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Vanguard Financials ETF
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Overview Fund Activity

378 hedge funds and large institutions have $3.36B invested in Vanguard Financials ETF in 2018 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 103 increasing their positions, 135 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
8.44%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.33%
New
72
Increased
103
Reduced
135
Closed
62
Calls
$2.03M
Puts
$1.49M
Net Calls
+$540K
Net Calls Change
-$2.53M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.5M
2
NFC
Northeast Financial Consultants
Connecticut
+$9.23M
3
CS
Credit Suisse
Switzerland
+$6.07M
4
WCP
Welch Capital Partners
New York
+$5.59M
5
EGA
Eagle Global Advisors
Texas
+$5.56M

Top Sellers

1
CM
Churchill Management
California
-$233M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$168M
3
Bank of America
Bank of America
North Carolina
-$118M
4
Ameriprise
Ameriprise
Minnesota
-$41.2M
5
SEIA
Signature Estate & Investment Advisors
California
-$34.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Parallel Advisors
California
$125K -$50.4K -854 -29%
HT
277
Heritage Trust
Oklahoma
$125K – – –
MFW
278
Mosaic Family Wealth
Missouri
$119K – – –
WCM
279
WealthBridge Capital Management
Ohio
$119K +$119K +2,005 New
ESB
280
Essex Savings Bank
Connecticut
$104K +$104K +1,750 New
EDRH
281
Edmond de Rothschild Holding
Switzerland
$100K -$320K -5,400 -76%
FRA
282
Front Row Advisors
California
$93K – – –
RWA
283
Ropes Wealth Advisors
Massachusetts
$93K – – –
FPB
284
First PREMIER Bank
South Dakota
$90K +$19.6K +330 +28%
JCM
285
Jacobi Capital Management
Pennsylvania
$80K -$5.88K -99 -7%
S
286
SignatureFD
Georgia
$79K – – –
PCFFS
287
Pacific Center for Financial Services
California
$79K +$119 +2 +0.2%
KL
288
KWMG LLC
Kansas
$79K +$79K +1,335 New
CI
289
CX Institutional
Indiana
$76K -$4.17M -70,162 -98%
CWA
290
Clarus Wealth Advisors
Arizona
$75K +$238 +4 +0.3%
PMFA
291
Plante Moran Financial Advisors
Michigan
$74K +$47.7K +802 +181%
MA
292
MUFG Americas
New York
$73K -$17.7K -300 -20%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$71K -$110K -1,842 -61%
NC
294
NewSquare Capital
Pennsylvania
$70K – – –
BBHC
295
Brown Brothers Harriman & Co
New York
$68K – – –
W
296
WealthOne
New York
$68K +$68K +1,143 New
AWM
297
AllSquare Wealth Management
New York
$65K -$10.2K -170 -14%
SIM
298
Sonora Investment Management
Arizona
$65K – – –
PVH
299
Psagot Value Holdings
Israel
$57K – – –
LC
300
Lindbrook Capital
California
$53K +$53K +900 New
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12
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