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Vanguard Financials ETF
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Overview Fund Activity

373 hedge funds and large institutions have $3.23B invested in Vanguard Financials ETF in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 125 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
373
Holders Change
+15
Holders Change %
+4.19%
% of All Funds
7.55%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
49
Increased
119
Reduced
125
Closed
30
Calls
$1.31M
Puts
$492K
Net Calls
+$816K
Net Calls Change
+$256K

Top Buyers

1
AA
ALPS Advisors
Colorado
$13M
2
MIS
Morningstar Investment Services
Illinois
$42.7M
3
BFG
Bouchey Financial Group
New York
$6.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$42.7M
5
TRCT
Tower Research Capital (TRC)
New York
$5.21M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$1.38B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$384M
3
Ameriprise
Ameriprise
Minnesota
$63.1M
4
KIM
Karpus Investment Management
New York
$0
5
Wells Fargo
Wells Fargo
California
$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
276
Grace Capital
Massachusetts
$104K -$285K -4,850 -73%
BWM
277
Baystate Wealth Management
Massachusetts
$101K – – –
TFS
278
TrustCore Financial Services
Tennessee
$97K -$11.4K -194 -11%
EIP
279
Ellis Investment Partners
Pennsylvania
$93K +$18K +309 +24%
SFS
280
Sowell Financial Services
Arkansas
$91K +$9.84K +168 +12%
WB
281
West Bancorporation
Iowa
$90K – – –
BA
282
Ballast Advisors
Minnesota
$84K – – –
CSPIA
283
Cary Street Partners Investment Advisory
Virginia
$67K +$67K +1,150 New
FFA
284
Founders Financial Alliance
North Carolina
$65K +$65K +1,111 New
SIM
285
Sonora Investment Management
Arizona
$64K – – –
RWA
286
Ropes Wealth Advisors
Massachusetts
$64K – – –
PCFFS
287
Pacific Center for Financial Services
California
$63K – – –
MA
288
MUFG Americas
New York
$61K – – –
APWA
289
Atlas Private Wealth Advisors
New Jersey
$60K +$118 +2 +0.2%
Franklin Resources
290
Franklin Resources
California
$59K -$19.4K -329 -25%
BW
291
Bison Wealth
Georgia
$59K – – –
PFS
292
Prospera Financial Services
Texas
$58K +$58K +986 New
BFEC
293
Benjamin F. Edwards & Company
Missouri
$57K -$27.2K -464 -32%
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
BWM
295
BerganKDV Wealth Management
Minnesota
$55K -$100K -1,703 -65%
SL
296
Savior LLC
Massachusetts
$54K – – –
PCIA
297
Prime Capital Investment Advisors
Kansas
$50K +$348 +6 +0.7%
AWM
298
AllSquare Wealth Management
New York
$45K – – –
GWM
299
Geneos Wealth Management
Colorado
$43K -$45.2K -800 -51%
CWC
300
Carolinas Wealth Consulting
North Carolina
$42K -$98.2K -1,688 -70%
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