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Vanguard Financials ETF
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Overview Fund Activity

376 hedge funds and large institutions have $3.92B invested in Vanguard Financials ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
-2
Holders Change %
-0.53%
% of All Funds
8.15%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.28%
New
50
Increased
109
Reduced
142
Closed
48
Calls
$4.51M
Puts
$1.7M
Net Calls
+$2.8M
Net Calls Change
+$2.26M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$196M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$120M
3
Ameriprise
Ameriprise
Minnesota
+$73.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.8M
5
APP
Avantax Planning Partners
Iowa
+$5.55M

Top Sellers

1
NFC
Northeast Financial Consultants
Connecticut
-$39.3M
2
UBS Group
UBS Group
Switzerland
-$18.8M
3
Morgan Stanley
Morgan Stanley
New York
-$14.3M
4
FAAS
First Allied Advisory Services
California
-$11.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
276
Schroder Investment Management Group
United Kingdom
$196K +$196K +3,040 New
BWA
277
BDO Wealth Advisors
Florida
$190K -$75.9K -1,175 -29%
KPCM
278
Kings Point Capital Management
New York
$188K +$2.64K +41 +1%
CAL
279
Capital Analysts LLC
Pennsylvania
$166K +$166K +2,573 New
GSWM
280
Golden State Wealth Management
California
$159K +$159K +2,470 New
FPB
281
First PREMIER Bank
South Dakota
$147K +$49.6K +770 +51%
CAC
282
Certified Advisory Corp
Florida
$146K +$6.77K +105 +5%
WCM
283
WealthBridge Capital Management
Ohio
$131K -$6.88K -100 -5%
MFW
284
Mosaic Family Wealth
Missouri
$129K – – –
HNB
285
Huntington National Bank
Ohio
$120K -$166K – –
ESB
286
Essex Savings Bank
Connecticut
$113K – – –
MA
287
MUFG Americas
New York
$113K +$32.9K +508 +41%
SBL
288
Sargent Bickham Lagudis
Colorado
$113K +$113K +1,750 New
BBHC
289
Brown Brothers Harriman & Co
New York
$110K +$35.9K +558 +48%
RFC
290
Regions Financial Corp
Alabama
$109K -$35.2K -547 -24%
EDRH
291
Edmond de Rothschild Holding
Switzerland
$109K – – –
PA
292
Parallel Advisors
California
$107K -$29.6K -459 -22%
RWA
293
Ropes Wealth Advisors
Massachusetts
$101K – – –
FRA
294
Front Row Advisors
California
$101K – – –
CI
295
CX Institutional
Indiana
$98K +$15.4K +239 +19%
AF
296
Allworth Financial
California
$97K +$45.9K +715 +90%
PCFFS
297
Pacific Center for Financial Services
California
$85K – – –
CWA
298
Clarus Wealth Advisors
Arizona
$82K +$259 +4 +0.3%
EWA
299
Evolution Wealth Advisors
Florida
$80K -$929K -14,345 -92%
NC
300
NewSquare Capital
Pennsylvania
$76K – – –
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