focus Financial Network
Minnesota
$220K -$215K -3,115 -49%
MWM
273
Mission Wealth Management
California
$217K +$217K +3,143 New
BWA
274
BDO Wealth Advisors
Florida
$213K +$9.68K +140 +5%
CG
275
Caprock Group
Idaho
$210K +$210K +3,047 New
9 10
11
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