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Vanguard Financials ETF
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Overview Fund Activity

358 hedge funds and large institutions have $3.48B invested in Vanguard Financials ETF in 2020 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 83 increasing their positions, 151 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+12
Holders Change %
+3.47%
% of All Funds
7.36%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.18%
New
57
Increased
83
Reduced
151
Closed
39
Calls
$1.32M
Puts
$762K
Net Calls
+$560K
Net Calls Change
+$309K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
2
MIM
Morningstar Investment Management
Illinois
+$35.4M
3
MIS
Morningstar Investment Services
Illinois
+$30.3M
4
KIM
Karpus Investment Management
New York
+$12.6M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$11.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$131M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$45.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$39.8M
4
KIA
KCM Investment Advisors
California
-$7.78M
5
CS
Credit Suisse
Switzerland
-$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$208K +$34.3K +610 +20%
WS
252
Wedbush Securities
California
$207K +$207K +3,625 New
BOM
253
Bank of Marin
California
$204K +$204K +3,561 New
WT
254
Whittier Trust
California
$198K -$13.8K -240 -6%
PCG
255
Private Capital Group
Connecticut
$198K – – –
IA
256
IndexIQ Advisors
New York
$193K -$136K -2,383 -41%
Bank of Montreal
257
Bank of Montreal
Ontario, Canada
$192K -$41.4K -744 -18%
PA
258
Parallel Advisors
California
$192K -$7.86K -138 -4%
RDWM
259
Red Door Wealth Management
Tennessee
$182K +$1.2K +21 +0.7%
HB
260
Horizon Bancorp
Indiana
$163K -$21K -366 -11%
JPLA
261
Joseph P. Lucia & Associates
New York
$161K +$14.3K +250 +10%
BWA
262
BDO Wealth Advisors
Florida
$157K -$30.1K -526 -16%
GRP
263
Global Retirement Partners
California
$153K -$13K -228 -8%
BWM
264
BerganKDV Wealth Management
Minnesota
$151K -$67K -1,170 -31%
CAAS
265
Capital Asset Advisory Services
Michigan
$148K -$12.7K -204 -8%
PVH
266
Psagot Value Holdings
Israel
$146K +$89.1K +1,560 +157%
CWC
267
Carolinas Wealth Consulting
North Carolina
$138K -$30.2K -528 -18%
CAC
268
Certified Advisory Corp
Florida
$131K +$400 +7 +0.3%
SBSB
269
Sullivan, Bruyette, Speros & Blaney
Virginia
$128K – – –
TFS
270
TrustCore Financial Services
Tennessee
$106K +$22.4K +390 +27%
EDRH
271
Edmond de Rothschild Holding
Switzerland
$103K +$22.9K +400 +29%
BWM
272
Baystate Wealth Management
Massachusetts
$99K +$99K +1,724 New
FRA
273
Front Row Advisors
California
$90K – – –
WB
274
West Bancorporation
Iowa
$88K – – –
PCM
275
Prelude Capital Management
New York
$87K +$87K +1,518 New
9 10
11
12 13