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Vanguard Financials ETF
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Overview Fund Activity

357 hedge funds and large institutions have $4.89B invested in Vanguard Financials ETF in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 151 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+30
Holders Change %
+9.17%
% of All Funds
8.19%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.53%
New
55
Increased
151
Reduced
79
Closed
23
Calls
$3.01M
Puts
$1.92M
Net Calls
+$1.09M
Net Calls Change
+$1.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$401M
2
CM
Churchill Management
California
+$205M
3
FCFS
First Command Financial Services
Texas
+$147M
4
FCAS
First Command Advisory Services
Texas
+$147M
5
Bessemer Group
Bessemer Group
New Jersey
+$38.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$25.4M
2
QIM
Quantitative Investment Management
Virginia
-$18.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.3M
4
Jane Street
Jane Street
New York
-$14M
5
BCP
Berkeley Capital Partners
Georgia
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$182K +$209 +3 +0.1%
HT
277
Heritage Trust
Oklahoma
$166K +$44.3K +636 +36%
PFA
278
Pathway Financial Advisors
Vermont
$147K +$88.2K +1,273 +150%
KPCM
279
Kings Point Capital Management
New York
$144K – – –
RFA
280
Reilly Financial Advisors
California
$134K +$27.9K +400 +26%
NC
281
NewSquare Capital
Pennsylvania
$134K +$52.7K +759 +65%
CAC
282
Certified Advisory Corp
Florida
$127K +$69 +1 +0.1%
PA
283
Parallel Advisors
California
$127K +$16.2K +232 +15%
BBHC
284
Brown Brothers Harriman & Co
New York
$124K +$64K +922 +107%
JCM
285
Jacobi Capital Management
Pennsylvania
$111K +$15.5K +228 +16%
RWA
286
Ropes Wealth Advisors
Massachusetts
$109K – – –
HNB
287
Huntington National Bank
Ohio
$107K -$161K – –
AWM
288
AllSquare Wealth Management
New York
$96K +$34.8K +499 +57%
FRA
289
Front Row Advisors
California
$94K – – –
HR
290
Howe & Rusling
New York
$94K +$94K +1,346 New
S
291
SignatureFD
Georgia
$93K +$93K +1,338 New
AWA
292
Acorn Wealth Advisors
Michigan
$91K – – –
PWAG
293
Polaris Wealth Advisory Group
California
$91K +$91K +1,303 New
CPIG
294
Chicago Partners Investment Group
Illinois
$80K – – –
BCA
295
Bray Capital Advisors
Florida
$79K +$79K +1,139 New
PCFFS
296
Pacific Center for Financial Services
California
$75K – – –
PVH
297
Psagot Value Holdings
Israel
$67K – – –
SEI Investments
298
SEI Investments
Pennsylvania
$64K -$185K -2,650 -74%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$64K -$57.4K -840 -47%
FPB
300
First PREMIER Bank
South Dakota
$61K +$19.3K +278 +46%
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