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Vanguard Financials ETF
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Overview Fund Activity

442 hedge funds and large institutions have $4.23B invested in Vanguard Financials ETF in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 123 increasing their positions, 142 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+69
Holders Change %
+18.5%
% of All Funds
7.84%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.3%
New
100
Increased
123
Reduced
142
Closed
24
Calls
$2M
Puts
$634K
Net Calls
+$1.36M
Net Calls Change
+$548K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$153M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$50.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$38M
4
Morgan Stanley
Morgan Stanley
New York
+$24.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$14.6M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$36M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$17.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$14.2M
4
Truist Financial
Truist Financial
North Carolina
-$8.74M
5
HighTower Advisors
HighTower Advisors
Illinois
-$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
251
TD Private Client Wealth
New York
$311K -$387K -5,312 -55%
FCA
252
FinTrust Capital Advisors
South Carolina
$309K -$72.7K -1,000 -19%
CAG
253
Crestwood Advisors Group
Massachusetts
$309K -$36.5K -500 -11%
BWM
254
Birchcreek Wealth Management
Ohio
$308K +$308K +4,241 New
IAMOG
255
Investors Asset Management of Georgia
Georgia
$307K – – –
CFB
256
Cullen/Frost Bankers
Texas
$306K -$21.9K -300 -7%
SPC
257
Sigma Planning Corp
Michigan
$305K -$6.27K -86 -2%
AWA
258
Arete Wealth Advisors
Illinois
$305K +$30.4K +423 +11%
MCM
259
Murphy Capital Management
New Jersey
$302K +$22.9K +315 +8%
Comerica Bank
260
Comerica Bank
Texas
$301K – – –
ACS
261
Archford Capital Strategies
Illinois
$300K -$74.8K -978 -20%
IP
262
Investment Partners
Ohio
$300K – – –
FHA
263
Flagship Harbor Advisors
Massachusetts
$291K -$5.18K -71 -2%
VIM
264
Vista Investment Management
Pennsylvania
$288K -$3.93K -54 -1%
CWP
265
Capital Wealth Planning
Florida
$285K +$22.6K +300 +9%
FRA
266
Frank Rimerman Advisors
California
$281K +$281K +3,851 New
LNB
267
Ledyard National Bank
$280K -$12.8K -175 -4%
WCM
268
Windham Capital Management
Massachusetts
$280K +$280K +3,849 New
RIA
269
Regal Investment Advisors
Michigan
$276K +$276K +3,785 New
JWCA
270
J.W. Cole Advisors
Florida
$273K -$227K -3,121 -45%
TCPWM
271
Traverso Chambers Private Wealth Management
California
$272K -$7.28K -100 -3%
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$270K -$94.6K -1,301 -26%
AIC
273
Ameritas Investment Company
Nebraska
$269K -$130K -1,791 -33%
PAS
274
Park Avenue Securities
New York
$266K +$266K +3,651 New
PCA
275
Personal Capital Advisors
California
$265K +$265K +3,633 New
9 10
11
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