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Vanguard Financials ETF
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Overview Fund Activity

403 hedge funds and large institutions have $4.85B invested in Vanguard Financials ETF in 2019 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+46
Holders Change %
+12.89%
% of All Funds
7.96%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.3%
New
86
Increased
127
Reduced
119
Closed
34
Calls
$2.23M
Puts
$1.58M
Net Calls
+$650K
Net Calls Change
-$2.06M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$232M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$556M
3
UIM
USS Investment Management
United Kingdom
$48.3M
4
Truist Financial
Truist Financial
North Carolina
$34.2M
5
Morgan Stanley
Morgan Stanley
New York
$215M

Top Sellers

1
M&T Bank
M&T Bank
New York
$0
2
Bank of America
Bank of America
North Carolina
$2.08B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RJFSA
Raymond James Financial Services Advisors
Florida
$27.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
251
Financial Advocates Investment Management
Washington
$336K -$17K -212 -5%
BWA
252
BDO Wealth Advisors
Florida
$329K +$99.6K +1,305 +43%
NSIM
253
North Star Investment Management
Illinois
$327K +$152 +2 +0%
Bank of Montreal
254
Bank of Montreal
Ontario, Canada
$321K -$2.59K -34 -0.8%
MC
255
Moors & Cabot
Massachusetts
$321K +$32.8K +426 +11%
CWM
256
CCG Wealth Management
California
$317K -$122K -1,594 -28%
MCM
257
Murphy Capital Management
New Jersey
$315K +$7.61K +100 +2%
RBC
258
Roble Belko & Company
Pennsylvania
$309K +$76 +1 +0%
CAL
259
Capital Analysts LLC
Pennsylvania
$307K +$6.34K +83 +2%
CIC
260
Carnegie Investment Counsel
Ohio
$307K +$20K +262 +7%
WT
261
Whittier Trust
California
$297K – – –
JWCA
262
J.W. Cole Advisors
Florida
$294K +$294K +3,853 New
BWM
263
BerganKDV Wealth Management
Minnesota
$290K +$290K +3,806 New
NEWAS
264
N.E.W. Advisory Services
Wisconsin
$290K +$290K +3,812 New
TCPWM
265
Traverso Chambers Private Wealth Management
California
$288K – – –
WA
266
WP Advisors
California
$287K -$25.3K -331 -8%
AWA
267
Arete Wealth Advisors
Illinois
$285K +$4.88K +64 +2%
SB
268
Strategic Blueprint
Georgia
$285K +$285K +3,731 New
BOM
269
Bank of Marin
California
$277K +$277K +3,635 New
MWM
270
Mission Wealth Management
California
$272K +$31.9K +417 +13%
IF
271
Insight Folios
North Carolina
$269K +$269K +3,532 New
FI
272
FormulaFolio Investments
Michigan
$268K +$268K +3,515 New
HTC
273
Haverford Trust Company
Pennsylvania
$267K +$45.8K +602 +21%
SAM
274
Secure Asset Management
Michigan
$267K +$267K +3,501 New
PCG
275
Private Capital Group
Connecticut
$264K -$24.9K -327 -9%
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