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Vanguard Financials ETF
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Overview Fund Activity

364 hedge funds and large institutions have $4.34B invested in Vanguard Financials ETF in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 136 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
364
Holders Change
-12
Holders Change %
-3.19%
% of All Funds
7.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.3%
New
33
Increased
117
Reduced
136
Closed
41
Calls
$2.81M
Puts
–
Net Calls
+$2.81M
Net Calls Change
+$4K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$190M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$37.8M
3
NFC
Northeast Financial Consultants
Connecticut
+$18.9M
4
SB
Suntrust Banks
Georgia
+$8.65M
5
RJA
Raymond James & Associates
Florida
+$6.25M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
-$52.2M
2
Ameriprise
Ameriprise
Minnesota
-$32M
3
JPLA
Joseph P. Lucia & Associates
New York
-$11.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
5
UBS Group
UBS Group
Switzerland
-$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
276
BLB&B Advisors
Pennsylvania
$207K +$207K +3,006 New
SEIA
277
Signature Estate & Investment Advisors
California
$203K -$214K -3,097 -51%
TPWA
278
TRUE Private Wealth Advisors
Oregon
$203K -$194K -2,817 -49%
WS
279
Wedbush Securities
California
$202K +$202K +2,926 New
KPCM
280
Kings Point Capital Management
New York
$201K – – –
WP
281
WMS Partners
Maryland
$200K +$200K +2,900 New
CWP
282
Capital Wealth Planning
Florida
$200K +$200K +2,903 New
HTC
283
Haverford Trust Company
Pennsylvania
$200K +$200K +2,904 New
GSWM
284
Golden State Wealth Management
California
$163K -$6.66K -97 -4%
FPB
285
First PREMIER Bank
South Dakota
$158K – – –
CAC
286
Certified Advisory Corp
Florida
$157K +$346 +5 +0.2%
JPLA
287
Joseph P. Lucia & Associates
New York
$156K -$11.6M -167,841 -99%
RWA
288
Ropes Wealth Advisors
Massachusetts
$128K +$19.9K +289 +18%
LWA
289
Lenox Wealth Advisors
New York
$122K -$89.8K -1,299 -42%
SBL
290
Sargent Bickham Lagudis
Colorado
$121K – – –
PA
291
Parallel Advisors
California
$111K -$3.81K -55 -3%
FRA
292
Front Row Advisors
California
$108K – – –
CI
293
CX Institutional
Indiana
$104K -$482 -7 -0.5%
AF
294
Allworth Financial
California
$104K +$206 +3 +0.2%
CG
295
Cutler Group
California
$103K +$89.3K +1,300 +653%
S
296
SignatureFD
Georgia
$98K +$18.3K +266 +23%
MA
297
MUFG Americas
New York
$85K -$34.9K -508 -29%
SIM
298
Sonora Investment Management
Arizona
$76K – – –
PCFFS
299
Pacific Center for Financial Services
California
$75K -$16.9K -243 -18%
JCM
300
Jacobi Capital Management
Pennsylvania
$75K – – –
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